The rise of the Millennial SMSF trustee
The rise of the Millennial SMSF trustee

The rise of the Millennial SMSF trustee

Sketchy Bongo

48 min
Business & Finance
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Description

<p class="MsoNormal">Greg Hansen, Executive, Group Strategy at HUB24, and Jo Hurley, General Manager, Growth at Class, join the SMSF Adviser Show to talk about Millennials entering the SMSF space.</p> <p class="MsoNormal">Mr Hansen and Ms Hurley explain what is causing the expansion of the SMSF sector and how technological advancements enable customised SMSF service offerings for Millennials.</p> <p class="MsoNormal">The pair also cover how advisory firms are adapting their practices to effectively serve the evolving demands and expectations of clients.</p> <p class="MsoNormal">Finally, Mr Hansen and Ms Hurley highlight what advisers and accountants need to think about when engaging with a younger demographic to cater to their specific needs and preferences.</p>

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