Super Reforms Practice Readiness Evaluation

Is your Practice Super Reform ready? Take this quick survey to assess how well you and your business are positioned to deal with the super reforms.

Please rate your Practice's readiness on a scale of 1 to 10, with 10 being excellent.

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* 1. Education
Ability to educate your clients in understanding the impact of the super reforms in the lead up to 30 June?

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* 2. Reporting
Capability to generate up-to-date information about fund member(s) to assess their circumstances in the lead up to 30 June 2017?

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* 3. Assessment
Ability to assess critical member issues that are impacted by the super reforms?

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* 4. Advice
Capability to prepare licenced advice or a referral arrangement to provide the necessary advice from the super reforms?

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* 5. Implementation
Ability to effectively implement any recommended changes using the right tools in the lead up to 30 June 2017 and beyond?

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* 6. Review and Monitor
Development of processes and systems to regularly monitor issues and opportunities each year

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* 7. What are the top 3 things that you must ACTION from the above to allow you to capitalise on this opportunity with the superannuation reforms?

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* 8. Would you like to speak to one of our accredited SMSF Specialist Advisors about how to ensure your Practice is prepared for the Super Reforms?

No

Yes (please leave your name and contact details)