Educational Resources

Five Stages of SMSF Success

Written by Class | July 5, 2021

What type of SMSF practice are you?

To thrive in this new era of helping SMSFs, you can’t get stuck in your old ways.

SMSF clients today expect more than just annual compliance work from their service providers. So it's not surprising then that general accounting firms are losing their clout in the SMSF sector.

Drawing on key insights from Smarter SMSF's Future of SMSF report, find out what stage your practice is at in its SMSF service delivery. Do you identify as a:

Stage 1 - Endangered Practitioner
Stage 2 - Steady Professional
Stage 3 - Specialist Provider
Stage 4 - Emerging Player
Stage 5 - Industry Leader
Identify how your practice rates in its SMSF service deliver and what to focus on to take your practice to the next level.

Download our free eBook to rate your practice.

Produced in partnership with Smarter SMSF