Next super steps
The 2020 Netwealth Roadshow explored the next steps in superannuation to elevate super advice into 2020 and beyond.
Download the technical guide
Exploring invaluable strategies in super advice
In March 2020, we toured cities across Australia with our fourth annual Netwealth roadshow. Bringing advisers together to share technical strategies designed to elevate the value of advice to clients, we explored strategies across superannuation, financial literacy and the emerging high net worth segment.
In this resource centre, discover some of the different thinking that was shared during the roadshow.
Next super steps keynote speaker Keat Chew, Netwealth Head of Technical Services
Superannuation strategies
Next super steps
With more than three decades of super asset growth behind us, Netwealth's Head of Technical Services, Keat Chew, presented four strategies that can be used to elevate superannuation advice in 2020 and beyond.
The super steps explored were:
- Managing CGT in and out of super
- Death and passing on tax effectively
- Repatriation of foreign pension funds
- Seeing annuities differently
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Next super steps
This guide explores four super strategies designed to elevate your superannuation advice in 2020 and beyond.
30 years of Australian superannuation
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High net worth strategies
Attracting and retaining high net worth clients
We also presented our newest research paper: How to attract and retain high net worth clients.
With Australia now boasting around 266,000 high net worth individuals with highly complex financial profiles and a combined $2 trillion in investable assets (1), and with only 39% having received financial advice (2), there is considerable opportunity for you to serve this segment.
(1/2) Capgemini, World Wealth Report 2019. https://www.capgemini.com/news/world-wealth-report-2019/
Financial literacy
Preparing students for the financial world ahead
Today's children are the first to grow up in a digital world with a largely invisible currency. With this digital world comes a different set of financial education challenges that schools and families must meet. Banqer's Simon Brown joined the Netwealth roadshow to present the benefits of early financial education, share Banqer's platform and encourage the financial community to get involved.
Over the past four years, we've been supporting Australian kids on their financial journey by partnering with Banqer to bring their online financial literacy program to primary schools across Australia. Banqer is a virtual classroom economy where kids can learn to earn, save, spend and invest their money in a safe and engaging way.
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