SMSF Design Information

'Helping self-managed superannuation fund advisers prosper!' SMSF Design is dedicated to helping accountants and advisers grow their revenue and business through SMSF Strategy advice. We believe that ‘strategies are the cornerstone of good SMSF advice’ and good advice in general. Some of the ways we help accountants and advisers are as follows: 1. We help accountants and advisers understand and tap into the huge revenue opportunity that exists in their existing client base in relation to SMSF strategy advice. 2. More than pure technical training, we help you and your team understand how to identify SMSF strategy opportunities and apply these strategies to real life client situations. We help you to add even more value to your clients by proactively approaching your clients with appropriate strategy solutions. 3. We provide proven client engagement and value pricing methodologies to help increase revenue from new and existing clients. 4. We provide easy to learn and implement methodologies. 5. We provide business resources and tools to help create and maintain a consistent approach to strategic advice across your firm. 6. We teach a proven methodology of digital marketing that helps to establish and maintain you as a trusted adviser and topic expert. In summary we focus on 3 things: • Build the right strategies • Price strategic advice based on Value/Outcome achieved for the client • Attract the ideal client based on inbound digital content/education based marketing.