A growing need for retirement advice presents an opportunity for SMSF professionals.
“As SMSF practitioners there is a huge opportunity here for you to service clients’ needs in retirement,” Accurium CEO Tracy Williams told attendees at the 2016 Class. CUP. Connect conference.
“Over half of all SMSF members are of an age that they could be retired.”
According to ATO statistics 250,000 more SMSF members will be eligible to receive a pension over the next ten years.
“Over 70% of all SMSF members who walk through your door might be interested in services you can offer them about obtaining confidence and security in retirement.”