Making the most of the Super Reforms opportunity

The Super Reforms represent some of the biggest changes in superannuation in the last decade.  It also represents a massive opportunity for you, your firm and your clients.  In order to maximise this opportunity there are 5 key areas to prepare for and be ready within your firm.

Let's briefly look at each area:

KNOW​

What are the knowledge areas that you need to develop or build?  There are 12 key areas of super reform changes,  new terminology and strategy issues & opportunities to consider, which can be grouped under GOVERN, ACCUMULATION & RETIREMENT.

We have put together an Issues, Opportunities & Action table to identify the key issues for your clients.  You can access that via our FREE 'Super Reforms Ready' guide.​

Click HERE to access our FREE 'Super Reforms Ready' guide

ENGAGE

Your clients are looking to you for direction on the Super Reforms.  How are you going to engage and educate your clients about the Super Reforms?

There are many ways that you can do this - you can be either reactive and generic or proactive and more personalised.  Our view is that you should be proactive and personalised.  

The biggest ​challenge is TIME...how do you manage to communicate and engage each of your clients in an effective way?

We have put together a Tips & Hints section on the different ways to engage and educate your clients and how you can make the most of each option.  You can access that via our FREE 'Super Reforms Ready' guide.​

Click HERE to access our FREE 'Super Reforms Ready' guide

ANALYSE

What information do you need and what decisions need to be made in order to give your clients a recommendation?  Do you have the information on hand?  What do you need to ask your clients?

We have created a Analyse the Reforms table to help you focus on the key areas and information required.  You can access that via our FREE 'Super Reforms Ready' guide.​

Click HERE to access our FREE 'Super Reforms Ready' guide

ADVISE

Although the Super Reforms are predominantly tax reforms, any recommendation on contributions, pensions, rollovers etc will be advice on the increase or decrease of a superannuation interest, which of course is financial advice.

How will you go about putting these advice documents together?  What resources will you need to make this efficient and easy?​

We have put together a 'Super Reforms Advice' checklist to help you create the advice documents you need.  You can access that via our FREE 'Super Reforms Ready' guide.

Click HERE to access our FREE 'Super Reforms Ready' guide


IMPLEMENT

You have gained the knowledge, engaged your clients, analysed the information, put together the advice and now you need to implement...what steps will you need to take?  What documents will be required for each of the key measures and where will you source those documents?

We have put together a 'Super Reforms Implementation' checklist to help you identify what documents and steps you will need to undertake in order to implement your recommendations.  You can access that via our FREE 'Super Reforms Ready' guide.​

Click HERE to access our FREE 'Super Reforms Ready' guide