Wednesday, 8 October InterContinental Melbourne
Thursday, 16 October Watersedge Brisbane
Friday, 24 October Four Seasons Sydney

Principal partner

All partners

About the event

The SMSF Technical Strategy Day 2025 is the definitive event for SMSF professionals determined to stay ahead in a rapidly evolving regulatory environment. With landmark reforms like the Division 296 tax reshaping superannuation strategy, this event delivers timely, critical insights from Australia’s foremost SMSF experts.

Across a full day of technical sessions, attendees will uncover strategic responses to sweeping legislative change, sharpen their advisory capabilities, and equip themselves with actionable tactics to protect and grow client wealth. More than just updates, the event delivers the tools to lead in an era where compliance precision and strategic foresight are paramount.

Join a peer network of forward-thinking professionals and ensure your advice stays indispensable in a post-Division 296 world.

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WHY YOU SHOULD ATTEND

SMSF Technical Strategy Day 2025

Master the new compliance landscape: Deep dive into the Division 296 tax and develop robust strategies to navigate new thresholds and obligations.
Sharpen strategic advisory skills: Gain advanced tactics in contribution planning, asset valuation, and estate structuring under a transformed legislative regime.
Prepare for the next wave of change: Stay ahead of impending regulatory shifts and position your clients and your practice for long-term success.
Expand your professional network: Connect with top advisers, auditors, legal experts, and trustees at a time when peer insights are more valuable than ever.
Strengthen client outcomes: Leave equipped with practical, immediately applicable strategies to optimise tax outcomes, compliance, and succession planning.

Who should attend?

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SMSF advisers and accountants:

Professionals managing SMSF strategies and compliance looking to future-proof their advice.
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Financial planners:

Advisers seeking to integrate SMSF expertise into holistic wealth management.
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SMSF auditors:

Audit specialists navigating new valuation standards and administrative challenges.
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Estate planning lawyers:

Legal experts focusing on SMSF trust deeds, death benefits, and succession strategies.
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High-net-worth advisers:

Wealth managers advising clients impacted by the $3 million super tax threshold.

About the awards

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

The Partner of the Year Awards is back for 2025 and is once again bringing you an unparalleled awards program that identifies the legal partners, or partner equivalents, 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 a prestigious accolade.

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Why enter the SMSF Technical Strategy Day?

Gain national recognition and elevate yourself above the rest as an up-and-coming name in the legal industry and across Australia.

STAND OUT IN A COMPETITIVE MARKETPLACE

Set yourself apart and strengthen your position in the legal profession by elevating your personal brand with these awards. Be recognised as one of Australia’s top legal partners and gain the credibility to unlock new opportunities.

HIGHLIGHT YOUR ACHIEVEMENTS

With a highly regarded judging panel, a Partner of the Year award is recognition of your capabilities and passion for driving the industry forward.

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

A Partner of the Year award reaffirms the role of your organisation, or you personally, in advancing the legal industry.

How to enter the awards:

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

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Register your account through our secure awards platform. Register and log in here.

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

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

Locations and schedule

UPCOMING EVENT
Melbourne
Wednesday, 8 October 2025
InterContinental Melbourne
Registration starts 8:00am
Official event start 8:30am
UPCOMING EVENT
Brisbane
Thursday, 16 October 2025
Watersedge Brisbane
Registration starts 8:00am
Official event start 8:30am
UPCOMING EVENT
Sydney
Friday, 24 October 2025
Four Seasons Sydney
Registration starts 8:00am
Official event start 8:30am

LOCK IN YOUR REGISTRATION!

Ticket pricing

First release

$299

Excl. GST


Ends midnight Tuesday, 5 August 2025





*Not applicable to product and service providers

Second release

$399

Excl. GST


Until sold out


*Not applicable to product and service providers

Product and service providers

$1,600

Excl. GST


Until sold out


Summit speakers

Aaron Dunn
Aaron Dunn
CEO & Co-Founder, Smarter SMSF
Shelley Banton
Shelley Banton
Head of Technical, ASF Audits
Liam Shorte
Liam Shorte
Managing Director, Financial Planner & SMSF Specialist Adviser, SONAS Wealth
Liz Westover
Liz Westover
Partner, Deloitte
Peter Johnson
Peter Johnson
Founder, Advisers Digest
Phil Broderick
Phil Broderick
Principal, Sladen Legal

Event produced by

Captivate