AGENDA

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Welcome and Introduction from MC

AARON DUNN

CEO & Co-founder, Smarter SMSF

A comprehensive update on major policy and regulatory changes for SMSFs

• 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
• Analysis of new measures announced in the Federal Budget

LIZ WESTOVER

Partner and National SMSF Leader, Deloitte

Top 5 tips for claiming ECPI

Pension and contribution strategies for the over 65s

• New contribution strategies resulting from the recent work test changes and extension of spouse contributions
• Tips for utilising the bring-forward rules and downsizer contributions
• New strategies for clients with the reduced minimum pension requirements

MEG HEFFRON

Director, Heffron SMSF Solutions

Virtual Exhibition Break

A fresh look at SMSF documentation in the COVID environment

SMSF documentation and record keeping has never been more important in light of recent COVID-19 relief measures and the ATO's compliance focus in this area. Smarter SMSF's Aaron Dunn will explain:

• Where the law currently stands on electronic execution of documents for trust deeds and other SMSF documents
• Critical evidence and documentation required by auditors for early release of super, rent relief and other types of COVID relief measures
• What needs to be updated with investment strategies following the market downturn

AARON DUNN

CEO & Co-founder, Smarter SMSF

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Welcome and Introduction from MC

AARON DUNN

CEO & Co-founder, Smarter SMSF

The new world of NALI: Risk areas to watch out for

• Potential traps to watch out for following the amendments to non-arm’s length income
• What transactions need to be reviewed in order to minimise NALI risks for clients
• The ATO's latest guidance on non-arm’s length expenditure (NALE) and what the industry can expect moving forward

NICHOLAS ALI

Executive Manager - SMSF Technical Support, SuperConcepts

Rememberence Day 1 minute silence

Practical strategies for minimising the disruption of APES 110

The release of the restructured APES 110 Code and updated Independence Guide mean that SMSF firms will have some important business decisions to make. This session will discuss how to better manage the impact on revenue and evaluate what works best for different types of firms.

Aquila Super partner Chris Levy will provide insights on how firms can navigate the following issues:

• Minimising the impact of practical issues such as quality, fee levels and turnaround times.
• Maximising the opportunities associated with an alternative framework.
• Managing client expectations.

CHRIS LEVY

Partner, Aquila Super

SMSF property & LRBAs: Navigating the latest changes

Cooper Grace Ward partners Scott Hay-Bartlem and Clinton Jackson provide an update on recent guidance and regulatory changes in the SMSF property and loans space and flags some critical considerations for clients, including:

• An update on what compliance relief the ATO has provided to SMSFs in response to COVID around rent reductions and waivers and loan relief provided to related parties.
• Critical steps for ensuring SMSF clients are covered by the ATO's COVID-19 relief measures
• What the legislative instrument on intermediary LRBAs means for SMSF clients looking to borrow
• Common risk areas for SMSFs with property development and the ATO's latest guidance in this area

SCOTT HAY-BARTLEM

Partner, Cooper Grace Ward Lawyers

CLINTON JACKSON

Partner, Cooper Grace Ward Lawyers

Virtual Exhibition Break

The ATO's regulatory agenda for 2020-21 and beyond

The ATO will provide exclusive insight into what's currently on its radar and its plans for the SMSF sector in the longer-term. It will discuss:

• Emerging compliance concerns and focus areas
• An update on upcoming guidance for the SMSF sector
• Q&A: Have your questions answered by the ATO

JUSTIN MICALE

Assistant Commissioner, ATO

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