Agenda

SPEAKER

Shelley Banton

Head of Technical,
ASF Audits

SPEAKER

Casey McGrath

Chief Executive Officer,
ASF Audits

Ready to stay ahead of the curve? In this fast-paced session, Peter cuts through the noise to discuss the latest SMSF legislative changes that matter. From pension rules and Div 296 tax to transfer balance caps, Peter breaks down what’s changing and what it means for your clients. Walk away with practical insights and the confidence to tackle all of the new SMSF updates head-on this financial year.

SPEAKER

Peter Burgess

Chief Executive Officer,
SMSF Association

SPEAKERS

Meg’s session is your essential guide to the latest strategic insights on SMSFs, including Div 296, legacy pensions and more. You’ll gain practical insights to help your clients stay compliant while uncovering strategic opportunities in SMSFs. Whether you’re reviewing funds or advising clients, this session ensures you’re not just keeping up, but staying ahead of the SMSF curve.

SPEAKER

Meg Heffron

Managing Director at
Heffron SMSF Solutions

SPEAKER

The rules surrounding SMSF pensions are shifting again, and staying up-to-date with the changes is crucial for compliance and effective strategy. This session explores the latest developments in pension regulation, including updates to the transfer balance cap, commutation requirements and practical planning tips. It’s time to reset your pension knowledge and get ahead of the curve.

SPEAKER

Tim Miller

SMSF Technical and Education
Manager at Smarter SMSF

SPEAKER

Getting asset valuations wrong can trigger serious compliance consequences. Julie applies the microscope to market valuation rules for SMSFs, with a focus on hard-to-value assets, such as unlisted shares, unit trusts, and property. She will break down ATO expectations, audit documentation requirements, and practical approaches to gather and assess valuation evidence.

SPEAKER

Julie Steed

Senior Technical Services Manager,
Insignia Financial

SPEAKER

Craig will take you inside the ATO’s current compliance priorities, enforcement actions, and what typically triggers a knock on the door. Whether it’s a questionable title to assets, a related-party lease gone wrong, or loans to members, SMSF missteps can quickly land funds in the ATO’s crosshairs. He will explore real-life case studies, warning signs to watch out for, and how to respond when things go off track.

SPEAKER

Craig Stone

General Manager – Quality and Technical Services,
SuperConcepts

SPEAKER

Related party transactions are a compliance minefield for SMSFs: one wrong step can lead to breaches, in-house asset issues, or even NALI exposure. In this session, Jemma unpacks the rules, risks, and real-world red flags when dealing with related entities, investments, and leases.

SPEAKER

Jemma Sanderson

Director, Head of SMSF and Succession,
Cooper Partners

SPEAKER

What happens when an SMSF trustee loses capacity? It’s a scenario that many overlook until it’s too late. In this session, Scott examines the legal, compliance, and practical implications of trustee incapacity, including enduring powers of attorney, replacement trustee requirements, and the risks associated with delayed action.

SPEAKER

Scott Hay-Bartlem

Partner, Cooper Grace Ward

SPEAKER

Think you know your SMSF stuff? It’s time to put your knowledge to the test in this fast-paced, interactive session designed for seasoned SMSF professionals. From tricky legislative twists and obscure compliance traps to real-world scenarios that stump even the experts, Craig will challenge what you think you know. Compete with your peers, sharpen your technical edge, and gain practical insights all while having fun. Bragging rights and prizes included.

SPEAKER

Craig Day

Head Of Technical Services,
Colonial First State

SPEAKER

Richard Smith

Director of Strategic Development,
ASF Audits