Future of SMSF 2018

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Course Materials

Please note that slides and other support materials are included within each module.

Course Content

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Lessons Status

1

Module 1 - Key insights into the Future of SMSF This module takes an in-depth look at the key findings from the Future of SMSF 2018 Report. 45 mins

2

Module 2 – Building your SMSF Business Model This interactive module helps practitioners to develop their SMSF Business model using a series of activities and the Business Model Canvas. 1 hour 45 mins

• SMSF sector today This topic looks at the way in which the SMSF sector operates today. 19 mins
• Customer segments This topic looks at identifying your customer segment(s) from within your SMSF client base. 18 mins
• Value Proposition This topic explores how you are creating value for your SMSF clients. 18 mins
• Channels This topics explore your customer interfaces through which you reach your SMSF clients and prospects to communicate and deliver value. 7 mins
• Customer Relationships This topics explores how you acquire, retain and grow each customer segments and what type of interaction you entertain with each of them. 9 mins
• Revenue Streams This topics explores how you earn money from your SMSF customer segments. 10 mins
• Key Resources This topics looks at the most important things you need to have for your SMSF business model to work. 5 mins
• Key Activities This topic explores the most important things you need to be able to perform for your SMSF business model to work 6 mins
• Key Partners This topics explores your network of partners and suppliers that leverage your SMSF business model and help make it work. 7 mins
• Cost Structure This topics looks at the costs incurred from operating your SMSF business model. 4 mins
• Assessing your SMSF Business Model This final topic allows you to assess your existing SMSF business model giving consideration to what you have learnt throughout this module. 6 mins

3

Module 3 – Building your SMSF Business Model (Part 2) This module takes an in-depth look at determining a SMSF client's value proposition by exploring their pains, gains and jobs to be done using the Value Proposition Canvas. 1 hour

4

Module 4 – Technology as an enabler for your SMSF business The module explores the role of technology within your SMSF business as an enabler to delivering a truly client-centric focus. 1 hour

5

Module 5 – Strategies to grow your SMSF business In this module we explore ways in which practices can grow their SMSF business and how specialists are capturing a larger share of the SMSF sector. 1 hour