The SMSF Association’s 2025 Technical Summit, taking place at the Sydney Masonic Centre on August 6–7, will challenge SMSF professionals to confront the realities of practising in a high-stakes, high-compliance environment – where policy settings are shifting, regulation is tightening, litigation risk is rising, and the line between guidance and advice has never been more blurred.
This year’s program goes beyond theory – cutting through the noise to deliver practical insights into the ethical dilemmas, compliance pitfalls, and behavioural challenges facing the sector. From managing client capacity and aged care transitions to navigating superannuation contribution and pension strategies, dealing with related-party transactions, and identifying emerging audit risks, the Technical Summit equips professionals to operate with confidence in an increasingly complex sector.
“In today’s environment, where one misstep can lead to litigation or loss of professional standing, SMSF professionals are facing unprecedented scrutiny, from clients, regulators, and peers,” says SMSF Association CEO Peter Burgess.
“Sound technical knowledge alone is no longer enough. SMSF professionals must now demonstrate professional judgment, ethical clarity, compliance discipline, and strategic foresight in every client interaction. This Technical Summit is designed to deliver exactly that.”
He says this year’s program is anchored by five powerful questions every SMSF practitioner must be prepared to answer:
- How do you support your clients without crossing regulatory boundaries?
- Are you truly delivering holistic advice – or just part of the picture?
- Are you getting it right, or waiting for the regulator to step in?
- Can your professional judgment hold firm when clients present moral and ethical dilemmas?
- Are you learning from courtroom decisions – or heading for it?
These questions will be explored across keynote presentations, technical sessions and workshops – with case studies featured prominently throughout the program to bring real-world client scenarios to life.
With sessions led by some of the profession’s most trusted names – including keynote speakers Peter Burgess, Craig Day, Louise Biti and Bryce Figot – this year’s Technical Summit will challenge attendees to think deeply about their responsibilities and equip them with the clarity, confidence, and tools needed to navigate client situations with both technical precision and professional integrity.
To register for the 2025 Technical Summit, click here.