The SMSF Association is delivering this virtual event
in conjunction with STEP, and coming together to enhance

the SMSF expertise of estate planning lawyers.

The SMSF Association is delivering this virtual event in conjunction with STEP, and coming together to enhance the SMSF expertise of estate planning lawyers.

Experience a half-day, virtual program presented by the biggest names involved in the Australian Estate Planning sector.

What will I get from attending?

UNLOCK CPD

Up to 3.5 CPD hours available

STAY A STEP AHEAD

Hear directly from the experts

ACCESS ON-DEMAND

Flexible learning, with online access for a month post event date

Wednesday 5 June 2024

9:30am - 1:00pm (AEST)

Member Price

$ 330 inc GST
  • Only available for:
  • SMSF Association Members
  • STEP Australia Members      

Non-Member

$ 550 inc GST
  •  

All Estate Planning Exchange 2024 registration fees are in Australian Dollars and inclusive of GST.
View full Terms and Conditions for Estate Planning Exchange 2024 here.

Meet Your Speakers

Caite Brewer

Barrister, 
Hemmant’s List

View Caite's biography
Lyn Formica

Head of Education & Content,
Heffron

View Lyn's biography
Scott Hay-Bartlem

Partner,
Cooper Grace Ward Lawyers

View Scott's biography
Ann Janssen

Special Counsel & Divisional Head, Estate First Lawyers

View Ann's biography
Bryan Mitchell

Principal,
Mitchells Solicitors

View Bryan's biography
Peter Burgess

CEO,
SMSF Association

View Peter's biography
Ian Raspin

Chair,
STEP Australia

View Ian's biography

All Estate Planning Exchange 2024 registration fees are in Australian Dollars and inclusive of GST.
View full Terms and Conditions for Estate Planning Exchange 2024 here.

Program

Wednesday 5 June 2024

On-demand sessions will be available until 7 July

Please note, program time is reflected in AEST

9:00am
VIRTUAL PLATFORM OPEN
9:30am - 9:35am
WELCOME & INTRODUCTION

Peter Burgess, CEO, SMSF Association

9:35am -10:35am
SESSION 1
Unlocking the power of SMSFs in Estate and Succession Plans

Lyn Formica, Head of Technical & Content, Heffron Consulting Pty Ltd

With over $876 billion of superannuation savings invested in SMSFs, it is important to understand the pivotal role that SMSFs can play in estate and succession plans.

Come along to this session to unlock the full potential of integrating SMSFs into your clients’ estate plans to ensure the efficient and tax effective transfer of superannuation benefits to chosen dependants.

Join Lyn, an esteemed SMSF specialist, as she navigates the key issues that may arise upon the death of a client with benefits in an SMSF to:

  • Gain valuable insights on determining eligibility for inheriting super death benefits and exploring the various payout options available;
  • Discover effective strategies for clients to control the destination of their super benefits post-death, whether through binding nominations or reversionary pensions; and
  • Understand the critical role of the client’s executor in managing their SMSF affairs.

Do not miss this opportunity to elevate your expertise to provide comprehensive estate and succession plans to your clients, which harness the power of SMSFs.

10:35am - 11:35am
SESSION 2
Trust in Trusts: Optimising Estate Planning where there are Discretionary Trusts

Bryan Mitchell, Principal, Mitchells Solicitors

When it comes to wealth management, few tools rival the versatility and effectiveness of discretionary trusts. Take your estate planning expertise to the next level by focusing on all the legal and practical steps that must be taken to ensure a smooth transition of a discretionary trust in the face of death or incapacity.

Join Bryan for an exclusive deep dive into the world of discretionary trusts and gain expert insights on:

  • Navigating the utilisation of discretionary trusts in business and personal affairs
  • Strategies for addressing the impact of death or incapacity of key trust role holders
  • Techniques for mitigating risks associated with loans and unpaid present entitlements

Stay ahead of the curve and seize this opportunity to empower yourself with the knowledge required to unlock your full potential in handling estate plans involving discretionary trusts.

11:35am - 12:55pm
SESSION 3
Legacy showdown: SMSFs vs Testamentary trusts - Unveiling the champion of estate planning

Scott Hay-Bartlem, Partner, Cooper Grace Ward

Ann Janssen, Special Counsel & Divisional Head, Estate First Lawyers

Caite Brewer, Barrister, Hemmant’s List

This session promises to ignite a thought-provoking debate on the complex and multifaceted nature of estate planning.

With one expert championing SMSFs and another making a strong case for testamentary trusts, expect an exchange filled with not just insightful arguments but lively banter as well.

Expect engaging dialogue, masterfully moderated to deliver a deep dive rather than a traditional standoff, which will explore the nuances of flexibility, tax efficiency, and asset protection that each approach offers.

But amid the friendly jousting, will a clear winner emerge?

Or will the debate showcase that there can be no absolute winner and that ‘it depends’ on each client’s unique scenario?

As the dialogue unfolds, the only sure thing is that attendees will leave with an enriched understanding and appreciation for the delicate balance of considerations when tailoring estate and succession plans for clients.

12:55pm - 1:00pm
WRAP UP

Ian Raspin, Chair, STEP Australia

All Estate Planning Exchange 2024 registration fees are in Australian Dollars and inclusive of GST.
View full Terms and Conditions for Estate Planning Exchange 2024 here.