The financial advice furnace – don’t get burnt!
AccountantsIQ Training Days 2018
Sydney, Wednesday 17th October | Adelaide, Wednesday 24th October
Join us as we dive into the flaming furnace that is currently financial advice and show you how to avoid getting burnt and prosper in these challenging times…
The day will focus on the ramifications of us all being in the flaming furnace that is currently financial advice. It will include ideas about, and solutions to, the very real issues in our industry that we are all facing, how you should be in a great position to regain the mantle of the most trusted advisers in the industry, and how we are helping to make that happen! We’ll also help you become more profitable…
Places are strictly limited.
Welcome & opening address: Inside the advice furnace
Presenter: Bronny Speed, Founding Director – AccountantsIQ
Bronny will discuss the impact on accountants operating in the financial advice industry of the Royal Commission, FASEA, the FAR, ASIC’s industry funding levy, ASIC’s recent releases and how AccountantsIQ is influencing the industry to help us all. Find out what’s happening and what you need to look out for.
Running an AFSL – tightening up compliance
Presenter: Brett Walker, Founder – SMART Compliance
This session will focus on running your AFSL and what ASIC’s recent releases mean for your business.
Presenter: Leigh Mansell, Technical Manager – Heffron SMSF Solutions
Leigh will provide Heffron’s insight’s into all things technical plus why we’ve upgraded and broadened our Statement of Advice strategy text.
AccountantsIQ’s new & improved Statement of Advice template
Presenter: Bronny Speed & Leigh Mansell
The new improved SoA template incorporates Heffron’s updated strategy text, is easier to use and enhances your protection from compliance risks. Learn about the changes and what you need to do to implement them into your business.
Presenter: Andrea Manson, GM Business Development & Marketing – AccountantsIQ
AccountantsIQ is well placed to support you. Find out what resources we have for you and how these are created to make your life easier.
Embracing technology to improve efficiencies in SoA production
Presenter: IRESS Wealth Management
Look into the future to see how you can embrace technology to drive efficiencies in the production of SoAs, the delivery of your advice and start to build profitability.
Practitioner panel – tax, super & financial planning
Chair: Bronny Speed
Where does tax, super and financial planning start and stop? Under which ‘umbrella’ can you talk turkey? When should you refer to another professional? Hear the answers from experienced industry professionals, and bring along your practical questions as this session will be interactive.
Getting yourself organised by 31st December
Presenter: Bronny Speed
Positioning yourself well for 2019, what you want from AccountantsIQ and what we have in store for you.
Closing remarks & drinks
Reflections on accountants in the current advice furnace with drinks to follow for those who can make it.
Wednesday 17 October 2018
8.30am – 4.30pm
Chartered Accountants ANZ
Level 1, 33 Erskine St, Sydney
Wednesday 24 October 2018
8.30am – 5.00pm
Chartered Accountants ANZ
Level 29, 91 King William St, Adelaide