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  • Supercharge your SMSF practice

    SMSF Adviser Technical Strategy Day Melbourne

    Melbourne 8 November, 2016

    Brisbane, 15 November, 2016

    Sydney, 16 November, 2016

    Register Now!
  • Supercharge your SMSF practice

    SMSF Adviser Technical Strategy Day Brisbane

    Melbourne 8 November, 2016

    Brisbane, 15 November, 2016

    Sydney, 16 November, 2016

    Register Now!
  • Supercharge your SMSF practice

    SMSF Adviser Technical Strategy Day Sydney

    Melbourne 8 November, 2016

    Brisbane, 15 November, 2016

    Sydney, 16 November, 2016

    Register Now!


The SMSF Adviser Technical Strategy Day 2016 provides SMSF practitioners with take-home technical strategies to help build, protect and manage their clients’ wealth.

Our range of technical experts will provide in-depth and educational information, as well comprehensive updates on the latest legislative and regulatory changes in the SMSF sector.

This is a must-attend event for all SMSF practitioners, including accountants and financial planners, who are looking to bolster their SMSF expertise and best grow and protect their clients’ retirement income.

This is the perfect opportunity to tap into the minds of the best in the business, get answers to questions you've always wanted to know and network with fellow SMSF specialists.
Our speakers will provide actionable ideas and practical strategies to help SMSF practitioners best grow and protect their clients' retirement income.

Register Now!


8.15 – 8.50am Registration
8.50 – 8.55am

Official Welcome

Katarina Taurian, editor of SMSFAdviser
Terry Braithwaite,  publisher of SMSFAdviser

8.55 – 9.00am A word from our event partner Accurium
9.00 – 10.00am Peter Burgess
General manager, technical services and education – SuperConcepts

A comprehensive update and look ahead on the SMSF legislation and policy front

  • An examination of recent ATO rulings, interpretative decisions and other announcements impacting on the SMSF sector
  • Budget reform update – latest developments, roadblocks, SMSF advice integration issues and the likely implementation agenda 
  • Emerging, little-known and topical SMSF technical strategies
10.00 – 11.00am

Craig Day

Executive manager, technical services – Colonial First State

The expat SMSF: tips, traps and interactive case studies for SMSF clients

  • An interactive look at the SMSF issues that professionals are often unaware of when clients move overseas as well as when they return home
  • Central management and control – what is it, where is it and how long can clients be away?
  • The active member test and analysis of when a member is a contributor
  • Common traps and pitfalls with bringing super back from overseas, and from the UK into an Australian superannuation account
11.00 – 11.30am MORNING TEA
11.30 – 12.30pm 

Stuart Forsyth
Director, McPhersons

The strategies and hurdles you need to be aware of as the ATO and the government continue their pension focus

  • Saving tax by a lump sum election: not just transition to retirement pensions? What can we do, how does it work and what is changing? What are the real issues with this tax-effective strategy? Do you need a PBR?
  • Exempt current pension income: it appears there will be change, so will the politicians cap the balance or cap the exemption? We explore consequences of the options and strategies that may assist your clients. What can you do now?
  • Transition to retirement pensions: still a viable strategy? What is retirement and why might it matter more?
12.30 – 1.30pm LUNCH
1.30 – 2.30pm Daniel Butler
Director, DBA Lawyers

Getting up to speed on LRBAs in light of a host of compliance requisites and regulator expectations

  • Feedback on the ATO’s safe harbours in PCG 2016/5 and the clarifications that have since been issued
  • How to benchmark and document LRBAs for units in unlisted trusts and private company shares (outside the safe harbour flags)
  • What to really look out for when reviewing related party LRBAs, and the issues banks and ATO auditors typically uncover
  • What LRBA strategies should we be pursuing in view of recent super reform measures?
2.30 – 3.30pm

Clinton Jackson
Partner, Cooper Grace Ward Lawyers

Estate planningbeyond the basics: effective estate planning in the age of digital documentation 

  • New and increasing areas of litigation with SMSFs and estate planning
  • Where does your liability lie? Avoiding both common and emerging documentation pitfalls
  • Addressing the myths: commonly recommended documents and strategies that aren't always watertight
3.30 – 4.00pm AFTERNOON TEA
4.00 – 5.00pm

Kellie Grant (Melbourne session)

Director (A/G), self-managed super funds trustees portfolio superannuation, ATO

Kasey Macfarlane (Sydney & Brisbane sessions) 

Assistant commissioner, ATO

Exclusive insight into what the ATO is targeting for the SMSF sector immediately and in the long term.

