The SMSF Association National Conference 2019 will provide an extraordinary opportunity for you to demonstrate your strength of determination, integrity and vision to preserve a sustainable SMSF sector.
Explore the vision for the future of the sector as you continue to enhance your technical knowledge, advice and service opportunities at the most anticipated conference on SMSF professionals’ calendar.
|Open from 7:30am||Exhibition Hall Open - Exhibition Centre, Door 7|
Exhibition Hall will be closed from 3:30pm - 5:45pm
|8:00am-10:00am||SMSF Association: Thought Leadership Breakfast presented by BT Financial - Sovereign Room|
What role should SMSFs play in Australia’s superannuation system?
With the intense focus on the Australian Superannuation System created by the Productivity Commission Review of Superannuation, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry and a looming Federal election, it is the perfect time to consider how SMSFs fit in to the Australian superannuation landscape. The status quo of who SMSFs are appropriate for and for what reason they are established is being challenged by these regulatory forces. A panel of superannuation industry experts and thought leaders will discuss their thoughts on the role of SMSFs going forward and how they may be impacted by the current regulatory pressures facing the superannuation system. This breakfast will give you insight into where the SMSF sector is heading and how that may affect your business and clients.
Michael Rice, Chief Executive Officer, Rice Warner, Andrew Inwood, Founder and Principal, CoreData, Eva Scheerlinck, CEO, AIST and John Maroney, CEO, SMSF Association
Facilitated by: Melinda Howes, General Manager - Superannuation, BT Financial Group
|8:30am-10:00am||Pre-session 1: SMSF & Market Volatility - Plenary Room 1 |
Speakers from: MLC, State Street Global Advisors, La Trobe Financial, Macquarie, CommSec
This pre-session will examine the current environment in which investment decisions are being made for SMSFs and consider the impact of market volatility on SMSF and strategies for managing it.
|Pre-session 2: SMSF Sector Outlook - Plenary Room 3 |
Speakers from: Intello, OpenInvest, Australian Unity, Class, SuperConcepts
This pre-session will take a broad look at the environment in which SMSFs are operating and what are the key trends, opportunities and risks that will affect SMSF business in the next 5-10 years.
|10:15am-10:30am||Chair's Address - Plenary Room 2|
Professor Deborah Ralston, Chair, SMSF Association
|10:30am-10:40am||CEO's Address - Plenary Room 2|
John Maroney, CEO, SMSF Association
|10:40am-10:45am||Patron's Address - Plenary Room 2|
Tim Costello, Patron, SMSF Association
|10:45am-11:40am||Plenary Session 1 - Plenary Room 2|
Your conference compass: hit the ground running with this Legs & Regs update
Over a year on from the implementation of the super changes, we are still dealing with the repercussions of those sweeping reforms of 2017. Even as new challenges - such as FASEA, the Royal Commission, federal policy and increased scrutiny - present themselves, our technical expertise continues to be tested as we manage the implications of TBAR, TBC and many other regulatory changes and ATO announcements. This session will look at the key regulatory issues of today, including signposting the sessions that will help you come to grips with the fundamental reforms we have been living with.
Peter Hogan, Head of Education and Technical, SMSF Association and Peter Burgess, General Manager, Technical Services & Education, SuperConcepts
|Legs & Regs|
Plenary Room 3
Concurrent Session 1A
ASIC Regulatory Update
In this session, Liam Shorte will interview Kate Metz from ASIC and examine what’s on ASIC’s radar and discuss ASIC’s recent work on SMSFs including an indepth look at Report 575 (Improving the quality of advice and member experiences).
Kate Metz, Acting Senior Executive Leader, ASIC and Liam Shorte, Director, Verante Financial Planning
Plenary Room 2
Concurrent Session 1B
How many members is a good idea?
