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FULL AGENDA

FULL AGENDA

Day 1

20 October 2021

Virtual exhibition open

9:00 AM - 9:30 AM

Welcome day 1 from master of ceremonies

9:30 AM - 9:40 AM
Aaron Dunn

Aaron Dunn

CEO & Co-founder, Smarter SMSF

Optimising deemed segregated periods

9:40AM - 10:05AM

In this session, Rebecca will give you a strong understanding of how to optimise deemed segregated periods to better equip you in assisting your clients on improving their exempt current pension income. Specifically, she will cover how to identify, create and extend deemed segregated periods.

Rebecca Oakes

Rebecca Oakes

SMSF Technical Manager, Act 2 Solutions

FY 21–22 Outlook: The SMSF adviser’s guide to legislative reforms

10:05 AM - 11:05 AM

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

Aaron Dunn

CEO & Co-founder, Smarter SMSF

Virtual exhibition open

11:05 AM - 11:25 AM

Downsizer super contributions

11:25 AM - 11:55 AM

In this session, Stuart will run through downsizer super contribution eligibility requirements, as well as review some SMSF considerations and the implications of getting it wrong.

Stuart Sheary

Stuart Sheary

Senior Technical Services Manager, IOOF TechConnect

Key Budget Update: Navigating legacy pensions and tax exemptions

11:55 AM - 12:55 PM

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

Meg Heffron

Director, Heffron SMSF Solutions

Virtual exhibition open

12:55 PM - 1:30PM

Event concludes

1:30 PM

Day 2

21 October 2021

Virtual exhibition open

9:00 AM - 9:30 AM

Welcome day 2 from Master of Ceremonies

9:30 AM - 9:45 AM
Aaron Dunn

Aaron Dunn

CEO & Co-founder, Smarter SMSF

The Contributions Landscape: Key insights and opportunities

9:45 AM - 10:45 AM

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

Julie Steed

Senior Technical Services Manager, Australian Executor Trustees

Practical tips for claiming ECPI

10:45 AM - 11:15 AM

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

Matthew Richardson

SMSF Manager, Accurium

Mark Ellem

Mark Ellem

Mark Ellem, Head of Education, Accurium

Virtual exhibition open

11:15 AM - 11:50 AM

Wealth Transfer: Critical insights into estate and succession planning

11:50 AM - 12:50 PM

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

Scott Hay-Bartlem

Partner, Cooper Grace Ward

Clinton Jackson

Clinton Jackson

Partner, Cooper Grace Ward

Virtual exhibition open

12:50 PM - 1:30 PM

Event concludes

1:30 PM

Day 3

22 October 2021

Virtual exhibition open

9:00 AM - 9:45 AM

Welcome day 3 from Master of Ceremonies

9:45 AM - 10:00 AM
Aaron Dunn

Aaron Dunn

CEO & Co-founder, Smarter SMSF

Navigating NALI: Key updates and insights

10:00 AM - 11:00 AM

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

Craig Day

Head of Technical Services, Colonial First State

An introduction to Cryptocurrencies

11:00 AM - 11:30 AM

Bitcoin and other cryptocurrencies have seen exponential growth as retail, sophisticated and institutional investors continue to pour in. You will see more of your clients asking questions about the crypto market, its potential, the risks, how much they should invest and how.

This session has been designed to give Financial Planners, Advisers and Accountants a solid understanding of the basics of Bitcoin and Cryptocurrencies to hold better conversations with clients about the emerging asset class.

Lee Eaton

Lee Eaton

National Head of Business Development, Independent Reserve

Virtual exhibition open

11:30 AM - 11:50 AM

The Essential ATO Update for SMSF Advisers

11:50 AM - 12:50 PM

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

Kellie Grant

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

Event wrap-up from Master of Ceremonies

12:50 PM - 1:00 PM
Aaron Dunn

Aaron Dunn

CEO & Co-founder, Smarter SMSF

Virtual exhibition open

1:00 PM - 1:30 PM

Event concludes

1:30 PM