The Strategy Finder will produce a comprehensive Adivser Guide to help you to work through all of the strategies.
Easily see at a glance what strategies to consider.
The CGT relief analysis tool prepares a document called "Understanding the CGT relief" which is designed to educate your client and engage with them on the decisions to be made for the Transitional CGT relief.
Educate and engage with your SMSF trustees 24/7 online through more than 80 short and concise education videos on all topics to do with their SMSF.
Featuring a 'call to action' link, the mySMSFjourney client education portal will help to generate more SMSF strategy revenue for your firm.
The Control of Fund tool will assist in building the strategy and putting together the advice that every member needs.
The SMSF Estate Planning tool prepares a document called "Understanding Protect Your Family" which is designed to educate your client and engage with them on the decisions to be made for their SMSF Estate plan.
Identify the issues, know what can be done and prepare a client education paper "Understanding Protect Yourself - what if something goes wrong."
The Pension & TBA tool will assist in educating the clients on their options and what documentation is required to effectively implement.
A client education guide is prepared which outlines the different property structures and gives an indication of the pros/cons for the options available.
A Value Articulation Report is produced which gives you a range of suggested fees for the strategy project.
You can use the document as is, or extract the relevant paragraphs for use with your practice engagement software.
Strategy & Technical Webinars alternate with our SMSF Update webinars. The webinars are held LIVE on the second Friday of each month.
Webinars are held on the second Friday of each month.
Discounted pricing for Members.
Have a technical question, want to run a Client Scenario past us, or perhaps need some help with Pricing your advice project or even Digital marketing and automation help... simply book a session directly in our calendars for a time that suits you.
The Kickstart Onboarding session will help you and your team focus on the quick wins and how to best utilise The Strategy Hub tools, training and support.
We have a range of 1/2 day, Full day and 2 day training programs. If you want to train your entire team in your office location contact us and we will put together a suitable training program.
This is an additional cost.
(once off set up fee applies)
Our FIND membership is suited to those firms who are wanting to offer strategic advice to clients on a more systemised and structured basis or firms who only have a small number of SMSF clients.
With unlimited access to The Strategy Finder our FIND members are well equipped to find those strategic opportunities within their client base.
Our BUILD membership is suited to those firms who are 'doing' firms and really want to focus on providing more strategic advice to their SMSF clients.
With unlimited access to all tools, online training and one-on-one 'Strategy Sessions', our BUILD members have all the support to make strategy advice easy and profitable.
We don't believe in lock-in contracts.
You can upgrade, downgrade or cancel your membership at any time.
Upgrades are effective right away with a pro-rata membership applied.
Downgrades or cancellations take effect at the next renewal date.
No, we are not a legal documentation provider.
Our member firms use their preferred documentation supplier.
At The Strategy Hub we focus on the 'front-end' of strategy advice. Most other providers have more of an implementation focus, that is provision of documentation services which come into play once advice has been provided and the client has accepted that advice.
We focus on the identification and building of the strategic advice, what options should be considered and how should the strategy be put together to provide the best outcome. The advice and implementation comes after that.
The team behind The Strategy Hub come from a background of accounting and financial advice. We have 20 years experience in the SMSF space, running our own accounting and financial advice business. We know what it takes to provide SMSF strategic advice and the many challenges that firms face every day.
Check out About Us to find out more.
We work exclusively with accounting and financial planning businesses.
As part of our specialised services we provide SMSF Technical consulting on an ad hoc basis. We help our Member firms with all types of SMSF technical and strategy advice for their client scenarios.
No, we do not provide SOA production services.
Yes, we can help with your Marketing Automation. Our Member firms have access to consulting services.
No, we do not provide licencing services.