The SMSF Summit this year will again showcase an array of SMSF technical specialists, presenting on topics ranging from updates on policy and legislation, crucial considerations with documentation, strategies and pitfalls to consider under the current government, and activities by the regulator. You can access the full agenda here.
SuperConcepts’ Peter Burgess will kick off the conference with a rundown of the major technical, regulatory and legislative changes impacting SMSFs this year, including key ATO decisions and rulings which shape how SMSF professionals provide advice.
Mr Burgess will also outline new and SMSF strategies stemming from this year’s federal budget and tax policy agenda.
Cooper Grace Ward partners Scott Hay-Bartlem and Clinton Jackson will use recent case studies to explain how the scope of liability has changed for SMSF practitioners, and what strategies SMSF professionals can use to protect themselves.
They will discuss what SMSF professionals are covered for under professional indemnity insurance, how to define engagement and involvement with a client, and what ASIC is checking with document trails.
Colonial First State executive manager Craig Day will explain the interaction between different types of pensions with the TBAR regime, including reversionary pensions, considerations for deeds and documents, and the changes happening with exempt current pension income (ECPI).
There will also be a session on contribution strategies in the post-election, post-reform environment, presented by head of strategic advice at Fitzpatricks Private Wealth, Colin Lewis.
IOOF senior technical services manager Julie Steed will explore the changes happening with non-arm’s length income and limited recourse borrowing arrangements (LRBAs) as well as critical considerations for related-party dealings.
She will also discuss how SMSFs are financing LRBAs in what has become a tough borrowing environment.
The ATO will also be presenting at the conference, informing delegates about the key items on the ATO’s compliance and regulatory agenda in 2019–20 and beyond.
There will also be an opportunity for delegates to have their questions answered by the ATO.
CPD points will be available, as well as additional materials and workbooks from the speakers for delegates to take back to their practices.
The SMSF Summit will be coming to five capital cities including Adelaide, Brisbane, Sydney, Melbourne and Perth. To secure your ticket to the SMSF Summit, please click here.
For more information about the SMSF Summit and Awards, click here.