The (potential) increase in the number of SMSF members from 4 to 6 may seem just like a counting exercise. However, it’s far more wide reaching than that. It will impact on the type of trustee, the trust deed, voting by members and trustees as well as on the fund administration and regulatory obligations. Then there’s the impact on the fund’s investments, benefit payments and making sure members are able to move out of the fund if circumstances warrant. During this session Tim and Graeme will identify the pros and cons of a 6 member SMSF to help you provide an objective view for clients. They will focus on key concepts and talk you though the issues involved.
Tim Miller, Miller Super Solutions and Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts
Plenary Room 1
Concurrent Session 1C
You’ve got to fight for the right to remain in SMSF
With the industry changing and evolving it’s important to shape your practice to be an SMSF firm of the future. Get on board or risk being left behind as ATO evolution and legislative change forces you to re-think the way you operate. This session will explain how to run an SMSF firm of the future... With the introduction of Event Based Reporting by the Australian Taxation Office – most accounting practices are faced with the problem of transitioning the traditional year-end approach to SMSF processing to more frequent, interim updating to facilitate ongoing superannuation requirements. This session provides Accountants with a practical overview on transitioning a traditional accounting practice into an automated and efficient operation, including: - Tips on transitioning to daily or monthly processing; - Tricks to obtaining data feeds and other SMSF information; - Software considerations; - How to increase efficiency and reduce time at year-end; - How to use audit comfort letters to your benefit; - Taking a material approach to managed funds; - Communicating efficiently with your clients; - Transitioning to electronic signing and security; - Transitioning your clients to progressive billing during the financial year (bringing forward revenue); - Transitioning to a direct debit billing approach where you are control of when and how you bill your clients. This session is presented by highly experienced SMSF Specialists with experience running volume based business models.
Karen Dezdjek, Director - Wealth and Superannuation, Prime Financial Group Ltd and Olivia Long, Managing Director, Strategy and Operations - Wealth and Superannuation, Prime Financial Group Ltd
Meeting room 220
Concurrent Session 1D
Auditor best practice - a workshop examining our responsibilities in light of McGoldrick and Baumgartner
This interactive session will explore the hot topic on every auditor’s lips – the repercussions of the recent Cam & Bear v McGoldrick and Ryan Wealth Holdings v Baumgartner cases on an auditor’s responsibilities, work and practice. Set in discussion format in groups of 10 and led by esteemed lawyer Heather Gray of Hall & Wilcox, we will first examine what the cases mean from a legal context; including what happened, what didn’t happen and what – if any – precedents were set. Our panellists will then explore their interpretation of the practical impact on an auditor’s work as well as the repercussions for the sector. The session will encourage the audience to share their own perspectives of how their business is operating in light of these two cases to provide a variety of different examples of how peers are dealing with shared challenges and how an auditing professional can put their best foot forward.
Heather Gray, Partner, Hall & Wilcox, Belinda Aisbett, Director, Super Sphere Pty Ltd and Shirley Schaefer, Partner, BDO Audit (SA) Pty Ltd
|1:00pm-1:55pm||Lunch - Exhibition Centre, Door 7|
Workshop commences at 1.55pm
|Concurrent Session 2A|
The Other NDIS - Neutralising Disability in SMSFs
Whether your client has been living with disability since birth or you would like to be better prepared should your client experience illness or injury that leads to disability - this session is for you. Families often look to professional advisors for guidance and if you haven’t had to delve in, do the research and consider the issues for SMSFs it may feel overwhelming. Come along to hear about some of the issues and tips just in case you experience new or existing clients who wish to establish a new SMSF or continue to operate an SMSF where members are living with disability.
Caroline Harley, Executive Manager - Strategic Advice Specialist, Commonwealth Private Office – CBA
|Concurrent Session 2B|
The do’s and don’ts of SMSF property development
This session will examine issues that can arise when SMSFs carry on property development, including: whether an SMSF can carry on a property development, the ATO’s current views, SIS Act and Tax Act considerations, different ways to structure an SMSF property development and issues arising out of the use of related builders.
