SMSF Association National Conference 2018

14 - 16 February 2018 | ICC Sydney
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National Conference begins in:

Conference Highlights

The SMSF Association National Conference 2018 will expand your SMSF knowledge and take you beyond the expected. Rise above the competition and position yourself as a leader in the SMSF sector with technical excellence and thinking post the 1 July 2017 changes.

Attend the most anticipated conference on the SMSF calendar and expand your technical knowledge, advice and service opportunities.

  1. 2018 Conference highlights

  2. Dynamic professional development

  3. Networking: Social functions

  4. Explore Sydney

  5. Workshops

  6. Thought Leadership Breakfast

  7. The Ultimate SMSF Exhibition

  8. Expert speakers

  9. Benefits of membership

2018 Program Overview

Open from 7:30am Exhibition Hall Open - Exhibition Hall 1
8:00am-10:00am SMSF Association: Thought Leadership Breakfast - Cockle Bay Room 1
Does superannuation need to play a broader role in the retirement of Australians in the future?
With so much focus on changes to the taxation settings for superannuation in recent times, the 2018 SMSF Association Thought Leadership Breakfast provides a timely opportunity to consider longer term challenges for SMSFs and the superannuation system. One of these challenges is how will superannuation continue to meet the needs of retirees going forward. Should superannuation be limited to its core purpose of providing retirement income or can its remit be expanded to cater for health and aged care too? Should housing be more integrated with superannuation and the age pension? Is the way we draw down on superannuation savings fit for purpose going forward? These all important questions that the 2018 SMSF Association Thought Leadership Breakfast will grapple with.

Professor Phil Dolan, Adjunct Professor, Monash Business School, Monash University
Dagmar Parsons, CEO, National Seniors
Melinda Howes, General Manager, Superannuation at BT Financial Group
Facilitator: John Maroney, CEO, SMSF Association
8:30am-10:00am Pre-session 1 - Parkside Room 1
Evolution: SMSF Investments
Session detail to come
Pre-session 2 - Pyrmont Theatre
Evolution: SMSF Disruption
Session detail to come
10:15am-10:30am Opening Address - Darling Harbour Theatre
John Maroney, CEO, SMSF Association
10:30am-10:45am Patrons Address - Darling Harbour Theatre
Tim Costello, Patron, SMSF Association
10:45am-11:40am Plenary Session 1 - Darling Harbour Theatre
Legislation and Regulations Update
2017 was another very busy year for the SMSF industry. We had the implementation of the 2016 Budget changes, with the rules being tweaked and changed until the last minute.
Each action we took threw us new challenges as we then moved through the post implementation consequences of what we have been so busy doing.
As if that was not enough, the 2017 Budget saw more changes announced.
And then there’s all the ATO announcements, plus proposals for new reporting regimes!
This session will look at the major changes of 2017, including signposting the sessions that will help you come to grips with the fundamental reforms we have been living with.

Scott Hay Bartlem, Partner, Cooper Grace Ward

12:00pm - 1:00pm
Legs & Regs
Pyrmont Theatre (Level 2)

Concurrent Session 1A
Documentation when starting a pension
Neal Dallas, Principal,
McInnes Wilson Lawyers, Chris Humphrey, Principal, Chris Humphrey Private Wealth Management
Darling Harbour (Level 2)

Concurrent Session 1B
Contribution opportunities - nothing has changed, or has it?
Peter Crump, Private Client Adviser, Ipac
Parkside 1 (Level 2)

Concurrent Session 1C
Professional Standards - what the rules will look like
C4.5 (Level 4)

No Session
Workshops start at 1:50pm
1:00pm-1:55pm Lunch - Exhibition Hall 1

Workshop commences at 1.50pm
Concurrent Session 2A
TRIS strategy traps
There is nothing more certain than death and taxes! There is nothing more uncertain than death and taxes when combined with a transition to retirement income stream (TRIS). This session will consider the once logical strategy of transitioning to retirement and see how the strategy operates in a logic free post super reform environment. Using the case study to guide us, the session will contemplate the following whilst simultaneously concluding that there is still a time and place for TRIS:
  • The validity of TRIS and salary sacrifice arrangements
  • Creating new inTRISts – are there benefits in multiple pensions?
  • Once a TRIS always a TRIS – satisfying certain conditions of release
  • Can your TRIS be reversionary?

Tim Miller, Founder and Education Specialist
Miller Super Solutions
Concurrent Session 2B
SMSF exit strategies and alternatives
There are many instances where an SMSF may no longer be the best solution for clients. Understanding the relative merits of the available alternatives for winding up an SMSF can assist practitioners to provide best interest advice to their clients. The introduction of the transfer balance cap has significant estate planning consequences which may impact on the need for alternative structures. This may require future SMSF exit strategies to be considered in the immediate future. In this session we will:
  • Review Government activities regarding SMSF exit strategies
  • Identify when an SMSF exit strategy may be required
  • Understand the alternative exit strategies that are available
  • Identify clients for whom an alternative structure may be beneficial

Julie Steed, Senior Technical Services Manager
Australian Executor Trustees
Concurrent Session 2C
SMSF Policy Outlook
Jordan George, Head of Policy
SMSF Association
Workshop 2D
How to: Prepare your SMSF for death
Bryce Figot, Special Counsel
DBA Lawyers
2:55pm-3:35pm Afternoon Tea - Exhibition Hall 1
3:35pm-4:35pm Concurrent Session 3A
Building blocks of Estate Planning post 1 July 2017
Bhavesh Mistry, Principal and Solicitor
Mistry Fallahi Lawyers & Business Advisors
Concurrent Session 3B
The property marketplace: Funding and owning property in an SMSF
Mark Rogerson, Managing Director, Rogerson Kenny Business Accountants
Concurrent Session 3C
ATO portals and the practicalities of the reporting regime
Kasey Macfarlane, Assistant Commissioner, SMSF Segment, Superannuation, Australian Taxation Office and Michael Houlihan, Director, Australian Money Planners
4:50pm Plenary Session 2 - Darling Harbour Theatre
How estate planning has to change
Peter Burgess, General Manager, Technical Services and Education, SuperConcepts
5:40pm CommSec Welcome Reception - Exhibition Hall 1


"The SMSF Association National Conference is my must attend annual study is a great concept."

Chris East

Director, SSA

East Partners Pty Ltd

"Great conference with good content, excellent speakers & great venue. One of the best quality & professional conferences I believe I've attended."

Judy Mostaard

Senior Financial Planner, SSAud


"Best design and delivery of sessions for a day in over 35 years professional experience as a public accountant."

Ronald James Gauld


Gauld Tulloch Bove Pty Ltd