Established Affluent masterclass series
Discover and understand the high net worth client
CPD Masterclass: Super, SMSFs and technical strategies for HNW clients
In this masterclass, hear from Meg Heffron, Managing Director of Heffron, who has been working exclusively in SMSFs since 1998, and has a keen understanding of the super and SMSF needs of high-net-worth (HNW) individuals with large super balances, nearing retirement.
Meg will unpack some of the key strategies for this group as they reach superannuation’s goldilocks zone - when they are aged 60 or above, have material super balances, and are exploring how best to optimize their super in the lead up to retirement. She will also cover maximising contributions in those final years and optimising pensions both for those with SMSFs and those without.
Meet the speaker
Heffron's Managing Director Meg Heffron, has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses.
She is a sought-after speaker at events for industry professionals and their clients, a regular contributor to the Australian Financial Review, The Australian and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via government and regulators.
Watch all sessions
Matt Heine, Joint Managing Director of Netwealth
Keynote: Expert advice strategies for high-net-worth clients
Watch Netwealth's Matt Heine in this Keynote roundtable as he chats to three experts with practical high-net-worth advice experience to help you understand and tailor your strategy for the Established Affluent segment.
Dean Holmes, Founder of The Wealth Network and TWN Partners
CPD Masterclass 1: Setting up your advice practice for HNW clients
Dean will take you through how to build a financial planning business which caters to the high-net-worth client and focuses on six pillars that drill down into this segment.
Eleece Quilliam, National Manager for Invesco Consulting
CPD Masterclass 2: Building strategic relationships for a pipeline of new, HNW clients
Based on a study of the behaviours of successful financial advisers, Eleece will provide you with a playbook to build your strategic partnerships for HNW referrals.
Meg Heffron, Managing Director of Heffron
CPD Masterclass 3: Super, SMSFs and technical strategies for HNW clients
Meg has a keen understanding of the super and SMSF needs of high-net-worth (HNW) individuals and will unpack key strategies for those clients with large super balances, nearing retirement.