Client Care and Practice

"Issues covered include: plain english, client interpretation, mental incapacity, estate planning, client complaints, expanding your client base.

Issues covered include: new technology, regulations, professionalism and ethics, managing an Australian Financial Services Licensee

Issues covered include: client focus, client ranks, good clients, client database

Issues covered include: Family, financial planning, service packages

Transform your thinking about client relationships and re-evaluate the strategic objectives of your practice. Ensure you have effective collection policies in place to ensure you are paid on time! Get the most value out of your client relationships and build a stronger and more client-focused practice.

WEB213AL02: Are you constantly trying to be all things to all people? Specialising in one field can be daunting, but the payoff if you get it right is enormous. Join Meryl Johnston as she imparts guidance and examples on how to increase revenue, profits and team happiness by specialising in a niche. Meryl will walk you through an in-depth case study detailing how her firm achieved rapid growth and success through specialisation.

Managing a client’s wealth can put trusted advisors directly in the firing line for client complaints. Your response can make or break your relationship with the client, and potentially do your practice serious harm. Learn why clients complain, how to manage complaints if you receive one, and most importantly, avoid getting one in the first place.

Join us for 10 practical SMSF workshops and in-depth sessions packed with critical updates and the latest SMSF strategies. Claim 10 specialist SMSF hours in one go with everything you need to know about lump sum death benefit distributions, defined benefits and complex TBAR. Enhance your SMSF administration and get on top of your compliance obligations. Hear the latest contributions and pension strategies and unlock investment options, all from leading experts working at the coalface of these crucial issues

We have gathered a team of experts to unpack significant issues with SMSFs. The impact of Non-Arm’s Length Income and the LCR 2021/22 will be demystified for you. Uncover the rippling effect of recent changes on in-specie property contributions. Be a step ahead of legacy pensions and so much more. With so many changes in recent times it’s easy for your strategies to become outdated, so make sure you’re investing your time wisely into staying at the forefront of a successful SMSF practice. WEB223N42