2014 SPAA SMSF National Conference Daily News

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The 2014 SPAA SMSF National Conference is again set to deliver a quality line up of local, national and international speakers with a focus on technical, legal and strategic SMSF topics.

Professional Planner is an official media partner of the event, and producer of the conference Daily News.

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The ‘kids’ inheriting older clients’ wealth might soon be retirees themselves

The ‘kids’ inheriting older clients’ wealth might soon be retirees themselves

The conventional wisdom that the kids of advisers’ oldest clients stand to inherit their wealth might be overlooking the fact that by the time it happens these “kids” are likely to be near or in retirement themselves. The 2026 Generational Report suggests that advisers and businesses looking for a client refresh could be better off focusing on the grandchildren.

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