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First name
Last name
Gender
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Age bracket
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Under 25
26-39
40-54
55-64
65-74
75+
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Company
Profession/occupation
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Financial adviser
Accountant
Stockbroker
Fund manager
Lawyer
Paraplanner
Auditor
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Topics of Interest
Administration
Aged care
Audit
Compliance
Documentation
Estate Planning
Insurance
Investments
Legal
LRBA
Practice management
Research
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Software
Strategy
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Investments of interest
Absolute return
Australian shares
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Commercial property/non-residential
Cryptocurrency
Currency
Direct domestic shares
Direct property
ETF
Fixed income
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Are you a member of a professional body?
Association of Financial Advisers (AFA)
Certified Public Accountants (CPA)
Chartered Accountants Australian & New Zealand (CAANZ)
Financial Planners Association (FPA)
Institute of Public Accountants (IPA)
Self-managed Independent Superannuation Funds Association (SISFA)
Tax Institute
Other - please state
Other:
How many SMSFs does your company manage?
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Less than 20
20-50
51-100
101-200
200+
What is your highest level of education?
Will you quit financial advice because of the FASEA educational standards?
Yes
No
If yes, why?
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Close to retirement
Unwilling to do more study
Compliance to FASEA too onerous
Other
If other, please state reason.
In regards to your SMSF related work, where do you spend the majority of your time?
Administration
Compliance
Dealing with clients
Investment strategy
Other
Other work - please state
What are the main areas of challenge in running your SMSF business?
Business continuity/succession planning
Compliance
Cost of doing business
Legislative change
Other
Other challenges - please state
What areas of advice are most sought from you by your SMSF clients?
Aged care
Estate planning
Investments
Insurance
Retirement
Fund strategy
Succession planning
Other
Other advice - please state