New research: Cost of operating SMSFs 2020

23 Nov 2020 — 23 Nov 2021
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November 23, 2020 @ 11:00 am - November 23, 2021 @ 12:00 pm

Free

OVERVIEW

The cornerstone of this year’s SMSF Week will be the release of a key piece of research, proudly sponsored by SuperConcepts, answering one important question: When does an SMSF become cost-effective?

Join John Maroney, CEO of the SMSF Association, Michael Rice AO, Executive Director of Rice Warner, Alun Stevens, Senior Consultant of Rice Warner, and Kevin Sudlow, General Manager, Operations & Customer Service of SuperConcepts, to discuss key findings from the research report and a breakdown of the true costs of SMSFs.

Panellists

John Maroney – CEO – SMSF Association

John Maroney was appointed as the CEO of the SMSF Association in May 2017 and is thrilled to have the opportunity to boost the Association’s reputation as the peak body in the SMSF Sector and its representation of more than one million SMSF trustees.  Since his appointment, John has continued the Association’s efforts to improve the quality of advisors, the knowledge of trustees and the credibility and health of a vibrant SMSF community. John has developed strong connections with the SMSF sector’s regulators, ATO, ASIC & FASEA, provided substantial input into official inquiries, Productivity Commission, Franking Credits & Royal Commission, and represented the sector extensively to the Government and media. 

John is passionate about helping all Australians be better prepared for a secure and dignified retirement, especially those who have chosen to utilise self-managed superannuation funds as the main component of their retirement savings.

 Michael Rice AO – Executive Director – Rice Warner

Michael specialises in providing strategic advice to financial institutions, fund managers, government agencies, industry associations and large superannuation funds. Michael is the Chief Executive Officer of Rice Warner, which he founded in December 1987.

Michael heads up Rice Warner’s public policy work.  He has undertaken pioneering research into Age Pension dependency and trends.  He has a keen interest in the integration of social security and superannuation, as well as measuring the adequacy of retirement incomes.

 

Alun Stevens – Senior Consultant – Rice Warner

Alun is a Senior Consultant in our Melbourne office where he advises on all aspects of financial and strategic performance. Alun enjoys helping clients win especially with complex problems.

He is a marketer and strategic thinker with a strong technical background informed by thirty plus years in the financial sector. He started his career as a nuclear physicist and moved on to marketing and management via actuarial.

His background in senior marketing, product and strategic roles as well as developing his own businesses has given him deep insights into the challenges facing our myriad clients. Few other actuaries can lay claim to managing multi-million dollar advertising programs, pricing annuities, building client data warehouses and restructuring companies.

 

Kevin Sudlow – General Manager, Operations & Customer Service – SuperConcepts

Kevin has over 16 years’ experience in the SMSF sector. He has a strong understanding of customer needs and is well versed in compliance. An influential leader who is passionate about making the complex simple, empowering advisers and providing peace of mind for trustees. Kevin has delivered exceptional results in the development of offshore capabilities that support the growth of business units with a proven record in managing cultural change within teams and across operational sites.

 

Tickets

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New research: Cost of operating SMSFs 2020 - Webinars
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23 November 2020 23 November 2021

Free
(Price for Non-Members)

Free
(Price for Members)

1 CPD Hours