Agenda

SPEAKER

Shelley Banton

Head of Technical,
ASF Audits

SPEAKER

Casey McGrath

Managing Director, ASF Audits

In this informative session, Meg will provide a comprehensive update on the latest changes in legislation and regulations affecting SMSFs. She will discuss the current SMSF landscape, including recent amendments, compliance requirements, and their implications for trustees and advisors. The session will cover key topics such as NALE, Div 296, tax obligations, and pension requirements.

SPEAKER

Meg Heffron

Managing Director at
Heffron SMSF Solution

SPEAKER

Craig presents an insightful session focused on the critical role of insurance
within SMSFs. He will explore the various insurance policies available to SMSF
members, including life, TPD, and income protection insurance. Attendees will
learn about the importance of incorporating insurance into an SMSF strategy,
the regulatory requirements, and the potential tax benefits.

SPEAKER

Craig Day

Head Of Technical Services at
Colonial First State

SPEAKER

Ethics play a vital role in the professional conduct of SMSF accountants, auditors, and financial planners. Tony will delve into the ethical principles and standards governing SMSF professionals and explore real-world scenarios and case studies to understand and navigate common ethical dilemmas. Topics will include conflicts of interest, confidentiality, and the importance of transparent communication with clients.

SPEAKER

Tony Negline

Superannuation and Financial
Services Leader, CAANZ

SPEAKER

Aaron and Liz address the complexities of NALI and NALE in SMSFs. They will clarify the definitions and implications of NALI and NALE, highlighting how transactions that do not meet arm’s length standards can impact the tax treatment of SMSFs. Our experts will provide practical examples and in-depth case studies, sharing real-life “war stories” to illustrate common pitfalls and costly mistakes made by SMSF trustees.R

SPEAKER

Divorce can significantly impact SMSFs, posing unique challenges for trustees and advisors. In this session, Katie will explore the complexities of managing SMSFs during and after a divorce, providing essential guidance on handling the division of superannuation assets. She will cover the legal framework governing SMSF asset division in divorce, including superannuation splitting laws, court orders, and binding financial agreements.

SPEAKER

Katie Timms

Partner, SMSF Services at
RSM Australia

SPEAKER

Join Tim and Vivi to thoroughly understand the principles and practices of
market valuations through real-life examples and practical tips. Attendees will learn about the regulatory requirements for asset valuations, the methodologies for valuing different types of assets, and the implications of incorrect valuations on SMSF compliance and reporting. Our expert presenters will cover key topics such as property valuations, listed and unlisted securities, and collectibles.

SPEAKER

In this session, Jemma will equip SMSF advisors with the knowledge and tools
to develop robust disaster mitigation strategies. She will discuss practical measures for safeguarding SMSF assets, such as diversification, insurance, contingency planning, and regular risk assessments. Real-world examples and case studies will highlight the importance of preparedness and resilience in maintaining the long-term health of SMSFs.

SPEAKER

Jemma Sanderson

Director, Head of SMSF and Succession at
Cooper Partners

SPEAKER

Join Scott as he provides in-depth insights into Division 296 and the steps required to handle SMSFs following the death of a member. Attendees will learn about the implications oexcess transfer balance determinations, strategies to manage and rectify excess amounts, and the tax consequences. Scott will guide you through the process of managing SMSFs post-death, including the reallocation of benefits, legal obligations, and the importance of BDBNs.

SPEAKER

Scott Hay-Bartlem

Partner, Cooper Grace Ward

SPEAKER