Agenda

SPEAKER

Shelley Banton

Head of Education,
ASF Audits

SPEAKER

Richard Smith

Managing Director,
ASF Audits

Tim will be covering the following topics:

• Legislative state of play – what recent changes have been introduced or
  are pending
• Latest news from the Regulator – tips and traps to stay on their good side
• I fought the law and the law won – an overview of recent legal cases that
  impact SMSFs

SPEAKER

Tim Miller

SMSF Technical and Education
Manager at Smarter SMSF

SPEAKER

Pension phase is when having an SMSF really comes into its own. Meg will be talking through
the unique flexibility and opportunities SMSFs provide when it comes to:

• Managing retirement income from pensions
• Implementing valuable strategies
• Optimising tax outcomes

SPEAKER

Meg Heffron

Managing Director at
Heffron SMSF Solution

SPEAKER

Business Real Property (BRP) within a SMSF is a hugely popular strategy and has a number of important SIS considerations that must be complied with at all times. This session will dive into a number of these issues and will be exploring:

• The BRP rules, including SMSFR 2009/1, and the interaction with the IHA rules.
• The connection between property-use and business, including what needs to be considered when changing a residential property to BRP and wanting to enter into a related party lease arrangement.
• Other common scenarios, including short-term accommodation (Airbnb), and the use of solar panels (existing or adding) on BRP.

SPEAKER

Aaron Dunn

CEO & Co-founder,
Smarter SMSF

SPEAKER

There have been substantial changes to superannuation contributions over the past few years that have presented incredible opportunities for members to build their superannuation. However, there are many opportunities for members and advisers to inadvertently breach the caps when various areas are not considered. In this session, Jemma will outline some of the contribution issues to be aware of, and also the process where there is an excess and it needs to be dealt with (which is not as diabolical as it used to be). Items to be addressed include:

• Accidentally triggering a bring forward period where TSB and contribution history isn’t considered
• The change to the work test and what not meeting it means for contributions, especially with the procedures for deductibility.
• The process for dealing with an excess contribution – how to release excess amounts correctly.

SPEAKER

Jemma Sanderson

Director, Head of SMSF and Succession
Cooper Partners

SPEAKER

Join our SMSF Experts as they address questions and concerns from the audience. Attendees will have the opportunity to engage in a lively Q&A, where they can seek advice, share experiences and gain a deeper understanding of SMSF topics such as:

• Compliance and regulation
• Investment strategies
• Insurance and risk management

SPEAKER

Scott will be covering the following topics:

• What are the triggers for SMSF disputes at the moment?
• What to do to make sure your clients are not caught up in them?
• How can advisers protect themselves?

SPEAKER

Scott Hay-Bartlem

Partner, Cooper Grace Ward

SPEAKER