Technical Day Conference 2020

7 Aug — 14 Aug 2020

Speakers

Hear from SMSF experts and thought leaders at the SMSF Association’s online Technical Day 2020

The SMSF Association’s online Technical Day in 2020 boasts an impressive line-up of the best and brightest speakers across the SMSF industry.

 

Bryan Ashenden

Bryan Ashenden

Head of Financial Literacy & Advocacy
BT

Bryan Ashenden is the Head of Financial Literacy & Advocacy at BT, leading a team of professionals committed to supporting the adviser community with technical, regulatory, and policy support.

Bryan has many years experience in leading and delivery comprehensive technical solutions to advisers and their clients, the last 18 spent with BT Financial Group.

With qualifications in Law, Commerce and Financial Planning, and being a SMSF Specialist Advisor, Bryan is a frequent presenter and facilitator at many industry events and regularly contributes to trade and consumer publications.

Shelley Banton

Shelley Banton

Head of Technical
ASF Audits

Shelley is the Head of Technical at ASF Audits. She is an SMSF audit specialist with extensive experience in superannuation, audit, finance and IT.

Shelley was previously a director at Super Auditors from January 2007 until the merger with ASF Audits in July 2017. She has successfully implemented IT projects for SMEs and has worked for large private-sector corporations, such as Citibank and Perpetual Funds Management.

Shelley works with a team of SMSF professionals and provides technical and strategic advice to clients on SMSF compliance. She also writes articles for superannuation publications and is a regular presenter at peak industry SMSF conferences.

Michael Blomfield

Michael Blomfield

CEO
Investment Trends

Michael commenced as CEO of Investment Trends in 2016. He has a long and successful history as a financial services executive, having headed up brokerages, banking divisions and product and segment lines over the past two decades. Perhaps his most well-known role was as Head of CommSec in Australia over the period where the business grew to become the market’s dominant retail brokerage.

He has lived and worked in Australia, the US and Asia, performing roles as an Executive, a Non-Executive Director and an Advisor. Michael has an enormous breadth of experience geographically, across client segments, across asset classes and across financial services products.

Michael is a former Director of the Securities and Derivatives Industry Association (now the Stockbrokers and Financial Advisers Association), the Commonwealth Bank Foundation and is a former member of the ASX Market Rules Committee.

He is currently also Chairman of the Australian Centre for Photography and is a Director of the only Chinese bank listed on that country’s Xin San Ban (New Third Board)

Peter Burgess

Peter Burgess

Deputy CEO / Director of Policy & Education
SMSF Association

Peter has a strong reputation as an authority in SMSF technical matters and Government policy design. He is an adjunct lecturer with the University of Adelaide and is a widely published author and media commentator on SMSFs.

Peter holds an MBA from the University of Adelaide and an Economics degree and postgraduate qualifications in finance and superannuation management.

In 2016, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.

Jeremy Cooper

Jeremy Cooper

Chairman, Retirement Income
Challenger Limited

Jeremy Cooper is Chairman, Retirement Income at Challenger Limited, a full time executive role focusing on research, public policy issues and thought leadership.

Prior to joining Challenger, Jeremy chaired the ‘Cooper Review’ into the superannuation system, the recommendations of which have been substantially adopted.

Before his review role, Jeremy was deputy chairman of the Australian Securities and Investments Commission (ASIC) for five years from mid-2004. Prior to his term at ASIC, Jeremy was a partner of an Australian law firm, now part of Ashurst.

Jeremy is a regular public speaker and media commentator on superannuation and retirement income-related issues

Bob Cunneen

Bob Cunneen

Senior Economist and Portfolio Specialist
MLC

Bob Cunneen joined MLC Asset Management in April 2016 in the role of Senior Economist and Portfolio Specialist.

Bob has 30 years’ experience in global financial markets covering asset allocation, bond strategy and currency management.

Bob has respective Master’s degrees in Economics and Finance and is a graduate of London, Macquarie and Sydney University.

Bryce Figot

Bryce Figot

Special Counsel
DBA Lawyers

Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 17 years and holds a Master of Laws from the University of Melbourne.

Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network.

Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation.

Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser.

Lyn Formica

Lyn Formica

Head of SMSF Technical & Education Services
Heffron SMSF Solutions

Lyn Formica is the Head of SMSF Technical & Education Services with Heffron SMSF Solutions, a company committed to raising standards within the SMSF industry.

Lyn specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. She regularly prepares papers and presentations for the many accounting firms and professional bodies around Australia.

With over 25 years’ experience in superannuation and the administration of self managed funds, Lyn is also an accredited SMSF Specialist Advisor of the SMSF Association.

Adam Goldstien

Adam Goldstien

Advisor
Skeggs Goldstien

Adam is a 30-year adviser, who describes himself as an ‘Adaptable Oldie’ who thrives on change. His business Skeggs Goldstien, with his 3 partners, provide clients with holistic financial planning, accounting & tax and business advisory services.

Adam has specialised in SMSF’s since 1998

Adam has a Master’s Degree in Financial Planning, he is FASEA compliant, a member of the FPA, IPA and GAICD.

