SMSF Association CEO Peter Burgess said the outstanding success of last year’s event demonstrates the strong attraction that a combination of technical workshops and engagement with industry experts presents for specialist members.
The 2023 workshop sessions will include DBA Lawyers’ Bryce Figot focusing on the tips and traps of the Total Super Balance and Transfer Balance Cap regimes, and Colonial First State’s Craig Day presenting his take on the latest in contribution strategies.
In other workshop sessions, Accurium’s Mark Ellem will dive into a series of case studies designed to explore the technical issues that can arise during the preparation of annual financial statements, while Aged Care Steps’ Louise Biti will look at aged care and housing affordability solutions.
In his keynote address opening the Summit, Mr Burgess will provide expert analysis and critical review of Treasury consultation papers (including the proposed $3 million cap), ATO rulings, enacted law and draft legislation impacting on the SMSF sector and the broader super industry.
Heffron Consulting Meg Heffron’s keynote address in the morning on day one and also looks at the $3 million cap.
“Although not all SMSF clients will be subject to the new tax on earnings for balances over $3 million, it is clearly a major issue for our industry,” Ms Heffron said.
“I will explore some of the new challenges and decisions for impacted clients, advisers and accountants whilst also discussing what this means for the future place of SMSFs in our superannuation landscape.”
Chair of SMSFA, Scott Hay-Bartlem from Cooper Grace Ward, will wrap up the 2023 Technical Summit with an estate planning update, sharing his predictions on future litigation “hotspots”, as well as previewing how the proposed $3 million cap is expected to impact on future estate planning strategies.
Seats at this year’s Technical Summit will be limited, so delegates are encouraged to register early.
Register here for Technical Summit 2023.
