Agenda

Regulation | Legislation

This session is your not-to-be-missed legislative update for SMSF advisers wishing to keep ahead of the regulatory curve. Delivered by Aaron Dunn, this session will provide you with a comprehensive update on major policy and regulatory changes for SMSFs as we analyse the new measures announced in the federal budget.

In this session, gain insights to:

• A detailed recap of recent legislative changes impacting SMSFs and what measures are still to come
• An examination of recent ATO rulings, law companion guides and other new guidance
• Strategies to manage the impact of reforms and identify new opportunities
• New and emerging SMSF strategies stemming from this year’s federal budget

Aaron Dunn

CEO & Co-founder, Smarter SMSF

Legislation | Pensions |Tax

Changes announced in the May 2021 federal budget for legacy pensions will potentially have profoundly positive impact on clients receiving these pensions but also flow-on effects on the treatment of pension reserves, creating uncertain and complex tax issues.

In this session, you will:

• Deep-dive into the announcements for legacy pensions as you discover the new opportunities and risks
• Develop strategies to educate clients in the changes and provide guidance to restructuring their affairs

Meg Heffron

Director, Heffron SMSF Solutions

Contributions | Compliance

Following the release of the 2021 federal budget, gain key insights to navigate the changing contributions landscape to prepare your clients and develop new strategies to maximise super contributions.

In this session:

• Navigate changes to various contribution caps from 1 July 2021
• Identify key strategies that can be used with the revised contribution caps and rules
• Gain insights into how changes to the total super balance (TSB) thresholds impact the use of the bring-forward rule for non-concessional contributions
• Learn about what’s ahead with proposed changes to contribution rules from the federal budget

Julie Steed

Senior Technical Services Manager, Australian Executor Trustees

The retirement phase tax exemption is the most valuable concession available to SMSFs, so it’s important to get it right. This session will help SMSF practitioners claiming ECPI for their clients.

• Accurium's Head of Education, Mark Ellem, will provide his top five tips for helping SMSFs maximise their ECPI
• Matthew Richardson, Accurium's SMSF Manager, will run through the most frequently asked questions by Accurium clients when ordering actuarial certificates, providing practical solutions to those issues

Matthew Richardson

SMSF Manager, Accurium

Mark Ellem

Mark Ellem, Head of Education, Accurium

Estate Planning | Succession Planning | Risk Management

With the increasing number of court cases involving death benefits in SMSFs, greater care should be placed in evaluating discretion or direction approaches when it comes to death benefits.

In this session, gain insights in:

• The benefits and challenges presented by the trustee’s discretion in paying death benefits
• The options for and circumstances when that trustee’s discretion should be removed
• How conflicts of interest affect the payment of death benefits in SMSFs
• The issues and opportunities in succession planning presented by six-member SMSFs

Scott Hay-Bartlem

Partner, Cooper Grace Ward

Clinton Jackson

Partner, Cooper Grace Ward

Risk Management | Compliance

Transitional relief is coming to an end. This session will arm you with the knowledge you need now to safeguard your practice and clients in the wake of NALI reforms.

In this session:

• NALI case studies - gain insights and learnings from case studies of clients and practices that have been caught out
• Safeguard clients - key strategies and considerations for minimising NALI risk to clients
• SMSF watchdog - discover what will leave your practice vulnerable to ATO perusal in 2021 and beyond

Craig Day

Head of Technical Services, Colonial First State

Regulation | Compliance

The ATO’s approach to investment strategies has caused a rippling effect for auditors, as increased focus could soon be ramped up on the fund’s compliance in the coming few years.

Join us as the ATO provides an overview into the key projects, top compliance issues and initiatives affecting SMSF advice the ATO will be focusing on in FY21–22 and beyond.

In this session, the ATO will provide key insights into:

• Top compliance issues impacting SMSF the ATO will be focusing on this financial year
• Updates on ATO systems changes and initiatives
• Insights into independent auditor requirements
• Strategies for navigating the SuperStream roll-out
• A breakdown of key projects, the development pipeline and what outcomes advisers can expect

Kellie Grant

Director, Self-managed Super Funds, Approved Auditors Portfolio, Australian Taxation Office