CONFERENCE
AGENDA


8:00AM - 8:25AM

REGISTRATION & NETWORKING

8:25AM

WELCOME & INTRODUCTION

8:30AM

The major technical, regulatory and legislative changes impacting SMSFs this year and beyond

Australia’s foremost expert on the SMSF-related policy and regulation brings you the must-know developments and projections for the SMSF landscape, including:

  • Key ATO decisions, rulings and landmark cases which shape how you can and should give advice
  • Significant legislation which has passed or is in the works
  • New and emerging SMSF strategies stemming from this year’s federal budget and tax policy agenda
Peter Burgess

SuperConcepts

9:30AM - 10:00AM

MORNING TEA & NETWORKING

10:00AM

New and emerging liability considerations for SMSF accountants and advisers

Two of Australia’s top SMSF specialist lawyers use recent case studies to explain how the scope of liability has changed for SMSF practitioners, and what strategies are new strategies are necessary as a result. They will run though:

  • Lessons from significant court cases and disputes
  • What you are (and are not) covered for with professional indemnity insurance
  • How to define your engagement and involvement with a client
  • What ASIC is checking with your document trail

Scott Hay-Bartlem will be speaking at Adelaide, Bristbane and Perth
Clinton Jackson will be speaking at Sydney and Melbourne

Scott Hay-Bartlem

Cooper Grace Ward – Adelaide, Brisbane and Perth

Clinton Jackson

Cooper Grace Ward – Sydney and Melbourne

11:00AM

Strategies and crucial new considerations for pensions

One of Australia’s leading technical experts explains what the cumulative effect of several years of changes to laws relating to income streams has had on how to best structure and manage pensions, including:

  • The new reporting landscape: tips, traps and what’s to come
  • How different structures interact with the TBAR regime, including reversionary pensions
  • Crucial considerations for deeds and documents in the new environment
  • Important changes to ECPI
Craig Day

Colonial First State

12:00 - 1:00PM

LUNCH BREAK & NETWORKING

1:00PM

Contribution strategies in a post-election, post-reform environment

A longstanding expert on technical SMSF matters explains new types of contributions strategies, considerations and pitfalls to consider under the current government and in a post reform environment, including:

  • How to make use of new vehicles such as the downsizer allowances
  • How to best structure catch-up contributions
  • Critical new considerations, including the work-test exemption
  • Contribution reserving strategies: the dos
Colin Lewis

Fitzpatricks

2:00PM

The state of play with LRBAs: the rules, restrictions and what the regulator is watching with you and your clients

LRBAs and related strategies have been hit with a host of changes in recent years, and been out of favour for some time with the federal government. This advice and SMSF expert, gives a comprehensive rundown of the state of play, what strategies are on the regulator radar, and the must-know strategies for SMSF practitioners.

  • Crackdown on NALI: what to watch out for with your clients
  • Critical considerations for related party dealings and what the regulator is watching in SMSFs
  • Legislation passed and upcoming which impacts loans and property
  • How are SMSFs financing LRBAs in a tough borrowing environment?
Julie Steed

IOOF

3:00PM - 3:30PM

AFTERNOON TEA & NETWORKING

3:30PM

ATO INSIGHT AND Q&A: Updates on key decisions and upcoming expectations for SMSFs

The SMSF lead at the tax office brings exclusive insight and projections to the SMSF Summit, as well as taking live questions from the audience. You will learn:

  • Key items on the ATO’s compliance and regulatory agenda in 2019/20 and beyond
  • What key decisions ATO decisions mean for your SMSF clients
  • What’s new and emerging areas of focus are for SMSFs
  • Live Q&A: Your chance to have your questions answered by the ATO
4:30PM

CLOSING REMARKS

4:30PM - 7:00PM

NETWORKING PARTY & AWARDS