Smarter SMSF

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November 10, 2013  

SMSF Podcast Show - Episode #5

November 10, 2013

The dynamics and demographics of the self-managed super fund sector are changing at a fairly rapid rate.  There are a growing number of new trustees, with 4 in every 10 now under the age of 45.  Whilst more and more trustees are adopting a more self-directed approach to their retirement savings, this doesn’t mean people are reducing the level of engagement in obtaining professional advice.  For those advisers doing it well, the level of engagement with new and existing clients is as high or if not higher than it’s ever been before.

In this podcast, Aaron Dunn discusses this topic with recent AFA Adviser of the Year, Jenny Brown of JBS Financial Strategists as they explore various engagement tactics, along with the growing role of engaging via social media.