SMSF expertise your clients can feel
The Strategy Hub helps accountants, advisers, AFSL licensees and financial institutions deliver sharper SMSF strategic advice – through technical consulting, training, and tools that surface the opportunities hiding in your client base.
Three ways we help you add value
Strategy & technical consulting
Tried-and-tested SMSF strategies, applied to real client situations. We help you spot what’s being missed – contributions, pensions, restructures, estate planning – and turn it into actionable insights you can work on with your clients.
Training & education
Live and recorded webinars, face-to-face group training, and industry presentations. Built on hundreds of sessions delivered for firms and industry bodies across Australia since 2012.
Tools & resources
Practical SMSF tools for professional use – including opportunity-identification resources that help you add value to every client conversation, and grow revenue while you’re at it.
Client education, ready to go: mySMSFjourney
Your SMSF clients carry real legal responsibility for their funds – and educated trustees are better clients. mySMSFjourney is our trustee education platform: plain-English content, podcasts, and a structured education portal on the way. For firms, it’s client education you can put your name behind without building it yourself – we can become your SMSF education partner.
Who you’ll work with
Tracey Besters
Co-founder | SMSF Specialist, Educator & Technical Consultant
In the SMSF space since 1999, Tracey has trained accountants, advisers and lawyers across the country – hundreds of presentations, roadshows and industry events for the likes of Chartered Accountants ANZ, SMSF Association, Institute of Public Accountants, Auditor’s Institute, Class Super, Count Wealth Accountants, Benchmark Media, NowInfinity, SuperGuardian, Accounting & Business Expo and NAB. She makes strategy advice easy to understand and easier to deliver. Along with running The Strategy Hub and mySMSFjourney, Tracey currently fulfils a part-time consulting role as the SMSF Subject Matter Expert for a large national accounting firm.
Jason Besters
Co-founder | Business, Systems & AI Automation
Jason founded, grew and sold his own accounting and advisory group, then spent a decade building online platforms and marketing automation for professional firms. He’s been on your side of the desk – and now builds the systems, portals and AI automation that let firms deliver more without hiring more.
Trusted across the industry
Over the years we’ve worked directly with SMSF trustees, and consulted to and presented for industry participants large and small – from local accounting firms to national institutions and industry bodies, including Chartered Accountants ANZ, SMSF Association, Institute of Public Accountants, Class Super, Count Wealth Accountants, Benchmark Media, NowInfinity, SuperGuardian, and the Accounting & Business Expo and NAB.
Let’s find the opportunities in your client base
Tell us about your firm and what you’re trying to do for your clients – we’ll tell you honestly whether and how we can help.
Email: hello@thestrategyhub.com.au