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Our 2023 partners

What others say

Great event, very informative and well run by Aaron as MC and being able to livestream was really good especially living in Western Australia.”
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Bradley Raw, Insight Advisory Group
Overall, it was a well presented and well organised event. The technical content presented on the day was terrific.
Anonymous
As usual it is a great Event with Excellent presenters and topics and great value for money.
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Anonymous
One of the most informative well-structured sessions I have been to yet.
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Anonymous
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About the 2023 Summit

Australia's leading event in arming SMSF specialists with the knowledge to supercharge their business!

In its 10th year running, this event has become the go-to destination for SMSF professionals seeking to stay on top of critical regulatory and legislative changes. This year’s event was especially important – with major adaptations advisers will need to adhere to for late 2023, attending the October event was key in terms of timing in the SMSF industry.

Following a year of volatile economic activity and major changes to tax policy, the agenda was packed with in-depth discussions on SMSF regulation and compliance, investment strategies, tax planning, estate planning and retirement planning. Attendees had access to top industry leaders and experts through technical keynote sessions, giving them the opportunity to learn from the best in the business.

As the Australian superannuation market continues to evolve, it’s more important than ever for SMSF professionals to stay ahead of the curve. With expert-led sessions and a jam-packed agenda, the SMSF Adviser Technical Strategy Day offered the critical information that SMSF specialists need to ensure them and their clients thrive.

Attendees walked away from the event with a detailed understanding of all the policy and regulatory changes impacting SMSFs, a best practice approach to SMSF estate planning and succession planning, and the tools to navigate complex SMSF property investment issues such as LRBAs, NALI and unit trusts. Additionally, they had the chance to network with fellow SMSF professionals and have their questions answered by our expert speaker line-up.

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WHAT ATTENDEES LEARNT

At the SMSF Adviser Technical Strategy Day 2023, leaders in SMSF dived into:

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Keep up to date with major policy and regulatory changes for SMSFs.
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Navigate generational wealth transfers and the unique planning needs of older clients.
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Prepare for a new world of potential traps and risks following the announcement of the $3 million threshold.
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Manage complex SMSF property investment issues such as LRBAs, NALI and unit trusts.
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Navigate the new era of SMSF document management.

WHY YOU SHOULD ATTEND

The SMSF Technical Strategy Day 2024

Don’t miss out on this unique opportunity to stay ahead of the curve in the ever-evolving Australian superannuation market. Register now for the SMSF Adviser Technical Strategy Day and level up your technical knowledge!

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Network face-to-face with fellow SMSF professionals and industry leaders.
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Have your burning questions answered by our expert speaker line-up.
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Walk away with the knowledge and skills to enhance your clients’ super returns.
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Form a detailed understanding of all the policy and regulatory changes impacting SMSFs so you can confidently guide your clients through any emerging compliance traps.
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Earn CPD accreditation to further your professional development.

Who should attend?

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SMSF specialists working across the advice, accounting and audit spaces

Agenda highlights

Session

Welcome from MC

Aaron Dunn Aaron Dunn
CEO & Co-founder,
Smarter SMSF
Session

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

Scott Hay-Bartlem Scott Hay-Bartlem
Partner,
Cooper Grace Ward
Clinton Jackson Clinton Jackson
Partner,
Cooper Grace Ward
Session

Navigating SMSF property investment in a high interest rate environment

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

Summit speakers

Aaron Dunn
Aaron Dunn
CEO & Co-founder,
Smarter SMSF
Andy O'Meagher
Andy O'Meagher
Managing Director,
Act2 Solutions
Clinton Jackson
Clinton Jackson
Partner,
Cooper Grace Ward
Craig Day
Craig Day
Head of Technical Services,
Colonial First State
David Goldsmith
David Goldsmith
Business Development Manager,
Class
George Haramis
George Haramis
CEO & Co-Founder,
accountantsGPS & moneyGPS
Liz Westover
Liz Westover
Partner,
Deloitte
Meg Heffron
Meg Heffron
Managing Director,
Heffron
Raymond Hempstead
Raymond Hempstead
Founder/Managing Director,
Supavest
Scott Hay-Bartlem
Scott Hay-Bartlem
Partner,
Cooper Grace Ward
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Event highlights

HIGHLIGHTS FROM LAST YEAR’S EVENT

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