Principal Partners
About the Masterclass
The essential, must-attend event for SMSF advisers
Don’t miss the SMSF Adviser Technical Strategy Masterclass – a unique, live, FREE-TO-ATTEND stream event designed for SMSF specialists and SMSF advice fund managers to arm you with the opportunity to acquire the latest insights and trends within the SMSF space.
Across two, action-packed days over 10 and 11 November, SMSF Adviser will focus on the technologies, processes, strategies and trends that are leading the way in shaping the future of SMSFs and helping you navigate this intense climate of great change.
With expert-led sessions, keynote addresses, fireside chats, product solution demos, networking opportunities and one-on-one conversations with product service providers – we’ll give you the critical information that SMSF specialists need to ensure you and your clients thrive.
Tailor your schedule to your needs by registering for the sessions you feel are most valuable to you and your business. They are all FREE to attend and 100 per cent online.
Take some important time out to develop your skills in a streamed environment for the months that lie ahead.
WHY YOU NEED TO ATTEND AND WHAT YOU’LL LEARN:
- The very latest from the ATO and their regulatory priorities for the year ahead
- A comprehensive update on all major policy and regulatory changes for SMSFs
- Fresh tips and strategies for the over 65s following recent contribution changes
- Navigating the latest changes and critical considerations in the SMSF property and loans space
- New measures to ensure your SMSF documentation is up to date in the COVID environment
- Non-arm’s length income and expenditure – what you can do moving forward
The 2020 agenda has been designed to provide a practical program to equip you with the knowledge, strategies and processes to combat the current environment, grow your client base and set yourself up for greater success.
This not-to-be-missed event will be live streamed – so you can watch from your office or your home! Don’t miss out.
Highlighted sessions
A comprehensive update on major policy and regulatory changes for SMSFs
10:00 AM | 10 Nov 2020
Liz Westover Pension and contribution strategies for the over 65s
11:20 AM | 10 Nov 2020
Meg Heffron A fresh look at SMSF documentation in the COVID environment
12:30 PM | 10 Nov 2020
Aaron Dunn The new world of NALI: Risk areas to watch out for
10:00 AM | 11 Nov 2020
Nicholas Ali SMSF property & LRBAs: Navigating the latest changes
11:25 AM | 11 Nov 2020
Scott Hay-Bartlem 
Clinton Jackson The ATO's regulatory agenda for 2020-21 and beyond
12:30 PM | 11 Nov 2020
Justin Micale 
