2023 dates to be announced

What others say

Great event, very informative and well run by Aaron as MC and being able to livestream was really good especially living in Western Australia.”
Bradley Raw, Insight Advisory Group
Overall, it was a well presented and well organised event. The technical content presented on the day was terrific.
Anonymous
As usual it is a great Event with Excellent presenters and topics and great value for money.
Anonymous
One of the most informative well-structured sessions I have been to yet.
Anonymous

Our 2022 Partners

About the 2022 summit

Our highly acclaimed SMSF Adviser Technical Strategy Day provided attendees with technical knowledge, providing the strategies and tools essential to achieving the best outcomes for clients. Leading industry professionals and thought leaders explored what the evolving political and regulatory landscape means for advisers and their SMSF clients.

The SMSF Adviser Technical Strategy Day keeps you up to date with regulatory and legislative changes, industry movements towards investing in digital assets within portfolios, SuperStream rollover best practice, and strategies to enhance your clients’ super contributions.

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About the Awards

Recognising the leading partners and partner equivalent in the business of law

The Partner of the Year Awards is back for 2022 and is once again bringing you an unparalleled awards program that identifies the legal partners, or partners equivalent, across individual practice areas within the Australian legal profession.

The awards are regarded as one of the legal profession’s most prestigious accolades and pinpoint professional development and innovation, showcasing the individuals who are leading the way in the industry.

Recognising specialists from corporate and criminal to family, mergers and acquisitions, and so much more, this is your chance to be recognised as one of the leading partners in Australia.

Get ready to celebrate in style at an awards night designed for the stars. We are more excited than ever to celebrate those propelling the industry forward.

Take the first step in being recognised at a national level and build a reputation for excellence. The awards are open to all individuals and businesses operating in Australia supporting the business of law.

Don’t miss your chance to win this coveted award and reap the benefits of the prestigious accolade.

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Event Date: Thursday, 24 November 2022
Venue: Grand Hyatt, Melbourne
Pre-Drinks: Commence 6:30pm AEDT
Official event start: 7:00PM AEDT
Dress: Black tie

OUR RANGE OF EXPERTS PROVIDED ATTENDEES WITH THE TOOLS TO:

Keep up to date with major policy and regulatory changes for SMSFs

Assist clients with new contribution strategies stemming from the work test changes

Explore cryptocurrency and digital assets and manage the compliance aspects

Navigate the latest case law in the SMSF estate and succession planning space and assist clients with their planning

Prepare for a new world of potential traps and risks following the amendments to NALI and NALE

The SMSF Adviser Technical Strategy Day is back for its ninth year and is set to deliver a jam-packed agenda with expert-led sessions giving you the critical information that SMSF specialists need to ensure you and your clients thrive. Enjoy this face-to-face day which will allow you to engage with your Industry peers and hear technical updates firsthand. Register today to secure your spot!

SMSF ADVISER TECHNICAL STRATEGY DAY in 2023

The ATO's view on a range of SMSF matters and their regulatory priorities for the year ahead

A detailed understanding of all the policy and regulatory changes impacting SMSFs

The record-keeping and compliance requirements for cryptocurrency and other digital assets including NFTs

The latest contribution strategies including recontribution and downsizer strategies and considerations around tax, transfer balance accounts and the total super balance

A best practice approach to SMSF estate planning and succession planning

How to navigate difficult situations with SuperStream rollovers and prevent potential issues arising

Why you should attend

SMSF ADVISER TECHNICAL STRATEGY DAY in 2023

Get back to face-to-face events and network with fellow SMSF professionals

Have your questions answered by our expert speaker line-up

Walk away from these sessions with the knowledge and skills to restructure your programs

Gain CPD accreditation

Who Should Attend?

SMSF specialists working across the advice, accounting and audit spaces

2022 Agenda Highlights

DAY 1

The latest on the SMSF legislation and policy front

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Matt Manning

Technical Consultant,
BT Financial Group

DAY 1

The latest on the SMSF legislation and policy front

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Bryan Ashenden

Head of Financial Literacy & Advocacy,
BT Financial Group

DAY 1

Panel session: A troubleshooting guide to SuperStream rollover issues

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Lyn Formica

Head of SMSF Technical & Education Services,
Heffron

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Justin Liow

Product Manager - Simple Fund 360,
BGL

DAY 1

Panel session: A troubleshooting guide to SuperStream rollover issues

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Shelley Banton

Head of Education,
ASF Audits

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Jeevan Tokhi

Head of Product - Simple Fund 360,
BGL

DAY 1

Exploring new possibilities with contribution strategies

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Craig Day

Head of Technical Services,
Colonial First State

DAY 1

SMSF compliance hurdles with cryptocurrency and other digital assets

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Tim Miller

Education Manager,
SuperGuardian

DAY 1

AFCA update: Top insights for preventing advice disputes

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Shail Singh

Acting Lead Ombudsman. Investments and Advice,
AFCA

Our 2022

Conference Speakers

Aaron Dunn
Aaron Dunn
CEO & Co-founder,
Smarter SMSF
Andy O'Meagher
Andy O'Meagher
Founder & Director,
Act2 Solutions
Bryan Ashenden
Bryan Ashenden
Head of Financial Literacy & Advocacy,
BT Financial Group
Carolyn O'Brien
Carolyn O'Brien
New Business Development,
Class
Clinton Jackson
Clinton Jackson
Partner,
Cooper Grace Ward
Craig Day
Craig Day
Head of Technical Services,
Colonial First State
Jeevan Tokhi
Jeevan Tokhi
Head of Product - Simple Fund 360,
BGL
Jo Hurley
Jo Hurley
General Manager - Growth,
Class
Justin Liow
Justin Liow
Product Manager - Simple Fund 360,
BGL
Lyn Formica
Lyn Formica
Head of SMSF Technical & Education Services,
Heffron

Why enter the Women in Law Awards?

Gain national recognition and elevate yourself or your business above the rest as up-and-coming names in the legal industry and across Australia.

STAND OUT IN A COMPETITIVE MARKETPLACE

For organizations, securing a Women in Law Award will set you apart when attracting and retaining the best talent while strengthening your position when winning (and retaining) business. For individuals, recognition will underpin career advancement.

HIGHLIGHT YOUR ACHIEVEMENTS AND EXPERIENCE IN DELIVERING THE INDUSTRY FORWARD

With a highly regarded judging panel, a Women in Law Award is peer-reviewed recognition of your capabilities and passion for driving the industry forward.

GAIN RECOGNITION FOR YOUR CONTRIBUTION TO THE AUSTRALIAN LEGAL INDUSTRY’S SUCCESS

A Women in Law Award reaffirms the role of your organisation, or you personally, in advancing the legal industry.

How to enter the awards:

Decide which categories you are eligible to go into. Review the categories here.

Register your account through our secure awards platform. Register and login here.

Fill in the details of your submission/s. Review the judging process here.

When you’re happy with your submission, press save and lodge it!

Event highlights

HIGHLIGHTS FROM LAST YEAR’S EVENT.

Event Organisers