Join Peter Burgess, CEO of the SMSF Association, for an in-depth SMSF legislative update. Peter will be joined by Matt McKay from Dimensional Fund Advisors, who will share key market insights. This session offers an authoritative deep dive into the latest legislative, regulatory, and policy developments shaping the SMSF and broader superannuation landscape.
Key Highlights:
• Legislative Deep Dive: Expert analysis of the most significant developments in SMSF legislation, from enacted laws to proposed reforms under consultation.
• Policy & Regulatory Updates: Gain insights into Treasury proposals, ATO rulings, and draft laws impacting SMSF strategy and compliance.
• Market Insights: Matt McKay from Dimensional Fund Advisors will provide a comprehensive look at key market trends influencing SMSF strategies and investment decisions.
• Strategic Implications: Understand how current and upcoming legislative changes could reshape SMSF strategy, compliance, and client advice.
3.30PM arrival, 4-5pm presentation, 5-6pm networking drinks.
Speakers:
Peter Burgess
CEO, SMSF Association
Matt McKay
Regional Director, Dimensional Fund Advisors
As a Regional Director in the Global Client Group, Matt supports advisers in building successful practices and delivering an outstanding investment experience to their clients. With a strong understanding of the issues planners face and a sound grasp of the practical application of Dimensional’s investment philosophy, Matt is well placed to help advisors build effective strategies for their clients.
Event Supported by Dimensional Fund Advisors