  • The ATO’s SMSF compliance agenda for 2016-17 and beyond, including problem areas and emerging areas of focus
  • Insight into the progress of new and upcoming rulings and resources

  •  The ATO answers your questions live! 

5.00 – 5.05pm Official Close
Katarina Taurian, Editor of SMSFAdviser



8:15 - 8:50am Registration 
8:50am Conference commences
5:00pm Conference close

Tuesday 8 November 2016
Melbourne Convention and Exhibition Centre
Level 1, meeting rooms 105 & 106
2 Convention Centre Place  South Wharf

Click here for directions

Add to calendar


8:15 - 8:50am Registration 
8:50am Conference commences
5:00pm Conference close

Tuesday 15 November 2016
Brisbane Convention and Exhibition Centre
Plaza level rooms P6 & P7
Merivale St & Glenelg St
South Brisbane 

Click here for directions

Add to calendar


8:15 - 8:50am Registration 
8:50am Conference commences
5:00pm Conference close

Wednesday 16 November 2016
Doltone House - Jones Bay Wharf
Level 3, 26 - 32 Pirrama Rd


Hear from a range of speakers, including senior representatives from
the ATO, Colonial First State, Cooper Grace Ward Lawyers, DBA Lawyers, McPhersons & SuperConcepts
...and more to come!

Peter Burgess

Peter Burgess is general manager, technical services and education at SuperConcepts. Peter is a member of SuperConcepts’ Leadership Team and is responsible for the delivery of adviser training courses and technical support services to SuperConcepts clients.

Peter has a strong reputation as an authority in SMSF technical matters and government policy design. He is an adjunct lecturer with the University of Adelaide and is a widely published author and media commentator on SMSFs.

In 2014 and 2015 Peter was recognised as one of the top 50 most influential social media users in finance by Financial Standard Magazine. Earlier this year, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.    

Craig Day

Craig Day is executive manager, technical services, for the Commonwealth Bank’s wealth management division and has over 18 years' experience in the financial services industry.

As part of leading the technical services team, Craig is responsible for providing specialist technical support to the Commonwealth Bank’s advice, superannuation and investment management businesses, and acts as a media spokesman on superannuation and retirement planning issues.

Craig regularly presents at industry conferences and professional development events, and is actively involved in providing ongoing specialist adviser education.

Craig holds a bachelor of science, is an SMSF Association specialist adviser and is currently studying for his masters of taxation.

Daniel Butler

Dan is director of DBA Lawyers. He is recognised as one of Australia’s leading SMSF lawyers, complemented by his taxation and commercial expertise. He has worked predominantly in the fields of tax and superannuation over the past 30 years, is a qualified chartered tax adviser, chartered accountant and has an MBA from the University of Melbourne.

Dan is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Dan regularly presents for the major professional bodies, including the SMSF Association, The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network.

Dan is a member of the ATO’s superannuation industry relationship network, the chair of The Tax Institute’s national superannuation committee, a member of the Law Institute of Victoria’s tax committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject of taxation of superannuation in the University of Melbourne’s master of laws/tax program. Dan is also a Specialist SMSF Advisor™.


– See more at: https://www.dbalawyers.com.au

Stuart Forsyth

Stuart Forsyth is a director of McPhersons, a company that specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries.

Stuart is the former assistant deputy commissioner for superannuation at the ATO, where his responsibilities included active compliance and risk and intelligence for all superannuation subject areas.  He was also closely involved in the ATO’s stronger super project to implement the Cooper Review recommendations.

 With over 30 years' experience, Stuart is a regular presenter of papers and superannuation workshops and is a member of the Tax Institute’s superannuation technical committee and SISFA Technical Committee. He has also been appointed to the SMSF policy advisory council of the SMSF Owners’ Alliance.

Kellie Grant


Kellie Grant is director (A/G), self-managed super funds trustees portfolio at the ATO. With the ATO since 1997, Kellie worked in a number of areas before joining Super in 2008. She spent several years in super’s complex technical unit, providing advice on a wide range of issues. Early this year she joined the SMSF team which determines the appropriate responses to and treatments for a range of SMSF income tax and regulatory risks. Kellie’s area also manages the early engagement and voluntary disclosure service that trustees and/or their advisers can use to rectify fund breaches.