Phil Broderick, Principal, Sladen Legal
|Concurrent Session 2C|
The how-to guide for a realistic, appropriate and compliant SOA
Statements from the ASIC noting that “nine out of ten pieces of SMSF advice reviewed by ASIC across 137 difference licences did not comply with the best interest duty” – raises concerns about the SMSF advice process and documentation. This presentation will focus on a realistic approach on how to deliver and prepare a compliant SOA and complete client file, to ensure that your advice is in the clients best interest and that you have a defendable client file.
Christina Kalantzis, Principal, Alexis Compliance & Risk Solutions Pty Limited
Meeting room 220
Is your documentation up to it - the next frontier of SMSF and estate disputes…
For many years the focus on SMSF documents has been on binding death benefit nominations. More recently however, the cases have revolved about the effectiveness of other SMSF documentation such as changes of trustee, deed variations and pension documents, and these are fast becoming the newest form of estate dispute. With the incidence of fights involving those sort of documents increasing, will your SMSF documents stand the test? This workshop will examine the recent cases and the lessons to be learned from them, common mistakes and how not to make them, what can go wrong when everything does not line up, what to look for and how to fix it.
Scott Hay-Bartlem, Partner, Cooper Grace Ward
|2:55pm-3:35pm||Afternoon Tea - Exhibition Centre, Door 7|
|3:35pm-4:35pm||Concurrent Session 3A|
Getting ahead of FASEA - what do you need to do now?
This session will examine the FASEA requirements with the view to: • Identify education pathways for bridging courses for different categories of advisers • Detail what advisers can expect in terms of the subject content for these bridging courses • Provide detail around the compulsory examination process for all licensed advisers • Outline ways in which the SMSF Association can assist members with educational resources in the transition to this new regime The session will also outline the enhancements to the Continuing Professional Development program of the Association being introduced over the course of the next six months, including: • An enhanced SSA pathways program • An extended education pathway for all members from those seeking specific subject matter information to those wanting formal educational qualifications • Details of a different approach to our CPD program"
Peter Hogan, Head of Education and Technical, SMSF Association
|Concurrent Session 3B|
Spouse equalisation strategies - is it worth it?
Spouse equalisation strategies have become more popular since the introduction of super reform. In this presentation, we’ll examine how to best equalise superannuation balances in a total super balance and transfer balance cap environment, including potential benefits and pitfalls.
Yvonne Chu, Head of Technical Services, Australian Unity
|Concurrent Session 3C|
Obstacles in SMSF regulation: What affects technology in your practice?
Is it true that the more things change the more they stay the same? Recent developments in SMSF audit technology has seen low-level ticking and flicking replaced with robotic process automation. But as technology continues to develop at breakneck speed, it’s critical that SMSF auditors continue to meet their professional and regulatory obligations. This session will explore the risks of replacing traditional audit methods with technology. We also discuss the outcomes of 2 recent court cases that held SMSF auditors accountable and investigate their impact on implementing technology at practice level
Shelley Banton, Executive General Manager, Technical Services, ASF Audits
|4:50pm-5:40pm||Plenary Session 2 - Plenary Room 2|
Death, taxes and the Transfer Balance Cap
Come along to this case study based session to test your knowledge of what you may need to think about and do following the death of a client. The case studies explore both pre and post death strategies and cover a range of issues, including: • death benefit rollovers - the tips and traps • reversionary pensions, death, CGT and asset segregation • practical transfer balance account valuation issues • younger surviving spouses, insurance and death benefit income streams.
Craig Day, Executive Manager, Technical Services, Colonial First State
|5:45pm-7:45pm||CommSec Welcome Reception - Exhibition Centre, Door 7|
"Really enjoyed the conference, first time attending in a few years, will be going to the conference in Melbourne 2019."
"...was one of the best conferences I have attended."
"This was the best conference content for the last 3 years."