Adam has been involved with the Association since its inception in varying capacities and has represented his peers on the ATO Financial Services Industry Partnership (FSIP) and ASIC’s Financial Adviser Consultative Committee (FACC)

Adam strongly believes that the future adviser will combine the best skills of both the accounting and financial planning professions.

Kellie Grant

Kellie Grant

SMSF Auditor Portfolio Director
Australian Taxation Office

With the ATO since 1997, Kellie worked in a number of areas before joining Super in 2008. She spent several years in Super’s Complex Technical Unit, providing advice on a wide range of issues and has also worked in the SMSF area. Here she spent some time in the Trustees portfolio determining the appropriate responses to and treatments for a range of SMSF income tax and regulatory risks as well as managing the early engagement and voluntary disclosure service that trustees and/or their advisers can use to rectify fund breaches. Currently she is working in the Approved Auditors portfolio and is involved in identifying and treating risks associated with this sector as well as creating strategies and guidance to assist auditors with their regulatory obligations.

Scott Hay-Bartlem

Scott Hay-Bartlem

Partner
Cooper Grace Ward

Scott is a partner in Brisbane law firm Cooper Grace Ward.

He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures.

He is a director of the SMSF Association and a SMSF Specialist Advisor with the SMSF Association, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners.

Scott been selected by his peers for inclusion in the Eleventh Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates and Wealth Management / Succession Planning Practice. He was named the 2016 Brisbane Wealth Management/Succession Planning practice ‘Lawyer of the Year’ and the 2019 Superannuation ‘Lawyer of the Year’.

Scott has been listed in Doyle’s Guide for Queensland:

  • Tax lawyers as a recommended practitioner; and
  • Estate Planning lawyers as a leading practitioner.

He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology.  Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning.

Melinda Howes

Melinda Howes

General Manager
Superannuation, BT Financial Group

Melinda Howes is the General Manager of Superannuation for BT Financial Group. In this role she is privileged to be responsible for helping more than 1 million Australians live their best retirement.

Melinda is an actuary who has had a diverse career in financial services. Previous roles include Non-Executive Director roles in General Insurance, Director of Product Strategy and Services for AMP, CEO of the Actuaries Institute, Director of Policy at ASFA, and actuarial roles in life insurance and superannuation. She previously spent eleven years at BT from 1993.

Melinda is an Executive Director on BT’s Superannuation Board, and a member of BT’s Risk Review Committee. She’s also on the FSC’s Super Board and the Association of Superannuation Funds Australia (ASFA) Board as well as the advisory board of Macquarie University’s Faculty of Business and Economics.

Clinton Jackson

Clinton Jackson

Partner
Cooper Grace Ward Lawyers

As a partner in Cooper Grace Ward’s commercial team, Clinton advises his clients on an extensive range of commercial and corporate matters, business mergers, acquisitions and sales, tax and structuring issues, self-managed superannuation, asset protection and succession, restructuring and exit strategies.

Clinton’s unique range of expertise enables him to assist his clients with both their personal and business legal issues and to advise through all phases of the business/investment lifecycle – from start up, growth, expansion, transition and exit.

Clinton has been selected by his peers for inclusion in Best Lawyers in Australia in the practice areas of Superannuation Law and Wealth Management / Succession Planning Practice, is a recommended Wills, Estates & Succession Planning lawyer by Doyle’s and is an accredited SMSF Specialist Advisor with the SMSF Association and member of the Society of Trust and Estate Practitioners.

Meg Heffron

Meg Heffron

Managing Director
Heffron

Meg is the Managing Director of SMSF specialist firm Heffron.  She is one of the few actuaries to work in all areas of SMSF practice, having worked exclusively in SMSFs since 1998.  Meg’s passion is using her technical knowledge about SMSFs to provide practical solutions for accountants and advisers to help their clients and grow their businesses, and tangible expertise for trustees. She is often a proactive and practical voice in a sea of noise around super and SMSFs.

Meg was a founding member of the Actuaries Institute Self-Managed Superannuation committee and is a regular speaker at professional development events for accountants, lawyers and financial planners.

Naomi Kewley

Naomi Kewley

Managing Director
Peak Super Audits

Naomi is the managing director at Peak Super Audits, a specialist SMSF audit practice.

Naomi is a Tax Masters graduate from the University of NSW and is a member of the Chartered Accountants Australia and New Zealand (CAANZ). She is also a member of the SMSF Association, holding both accreditations of SMSF Specialist Auditor and SMSF Specialist Advisor.

Prior to joining the audit sphere, Naomi worked as an accountant on a one-on-one basis with SMSF trustees and their advisers. As an auditor, she enjoys assisting accountants & trustees in understanding their obligations within the evolving landscape of SMSF compliance.

An enthusiastic participant in the SMSF sphere, Naomi continues to write and present on SMSF related matters.

John Maroney

John Maroney

CEO
SMSF Association

John Maroney was appointed as the CEO of the SMSF Association in May 2017.