Kasey Macfarlane 

Kasey Macfarlane is the ATO’s assistant commissioner responsible for self-managed superannuation funds.  Prior to joining the ATO in 1999 Kasey worked as a chartered accountant in both a big four and a second-tier accounting firm. During her time at the ATO Kasey has undertaken a number of technical leadership roles and her responsibilities across various tax products have included:

  • Technical leadership and input into policy and law development;
  • Leading the development of ATO public rulings and guidance products;
  • Leading the management and resolution of tax-related strategic litigation matters.

Clinton Jackson

As part of Cooper Grace Ward’s commercial team, Clinton advises his clients on an extensive range of commercial and corporate matters, business mergers, acquisitions and sales, tax and structuring issues, self-managed superannuation, asset protection and succession, restructuring and exit strategies.

Clinton’s unique range of expertise enables him to assist his clients with both their personal and business legal issues and to advise through all phases of the business/investment lifecycle - from start up, growth, expansion, transition and exit.

Clinton is an accredited specialist superannuation adviser with the SMSF Association and member of the Society of Trust and Estate Practitioners.


Principal Partner

Accurium delivers innovative, accurate, reliable services to accountants and SMSF practitioners serving the needs of SMSF trustees. Accurium is the leading SMSF retirement specialist. We are well known in the SMSF market as the leading provider of SMSF actuarial certificates and retirement forecasting tools, including the retirement healthcheck.

Accurium is committed to passing on the essential tools and information that you need for success. Our exceptional service, support and technical capabilities have helped us to maintain our leading footprint in the SMSF retirement market.


Platinum Partner

Accountancy Insurance provides service to more than 2,500 accounting firms across Australasia and Canada. Accounting firms are at ease with Accountancy Insurance’s peace of mind offerings: Audit Shield (tax audit insurance) and PI Shield (professional indemnity insurance).

Audit Shield covers the professional fees incurred as a result of audit activity instigated by the ATO or other government bodies.

PI Shield is a comprehensive, cost-effective solution specifically for Australian accountants. While professional indemnity insurance is a necessity for accountants, not all policies are the same, so inquire about PI Shield today!

Talk to the Accountancy Insurance team to understand how these essential offerings will benefit your firm and your clients.

Gold Partners

As leaders in integration and innovation for the preparation of SMSF actuarial certificates, Act2 Solutions consistently provides lightning-fast turnarounds at exceptional value. Independently owned and operated, we provide our clients with a professional, friendly and knowledgeable service.

Led by Andy O'Meagher, who has been preparing actuarial certificates for more than 11 years, Act2 Solutions delivers a quality product and expertise that is backed by actuary David Quinn-Watson who has over 20 years of superannuation experience. Our clients range from small SMSF administrators and boutique accounting firms through to high-volume corporations.

Aquila Super is one of Australia’s largest and most experienced independently owned SMSF service providers.  We offer a range of SMSF services, from year-end compliance and audit, to other technical and advice related assistance. With over 18 years specialising in SMSFs, our high quality audit work and firm grasp of the ever changing regulatory environment sets us apart as one of Australia’s leading SMSF specialists.  Aquila Super is a Chartered firm and all our work is undertaken by our qualified staff in Australia.


At Count we believe accounting firms are uniquely placed to provide financial advice because of the trusted relationship they have with their clients. For over 35 years we’ve been supporting accounting firms to integrate financial advice services for the first time, helping them to build on their success and offer clients more than the traditional accounting services.

Clients prefer Count firms for their professionalism, wide-ranging expertise and community-based approaches. And accounting firms prefer Count as a licensee for our dedicated support services, proven business development capabilities for accountants and the ability to make decisions for clients based on their best interests.


Success means different things to different people. It can mean more satisfied clients, a more valuable business or a sustainable business model. If you are an accountant who wants to guide your clients on setting up SMSFs or integrate broader financial solutions into your business, we can help you make it work. Talk to us today to gain deeper insights into whether advice is right for your business and how we can help you to build on your success.

Call 1300 732 266 or email This email address is being protected from spambots. You need JavaScript enabled to view it.


Purchase Tickets

Michelle Street
Phone: 02 9922 3300
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Sponsor Enquiries

Terry Braithwaite
Phone: 02 9922 3300
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General Enquiries

Bronwyn Cooksley
Senior event producer
Phone: 02 9922 3300
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