SMSF Association CEO, Peter Burgess, will be travelling across the country to kick things off with an update on all the Association’s recent work as well as the latest legislative changes. Accompanying Peter as a guest presenters in Perth:

Session: 5 Critical Investing Lessons
Romano Sala Tenna, Portfolio Manager, Katana Asset Management

1. How Markets Move
2. Compounding (The Single Most Important Concept in Finance)
3. Timing the Markets vs Time In the Markets
4. Active vs Passive Managers
5. Selecting an Excellent Fund Manage

Workshop: Primary Production & SMSFs
Katie Timms, Director, RSM Australia

This session delves into the intricacies of incorporating farming assets into an SMSF’s investment strategy. Katie kicks off the discussion by exploring the unique opportunities and risks associated with owning primary production in an SMSF – from the everyday impacts of running a primary production business on the property, to intergenerational wealth transfer and estate planning issues. The session will look at the issues associated with housing members and employees on farming properties, the risks of non-arm’s length transactions as well as outline the possibility of leveraging stamp duty family farm exemptions. Even for the most seasoned SMSF specialist, this session promises to equip you with the tools to navigate the labyrinth of issues surrounding owning farming assets in an SMSF.

This event will include tea breaks and a light networking lunch.