The rise of the Millennial SMSF trustee

2023-08-16

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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. 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. The pair also cover how advisory firms are adapting their practices to effectively serve the evolving demands and expectations of clients.

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.

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.

The pair also cover how advisory firms are adapting their practices to effectively serve the evolving demands and expectations of clients.

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.

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