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2023 agenda

8:00am - 8:30am

Registration and networking

8:30am - 8:40am

Welcome from MC

Aaron Dunn
CEO & Co-founder,
Smarter SMSF
8:40am - 9:40am

Stay ahead of the game: Navigating the SMSF landscape

Stay up to date on the latest industry developments and regulations. In this session, we’ll dive into the current state of the SMSF landscape, including updates on the Quality of Advice Review (QAR), the latest budget announcements and new legislation affecting the SMSF sector.

Attendees will learn about:

  • The impact of the QAR on SMSF advice
  • The latest budget developments and their potential impact on the SMSF sector
  • The latest legislation and regulations affecting SMSFs
Craig Day
Head of Technical Services,
Colonial First State
9:40am - 10:05am

Morning tea and networking

10:05am - 11:05am

The latest SMSF strategies for older clients

As the number of SMSF clients over 70 continues to increase, managing their changing needs and requirements has become a critical challenge for SMSF advisers. In this session, we will explore a raft of strategies that can be implemented for the over 70s demographic across pensions, contributions and tax planning.

Key takeaways:

  • How the latest policy proposals impact older SMSF clients including the proposed $3 million threshold and how to manage any impact
  • Strategies for pensions and how to structure pension payments in the most effective way
  • Tax planning strategies to reduce the amount of tax paid by future beneficiaries
Meg Heffron
Managing Director,
11:05am - 12:05pm

Navigating the challenges of getting money out of an SMSF before and after death

Getting money out of an SMSF without incurring unnecessary costs is of critical importance to most clients. The recent announcement of an additional 15 per cent tax rate for accumulation balances over $3 million will bring this further into the spot light as clients look at how best to structure their retirement savings.

In this session, we will delve into the detail regarding:

  • Strategies for transferring lumpy assets out of an SMSF before and after death
  • When a benefit payment will be a ‘member benefit’
  • Documentation you need to be able to pay a ‘member benefit’ near death
  • The proper process for paying death benefits so that you avoid a challenge

Don’t miss this opportunity to enhance your knowledge and expertise in this critical area of SMSF administration.

Scott Hay-Bartlem
Cooper Grace Ward
Clinton Jackson
Cooper Grace Ward
12:05pm - 12:10pm

accountantsGPS: An insight

How technology both enhances an accountant’s ability to deliver tailored strategic guidance to SMSF clients and their reputation as their clients’ trusted adviser.

George Haramis
CEO & Co-Founder,
accountantsGPS & moneyGPS
12:10pm - 12:55pm

Lunch and networking

12:55pm - 1:55pm

SMSF Property Issues: Latest developments and key considerations

Property investments through SMSFs can be a lucrative strategy, but they can come with complex and strict compliance requirements and regulations.

Join this session to stay up to date with the latest developments and requirements related to SMSF property investments. We will cover critical topics such as LRBAs, NALI and NALE, current unit trust issues, market valuation requirements, compliance issues and the latest considerations for SMSF property investments.

In this session, gain insights into:

  • Compliance requirements for LRBAs and how to structure them correctly to avoid any issues
  • The latest updates on non-arm’s length expenses (NALE) legislation and how SMSFs with property investments will be impacted
  • Considerations and current issues with the use of unit trusts
  • Market valuation requirements
  • Best practices for advising clients on property investments and navigating potential challenges
Liz Westover
1:55pm - 2:25pm

Navigating SMSF property investment in a high interest rate environment

Property values have gradually been improving in recent months despite the potential headwinds from interest rates and cost-of-living pressures. However, there are some key considerations for SMSFs with property investments.

This session will explore:
Managing potential cash flow risks for SMSFs with property – particularly those with pensions or that are close to starting pensions
What SMSFs should be thinking about with their fund’s investment strategy
*What the current lending landscape is like for SMSFs at the moment

Aaron Dunn
CEO & Co-founder,
Smarter SMSF
Raymond Hempstead
Founder/Managing Director,
Tanya Hoshek
Executive General Manager – National Distribution,
La Trobe Financial
2:25pm - 2:50pm

Afternoon tea

2:50pm - 3:20pm

The shift to quarterly transfer balance cap reporting

With quarterly-based reporting now officially in force for all SMSFs as of 1 July, all unreported events that occurred before 30 September 2023 must be reported by 28 October 2023.

In this session we explore:
How to prepare clients previously reporting transfer balance account events on an annual basis to the quarterly-based regime
What systems and processes SMSF professionals may need to change in order to adapt
Dealing with valuations of fund assets where the data is unavailable
Potential reporting traps with the shift to quarterly reporting and tips to prevent issues occurring

Aaron Dunn
CEO & Co-founder,
Smarter SMSF
Andy O'Meagher
Managing Director,
Act2 Solutions
David Goldsmith
Business Development Manager,
3:20pm - 4:20pm

Navigating the new era of SMSF document management

Get ahead of the game and stay compliant with the latest updates on SMSF documentation in Australia. With the government’s modernizing business communications and registers project, changes are coming to the way SMSF documents, including financial statements and in-house asset plans, are signed and executed.

Join us for an in-depth look at:
The current state of the law and potential pitfalls to avoid
Upcoming legislation and its impact on document processes
What auditors will be checking for in terms of proper execution and record keeping
Attend this session to gain practical knowledge and best practices to streamline your SMSF documentation process.

Aaron Dunn
CEO & Co-founder,
Smarter SMSF
4:20pm - 4:25pm

MC Close


Event Concludes