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-9:05am||Plenary Session 6 - Plenary Room 2|
What does the Royal Commission mean for financial services in Australia?
The Royal Commission's final report is due to be released on 1 February 2019 and the SMSF Association National Conference will be the first major financial services conference to analyse the report. This session will explore how the Royal Commission could impact financial services and SMSFs. The top 5 burning questions you'll get an answer to are: 1. How will financial advisers be impacted by the Royal Commission? 2. Will the AFSL model change? 3. Will the vertically integrated financial services company be a thing of the past? 4. What are the impacts on SMSFs? 5. How will the Royal Commission impact the financial system regulators? Join respected industry expert Jeremy Cooper and The Australian's Wealth Editor, James Kirby, as they conduct a deep-dive analysis of the report and unravel the potential consequences of the report's recommendations and what this may mean for you as a financial advisor and for your clients.
The Hon Bernie Ripoll, Director, SAS Group Jeremy Cooper, Chairman, Retirement Income, Challenger Limited and James Kirby, Wealth Editor, The Australian
|9:05am-9:15am||Special Address - Plenary Room 2 |
Hon Stuart Robert MP, Assistant Treasurer
9:30am - 10:20am
Workshops commence at 9:30am
|Legs & Regs |
Plenary Room 3
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
Structuring Investment Options - How to read your client
We often receive meeting requests from clients - existing or new (such as Jack or Jack Jr) - to discuss a new investment option they have identified. They either know what they want (or do they?) or they just want to do something. As practitioners, how do we evaluate them as clients, what they want or what they want to achieve? Probably more importantly, how do we determine “what is best” for them and how to structure the transaction? This will be a practical session of one adviser’s overview of a client’s circumstances, an assessment of some of the issues which may arise and possible outcomes. There is no right or wrong answer, but failing to consider issues can result in an administrative or investment nightmare for the client. We will assume a basic understanding of the operation of various structures.
Peter Fry, Director - Wealth and Superannuation, Peter Fry & Associates
|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 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.
Clinton Jackson, Partner, Cooper Grace Ward
Meeting room 219
Getting money into super using small business CGT concessions
With the contributions landscape being turned on its head from 1 July 2017, the CGT cap presents an ideal opportunity for clients to boost their superannuation savings. However, a combination of the complexity of the conditions to access the concessions and the one-off nature of selling a business means that it is often difficult to clearly identify and assess opportunities to boosting superannuation using the CGT cap. This workshop will review the various strategies available for maximising the CGT cap, common mistakes made when determining eligibility to the concessions and whether the CGT cap trumps buying business premises using an SMSF.
Darren Wynen, Director, Insyt Pty Ltd
|10:20am - 10:55am||Morning Tea - Exhibition Centre, Door 7|
|10:55am - 11:45am||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 - Selling assets and realising capital gains or losses at retirement - Taking a large payment from the SMSF - TRIS conversion to retirement phase - Receiving an inheritance, contribution and pension strategies - Managing liquidity for funds with large assets when in pension phase 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
|11:55am - 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 - 12:30pm||Awards Ceremony - Plenary Room 2 ||12:30pm - 12:45pm||Closing Address - Plenary Room 2 |
Robin Bowerman, Vice-Chairman, SMSF Association
|1:00pm - 2:30pm||Charter Hall Final Day Luncheon - Melbourne Room |
Dr Richard "Harry" Harris SOC OAM, Thailand cave rescue diver, 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
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