Head of Policy
Head of Education & Technical
Cooper Grace Ward
Executive Manager, Technical Services
Colonial First State
Commonwealth Private Office, CBA
Executive Manager, SMSF Technical Services
Director, SMSF Technical Education Services
Heffron SMSF Solutions
Available to all SMSF Association members
Includes: 1 x National Conference 2019 Registration + 1 x Associate Membership (membership until 31 March 2020 *T&C's)
Registration covers attendance to conference only
For all registration enquiries please contact the Conference Office, Waldron Smith Management, directly on (03) 9645 6311 or [email protected].
*T&C's Click here to view registration Terms and Conditions.
Although you don’t need to be an SMSF Association member to attend the conference, there are plenty of benefits and rewards for joining now, including preferential event registration rates.
Take advantage of our National Conference registration + Membership special offer displayed above.
Follow the prompts to register and the SMSF Association membership team will be in touch within a few days after they have processed your application.
Enjoy all the benefits and entitlements that form part of being a valued member of the SMSF Association.
We’d love for you to join us, but first you may be after some more information on what membership is all about; if so,
Delegates are entitled to SMSF Association CPD points for attending the SMSF Association National Conference 2019 - details coming soon. As a guide, in 2018 delegates received up to 23 CPD points.
Delegates will be given the opportunity to download a copy of the speaker presentations and technical papers as soon as possible prior to the conference. These can be printed or saved to digital devices if you wish to have them with you at the conference.
Due to the highly technical nature of the content and the speaker's desire for the most up to date information in these presentations & technical papers, download links are normally only issued one week prior to the event.
Please note the presentations and technical papers will also be available via the conference app.
You are strongly advised to secure appropriate travel and health insurance. Delegate registration fees do not provide any such insurance coverage. The SMSF Association and the Conference Office accept no responsibility for any loss in this regard.
All Conference Registration Fees and Additional Ticket rates are quoted in Australian Dollars and are inclusive of GST.
The SMSF Association is committed to maintaining the privacy of the individuals with whom we work, or come in contact with during our work. We are committed to continued compliance with the National Privacy Principles, and enforce our policies, procedures and compliance to our staff, officers and contractors.
Information requested and provided on conference online forms will be used for the primary purpose for which it is collected and for such other secondary purposes that are related to the primary purpose and are reasonably expected, or for which consent has been given.
As a participant of the SMSF Association National Conference 2019 your image or voice may be recorded via video, photograph or by any other means (“recorded”) by an officer or official of the SMSF Association National Conference 2019, and may be distributed or published at the discretion of the SMSF Association. If you do not wish to be recorded, you are required to formally advise the SMSF Association National Conference 2019.
Members who have not renewed their membership for the 2018/19 membership year may not re-join at pro-rata membership rates and participate in the early bird registration, or take advantage of the National Conference Registration + Membership Special Offer. If you wish to access early bird registration rates you must renew your 2018/19 membership in full. Contact Member Services on (08) 8205 1950.
Registration cancellations received up to 5.30pm CST (Adelaide) 30 days before the Conference (on or before Friday 18 January 2019) may be eligible to receive a full refund less AU$230 administration fee.
Any cancellation received less than 30 days prior to the Conference (Saturday 19 January 2019 onwards) will not be eligible to receive a refund.
A credit may be held to be applied to any other SMSF Association event (not membership fees) however this is subject to approval.
NOTE: Any applicable refund will be returned via the same payment method as the original receipt of funds.
Attendee substitutions to another member of your organisation can be made until the event commences. This may be subject to a price adjustment if applicable. [email protected]
Hotels impose strict cancellation policies and may charge 100% cancellation fee within 30 days. Please refer to the individual hotel cancellation policies. Any amendments to original hotel bookings must be forwarded in writing to the Conference Office.
Hotels impose strict cancellation policies and may charge 100% cancellation fee within 30 days. Any amendments to original hotel bookings must be forwarded in writing to the Conference Office. Please refer to the individual hotel cancellation policies which can be found under more details.
Waldron Smith ManagementT: 03 9645 6311
Alistair Shields – Member Relationship Manager02 8311 4182
Craig Montgomery – Membership Services Manager08 8205 1950
Nicholas Way – Shed MediaT: 0434 729 577