John has worked in the financial services industry for over 30 years and was recognised as a leader in Australia’s Financial Services sector before his appointment to the International Association of Insurance Supervisors in 2009. Most of John’s experience in Australia has been in the superannuation or insurance sectors and managing professional and industry associations.

He is passionate about helping all Australians to 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 saving. John is thrilled to have been selected as the CEO of the SMSF Association and to now have the opportunity to boost the Association’s recognition as the peak professional body and its representation of the more than one million SMSF trustees.

John’s experience includes extensive senior management and consulting roles in superannuation, insurance, Australian and international financial regulation, actuarial and risk management plus managing professional and industry associations. He has been employed by large and small employers and consultants, within the private and public sectors, within Australia and internationally and he also was self-employed for several years while he developed a successful consulting firm. Key roles include CEO of the Actuaries Institute, Australian Government Actuary and Head of Capital and Solvency at the International Association of Insurance Supervisors, which is hosted by the Bank for International Settlements in Basel, Switzerland.

Michael Rice

Michael Rice

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.

Other activities include:

  • Michael is a member of the Advisory Board of the ANU College of Business and Economics.
  • Chairman of QSuper’s Investment Committee from January 2009 to June 2013 and remained an independent investment expert on the Committee until March 2016.
  • Former Councillor of the Actuaries Institute (1999-2001) and convenor of the Public Policy Council Committee for five years (2014-2019). Michael was awarded Actuary of the Year for 2017.
  • Michael was on the StatePlus Board from October 2016 to May 2019.
Jemma Sanderson

Jemma Sanderson

Director
Cooper Partners

Jemma Sanderson is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services.  Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups.  Jemma is a regular presenter on superannuation and SMSFs for the professional bodies across Australia, and is the author of the popular publication “SMSF Guide”, published by the Taxation Institute, currently in its ninth edition and the author and convener of the Taxation Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation Unit.  In August 2019 she was named for the third year in a row as SMSF Adviser of the Year at the 2019 National Women in Finance awards.  Jemma was recognised for her contribution to the SMSF industry as the recipient of the Chairman’s Award at the 2018 SMSF Association conference.

Shirley Schaefer

Shirley Schaefer

Partner – Superannuation
BDO

Shirley is an auditor by training and a SMSF expert by choice. She established a separate Superannuation division at BDO in 1996, recognizing the need to provide high quality technical services to clients with self-managed superannuation funds.

Shirley is a regular speaker at SMSF & Audit conferences.  She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide.

Shirley is the winner of the multiple SMSF and SMSF audit awards in 2017 & 2018.

Liam Shorte

Liam Shorte

SMSF Specialist Advisor™ & Financial Planner
Verante Financial Planning

Liam Shorte is an SMSF Specialist Advisor™ and Financial Planner and with his firm Verante Financial Planning. He provides strategic advice on superannuation, retirement, estate planning, investment and tax strategies with clients and their families

He enjoys working with Self Managed Super Funds and Family Trusts but offers a holistic financial advice service, canvasing a wide range of solutions for his clients. He writes a blog, The SMSF Coach, to help break down the strategies and industry jargon in to plain English for SMSF Trustees so they can take back control of their wealth.

Liam advises clients via Sydney offices in Castle Hill & Windsor and throughout NSW, QLD and Victoria on regular client trips.

With 27 years’ experience in Financial Services, Liam has worked in Ireland, UK and the Middle East before moving to Australia in 2001. His experience and knowledge comes from working in banking, insurance, accounting and financial planning firms before starting his own business in 2006.

He writes for a number of industry and public websites and magazines and presents at various seminars and conferences on SMSF, Retirement and planning for Incapacity.

Liam has been the Chair of the SMSF Association NSW Local Community since 2015 and is currently a Member of the Magnitude Advisory Committee.

In 2017 Liam was included in the Barron’s Top 50 Financial Advisers in Australia and is a member of the Financial Standard’s FSPower50 – The Most Influential Financial Advisers in Australia.

In the SMSF Adviser & Accounting Awards 2017 he was awarded:
1. Winner – SMSF Adviser and Accounting Professional (NSW) 2017
2. The best of the best SMSF Adviser Excellence Award NSW

In February 2018, Liam proudly received the CEO’s Award at the SMSF Association National Conference.

Liam has a Bachelor of Business majoring in Accounting & Economics, Advanced Diploma Financial Services (Financial Planning), ASX Accredited Listed Products Adviser (ALPA) and is an SMSF Specialist Advisor™.

With his day to day interaction with trustees and other SMSF Association members while running his advice business, Liam brings the practitioners perspective and insights to the SMSF Association Board.

Julie Steed

Julie Steed

Senior Technical Services Manager
Australian Executor Trustees

Julie has more than 30 years of experience in the superannuation industry as a technical specialist, consultant and client services manager. Julie is responsible for the provision of superannuation technical information, specialising in small funds.

Julie is passionate about helping people with the technical aspects of super, keeping it simple and in helping practitioners provide quality services to their clients.

Julie is a Senior Fellow of Finsia, a Fellow of ASFA and an accredited SMSF Specialist Advisor™ with the SMSF Association.