FoSMSF Groups Survey

Following on from the successful launch in November 2018 of the Future of SMSF Report, we have continued to evolve the insights from this research to help practitioners understand the challenges and opportunities of building a successful modern SMSF practice.

Since launching the report, we have identified 5 key stages to an SMSF business to help practices identify and work through these stages. To assist in this process, Smarter SMSF is looking to develop a new product to support practices through regular SMSF groups to focus on practice based issues from the Future of SMSF Report to help practices improve and to grow.

This form is to register your interest and provide feedback on how this group(s) would look to operate?

5 = Extremely interested

3 = Somewhat interested

1 = No interest

5 = Extremely interested

3 = Somewhat interested

1 = No interest

FoSMSF Groups

Survey Feedback

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* 1. Your details

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* 2. Tell us your level of interest in being involved in a regular face-to-face discussion group on SMSF-based practice issues?

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* 3. How many times per year would you expect these sessions to run?

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* 4. For how long would you expect these each session to run for?

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* 5. What would be the maximum capacity of such a group (e.g. 15 firms)?

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* 6. What would be your expectations from being part of this group, and any other comments?