Investment Trends research to come under the microscope at Technical Summit


Irene Guiamatsia

Delegates to the SMSF Association 2024 Technical Summit, being held on 24-25 July at Sydney’s Hyatt Regency, will get a rare insight into the Vanguard/Investment Trends 2024 SMSF Report that explores how the sector is evolving and its potential impact on their businesses and clients.

The session, titled The SMSF Advantage: Latest research and emerging trends, will be delivered by Investment Trends Head of Research Dr Irene Guiamatsia, a seasoned researcher with two decades of experience spanning academia, market research and financial regulation.

Guiamatsia’s session will deliver deep insights into the comprehensive research report and how it reveals the behaviours, preferences and needs of investors and the professionals that support them.

SMSF Association CEO Peter Burgess says: “This is a must-attend session to hear Irene unpack the latest Investment Trends research and to understand its potential effect on your clients and businesses.

“It will delve into the evolving landscape of SMSF establishments, intentions and wind-ups, offering a comprehensive analysis from the triangulated perspectives of trustees, advisers and accountants.

“The research reveals, for example, the changing motivations behind why SMSFs are being established, with family, friends and the internet increasingly displacing the traditional role accountants have played in advising individuals to go down this superannuation path.

“Irene will provide fresh thinking into this significant trend, exploring the challenges and opportunities it poses for accountants and advisers.

“She will also address the best practices and innovative strategies professionals employ to enhance client service and ensure compliance.”

Burgess adds that this session is the icing on the cake for the two-day Technical Summit that plays an invaluable role in bringing industry specialists together, to explore strategies, and share knowledge to ensure the SMSF sector is sustainable and upholds the highest professional and ethical standards.

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