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.
|From 3:30pm||Registration for delegates attending Specialist-only session - Concourse outside Exhibition Bay 13 & 14 or Main entrance in conference centre|
|4:00pm - 6:00pm||SPECIALIST ONLY SESSION Plenary Room 2 |
Related Parties - what complex strategies are people putting in place to avoid related party transactions?
If it looks like a duck and quacks like a duck, surely it’s a duck … but does that hold true in the complex world of related parties? Unravelling the related party maze and strategies to stay out of trouble We’ve all been there – we think we’ve got a pretty good grasp on the related party rules, but every now and then we’re thrown a doozy and initial appearances may be deceiving. We’ll workshop various SMSF client scenarios to ascertain whether an SMSF is or isn’t transacting with a related party and analyse at what points in time it actually matters. When do you want a related party relationship vs when do you not? What strategies can be employed to ensure the SMSF complies with the super law? What do you do when circumstances change? And if you come across a problem, what can you do to fix it?
Speaker: Leigh Mansell, Director, SMSF Technical & Education Services, Heffron SMSF Solutions
Facilitator: Peter Hogan, Head of Education and Technical, SMSF Association
"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
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