Technical Summit 2022

27 Jul — 28 Jul 2022

Technical Summit 2022

Jul 27 @ 8:00 am - Jul 28 @ 6:00 pm ACST

Step away from the screen and into the Gold Coast sunshine to sharpen your SMSF technical knowledge at the highest calibre technical event of the year.

This is a limited capacity, exclusively in-person’ event experience^, with a two-day program (earn up to 24 CPD hours) that has been specifically developed to challenge the brightest minds in the SMSF sector in a live learning environment. 

Join us for Sun, Surf and CPD by attending SMSF Association Technical Summit, featuring a  program comprising of:

– 3 Keynote addresses from renowned industry experts,
– 6 Deep Dive workshop sessions, and
– 8 Technical Sessions, all designed to unpack complex technical issues, from a multi-disciplinary point of view.

Topics to be explored include:

– Contribution strategies,
– The dividing line between legal, tax and personal advice,
– Planning for incapacity and estate planning, and
– The importance of engaging professions early in the strategy formulation phase.

Our highly successfully National Conference in April reminded us all just how important face-to-face interactions are as a way of learning from our peers and how we have all missed this important component. It’s not just about attending sessions and listening to speakers, it’s also about being able to collaborate with peers and learn from others – and why the SMSF Technical Summit 2022 is only being offered as a face-to face-event with recordings available for registered attendees, only.

Plan your trip:

Wednesday 27 July: Exhibition Hall opens from 8.30am. Program commences 10.00am.

Thursday 28 July: Final session concludes at 4:30pm.

Program overview

Keynote Sessions

Extend your thinking with three keynote addresses:

Slip slop, slap – Hit the surf with confidence

Peter Burgess

This keynote is the perfect preparation for other technical sessions to follow and will provide an update on the most recent legislative changes impacting on SMSFs.

Seas the Day – Strategy landscape post 1 July

Craig Day

Explore the different retirement funding opportunities and issues stemming from the recent 1 July work test changes as well as from other important legislative and regulatory developments.   

 

Estate planning sandbox – What will you find?

Bryce Figot

Learn more about: 

Recent case law developments; what you should be doing differently now, compared to 1 year ago; and the top 5 SMSF estate planning mistakes.

Deep Dive workshops

Collaborate with your peers and unpack complex technical issues in these Deep Dive workshop sessions:

Documentation – Are you swimming between the flags?

Shelley Banton

Will your paperwork pass the auditor’s test?

Consider the importance of documentation from every different perspective including the client, accountant, auditor and lawyer.

Advice types – Where do you draw the line in the sand?​

Scott Hay-Bartlem

In this Deep Dive, we focus on unpacking the differences between tax and super advice, legal advice, and personal advice and identify where to draw the line. 

Into the sunset – Forward contribution planning and strategies to maximise super

Jemma Sanderson

With the new contribution provisions commencing from 1 July 2022, there are many more planning opportunities for our clients to consider.

Charting a course through unpredictable seas

Speaker – TBA

When managing clients with SMSFs, estate planning has become second nature but equally as important is planning for the disability or incapacity of a member.

Focus on how to prepare and navigate through the unforeseen event of a member’s incapacity and/or disability, including how to handle different insurance payouts.

Exit strategies –
Can you avoid a wipeout?

 

Peter Crump & Aaron Dunn

One of the advantages of SMSFs is that they provide the flexibility to invest in a range of alternative structures and assets and allow transactions with related parties.

However, what was once an appropriate investment may no longer be suitable and needs to be unwound.

Death benefits – Everything under the sun

Mark Ellem &
Clinton Jackson

You arrive at the office and sit down at your desk in the morning and review your task list for the day. Then you receive your first call; a very distraught client tells you their spouse has just passed away.

What happens next?

^Technical Summit 2022 is an exclusively 'in-person' event only. Sessions will not be available to purchase as 'virtual/on-demand'.

Tickets

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Technical Summit 2022 - Technical Day
  • $ 990.00 – Member
  • $ 1,750.00 – Non-Member

Details

27 July 2022 28 July 2022

$1,750.00
(Price for Non-Members)

$990.00
(Price for Members)