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|
|8:15am-9:10am||Plenary Session 6 - Plenary Room 2 |
What does the Royal Commission mean for financial services in Australia?
Session synopsis to be released soon...
The Hon Bernie Ripoll MP, Jeremy Cooper, Chairman, Retirement Home, Challenger Limited and James Kirby, Wealth Editor, The Australian
9:25am - 10:15am
Workshops commence at 9:20am
|Legs & Regs |
Plenary Room 1
Concurrent Session 8A
The ultimate guide to understanding ECPI and segregation
For professionals dealing with SMSFs in retirement phase it is more important than ever to understand the rules and regulations governing exempt current pension income. The super reforms introduced additional complexities that mean ECPI is no longer solely a consideration for the fund accountant at year end, but is something that advisers and accountants must consider in advance when setting fund strategy. This session will dive deep into ECPI and segregation to provide you with all you need to know to think strategically around ECPI. We will cover: - Eligibility to claim ECPI, the two available methods and when they must be used - Actuarial requirements and calculation of the exempt income calculation - Disregarded small fund assets, deemed segregation and elected segregation - The impact of ECPI and segregation on recognising capital gains and losses, deductibility of expenses and utilising carried forward tax losses. We recommend attending this session prior to attending Session 9A which will consider strategies for how financial advice provided to SMSFs and tax planning can account for ECPI and segregation to optimise tax outcomes and simplify administration for a client.
Melanie Dunn, SMSF Technical Services Manager, Accurium
Plenary Room 2
Concurrent Session 8B
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, Practice Manager, Commonwealth Private Office – CBA
|Business Practicum |
Meeting rooms 212 & 213
Concurrent Session 8C
Business Practicum - How prepared are you for the future of SMSF?
The SMSF sector is at a critical junction, impacted by an ever-changing landscape of legislative reforms, regulatory changes and the exponential advancements of technology. With the potential of a change of Government, the SMSF sector may again be confronted with fresh challenges, having already transitioned clients through the measures at 1 July 2017. Therefore, how we respond as an industry is more crucial than ever before. This requires us to assess the many aspects of the sector – from the appropriateness of policy settings today through to how well practices are transitioning their business models to serve the needs of current and future SMSF members. In part 1 of 2 in this practicum, Aaron shares key insights into the SMSF sector today, helping you to ascertain how your practice compares with others in the field. Looking at insights from the Future of SMSF report, Aaron will explore details on service delivery, pricing models, business growth, the use of technology, key challenges and opportunities to drive growth. With the future of SMSF going to look very different from where it is today, Aaron will be challenging practitioners to change their thinking towards their SMSF business model in order to succeed into the future.
Aaron Dunn, CEO, Smarter SMSF
Meeting room 219
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.
Clinton Jackson, Partner, Cooper Grace Ward
Meeting room 220
Getting money into super using small business CGT concessions
Workshop synopsis coming soon...
Darren Wynen, Director, Insyt Pty Ltd
|10:15am - 10:50am||Morning Tea - Exhibition Centre, Door 7|
|10:50am - 11:40am||Concurrent Session 9A |
Has your client actually retired ? The five things everyone gets wrong, and everything you need to master this vital question
Since 1 July 2017 correctly determining whether your client has actually retired (within the meaning of the SIS regs) is critical. However, there is much misinformation. Attendees at this session will learn the five things everyone gets wrong, master the definition of ‘retirement’ and its nuances, as well as learn about new opportunities that most miss!
Bryce Figot, Special Counsel, DBA Lawyers
|Concurrent Session 9B |
Strategies to maximise ECPI on client's assets
Using case studies this session will highlight how important it is to plan ahead for ECPI and segregation as part of both the advice and accounting processes for an SMSF. We will highlight issues that can occur where advice does not take account of ECPI and the advice opportunities that exist for improving client outcomes. We will use real life case studies to examine from an actuarial, administration and advice perspective how a strategic wrong turn can mean additional compliance cost and poor tax outcomes for the client and what you can do to avoid those issues when providing financial advice. We will work through case studies to identify compliance considerations that will be important for the fund adviser and accountant to understand. Then look for opportunities for how advice can reduce administration costs and maximise ECPI. In particular we will consider strategies that look at some key events, which occur when providing retirement phase advice to SMSF retirees - The use of elected segregation and setting a fund investment strategy - Pension commencements and commutations - Taking payments and lump sums from the SMSF - Realising capital gains and losses This session will assume knowledge of the rules and regulations for ECPI and segregation. We recommend attending Session 8A that will cover in detail the technical knowledge required to understand and implement the strategies considered in this session.
Melanie Dunn, SMSF Technical Services Manager, Accurium and
Chris Morcom, Director / Private Client Adviser, Hewison Private Wealth
|Concurrent Session 9C|
Business Practicum - The key ingredients to building a successful modern SMSF practice
Having gained insights into the challenges and opportunities within the SMSF sector, part 2 of this practicum will see Aaron take you through the recipe required for building a successful SMSF business. This interactive session provides you with the opportunity to assess your current model by understanding the key drivers of high performing SMSF businesses today, and importantly how you need to respond in this ever-changing landscape on to achieve success into the future.
Aaron Dunn, CEO, Smarter SMSF
|11:50am - 12:25pm||Plenary Session 7 - Plenary 2 |
Conference wrap up
After two and a half days of technical learning and practice, this relaxed discussion will consolidate the key takeaways our expert panel took from the sessions they attended and encourage you to consider what lessons and perspectives you found most valuable to take back to your desk.
Peter Hogan, Head of Education and Technical, SMSF Association
Scott Hay-Bartlem, Partner, Cooper Grace Ward
Craig Day, Executive Manager, Technical Services, Colonial First State
|12:25pm - 12:40pm||Closing Address - Plenary Room 2 |
Robin Bowerman, Vice-Chairman, SMSF Association
|1:00pm - 2:30pm||Final Day Luncheon featuring Awards Ceremony - Melbourne Room |
Dr Richard "Harry" Harris SOC OAM, Thailand cave rescue diver, South Australian of the Year 2019
"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