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Highlights and key takeaways from the SMSF Adviser Strategy Day

clinton jackson meg heffron shail singh tim miller smsf vkuout
By Legal
19 October 2022 — 1 minute read

Four of the expert presenters from the SMSF Adviser Technical Strategy Day share some of their insights and practical tips from their sessions.

Heffron managing director Meg Heffron discusses some of the opportunities and strategies emerging with pension planning for SMSFs.

Clinton Jackson from Cooper Grace Ward Lawyers talks about his session on the current state of play with BDBNs and what it means for SMSFs.

Tim Miller from Super Guardian touches on a couple of key lessons from his session on compliance hurdles with cryptocurrencies and other digital assets.

Finally, Shail Singh, acting lead ombudsman for investments and advice at the Australian Financial Complaints Authority, shares some practical tips from his session on dealing with disputes and updates on various legislative developments.

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Highlights and key takeaways from the SMSF Adviser Strategy Day
clinton jackson meg heffron shail singh tim miller smsf vkuout
smsfadviser logo
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