Technical Summit 2021

21 Jul — 22 Jul 2021

Speakers

Aaron Dunn

Aaron Dunn

CEO & Co-founder
Smarter SMSF

Financial services professionals rely on Aaron for expertise on SMSF and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews, including the Super System Review and the Reinventing the ATO program. Aaron is a Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), having worked within the SMSF sector for more than 20 years. Aaron is a family man who loves his sport, in particular AFL football (Essendon) and athletics, where he was previously a nationally ranked high jumper.

Belinda Aisbett

Belinda Aisbett

Director
Super Sphere Pty Ltd

Belinda is a director of Super Sphere Pty. Ltd., a specialist self managed superannuation company, where she is responsible for providing audit, consulting and training services in relation to self managed super funds.

Belinda established Super Sphere in 2003 to specialise in SMSF auditing and audit related services. This is in addition to providing an SMSF Audit Toolkit to other auditing professionals and undertaking numerous training engagements each year.

Belinda is a member of the CAANZ, and holds a Bachelor of Business (Accounting). Belinda is also a specialist member of the SMSF Association, co-chairperson of their audit discussion group, and a member of the SMSF Association education committee.

Bryan Ashenden

Bryan Ashenden

Head of Financial Literacy & Advocacy
BT

Bryan Ashenden leads the BT Tech Services team at BT – a group 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 19 spent with BT.

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

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.

Craig Day

Craig Day

Head of Technical Services
Colonial First State

Craig is the Head of Technical Services at Colonial First State and has over 20 years’ experience in the financial services industry.

Craig’s team is responsible for providing high quality technical support to financial advisers and to Colonial First State’s superannuation and platform businesses.

Craig is a sought after presenter at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education.

Craig holds a Bachelor of Science and a Masters of Taxation (Financial Planning) and is a Fellow Member of the SMSF Association.

 

Jemma Sanderson

Jemma Sanderson

Director
Cooper Partners Financial Services Pty Ltd

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 various industry 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 National Women in Finance awards.  She was the recipient of the SMSF Association’s Chairman’s Award at the 2018 National Conference for her contribution to the industry.

Mark Ellem

Mark Ellem

Head of Education
Accurium

Mark is an experienced and highly sought after presenter, he is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business. He regularly writes and presents on SMSF related technical and compliance matters.

An accredited SMSF Specialist Advisor with the Self Managed Super Fund Association, he was awarded the 2018 CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020. He is also a Fellow of both CPA Australia and the Institute of Public Accountants (IPA), as well as being a Registered Tax Agent.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

Meg Heffron

Meg Heffron

Managing Director
Heffron

Our Managing Director Meg Heffron, has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses.

She is a sought-after speaker at events for industry professionals and their clients, a regular contributor to the Australian Financial Review, The Australian and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via government and regulators.

Peter Burgess

Peter Burgess

Deputy CEO / Director of Policy & Education
SMSF Association

Peter Burgess was appointed as the Deputy CEO and Director of Policy & Education of the SMSF Association in May 2020. Peter is a previous Association Board member and worked at the Association as Technical Director for three years prior to joining the SMSF administrator SuperConcepts in 2013 as General Manager, Technical Services & Education.

With over 20 years of industry experience Peter is recognised as an authority in SMSF technical matters and Government policy design. He is a widely published author and media commentator on SMSFs and is passionate about SMSFs and the role they can play in providing a dignified retirement, in the right circumstances, for those who seek greater engagement and control over their retirement savings. Through his contribution to the development of SMSF education standards, his Government advocacy work and his commitment to professionalism and thought leadership, Peter has dedicated much of his career to improving SMSF advice competency standards and the vibrancy and credibility of the SMSF sector.

Peter holds an MBA from the University of Adelaide an Economics degree and postgraduate qualifications in finance. In 2016, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.

Peter Crump

Peter Crump

Senior Consultant
BDO Adelaide

Peter is a Senior Consultant at BDO Adelaide in their Private Wealth division and provides financial advice and consulting and actuarial services to BDO clients. He has provided financial advice and support services to SMSF and personal financial planning clients for over 20 years, including time as a consultant actuary. Previous director of SMSF Association, including 2 years as Chairman. A regular presenter on SMSF related issues at professional conferences.