November 26, 2020 @ 4:00 pm - November 26, 2021 @ 4:45 pmFree
In response to ongoing public debate about the appropriate minimum size for an SMSF, and ASIC advice regarding fees paid by SMSF Trustees, the SMSF Association has engaged Rice Warner to update its report ‘Costs of Operating SMSFs‘ prepared for ASIC in May 2013.
This updated report provides invaluable insights about the true costs of running an SMSF. Using anonymised expense, cash flow and balance information for approximately 100,000 SMSFs – a much larger data base then used in the original report – it enables industry to compare appropriate estimates of fees for differing SMSF balances and identifies breakeven points with APRA regulated funds.
Join our panel of SMSF thought leaders as they identify key sections of the research report and explain how to use the fee comparison tables and research findings. Take away valuable insights into how you can use this updated research to provide the best outcome for your SMSF clients.
Peter Burgess – SSA – Deputy CEO and 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.
Aaron Dunn – SSA – CEO and Co-founder – Smarter SMSF Pty Ltd
Within the financial services industry, people look to Aaron as a trusted source to learn more about SMSFs and the direction of the sector. Highly admired amongst his peers, Aaron’s insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder for Government reviews, and regulatory issues.
Aaron is the CEO and Co-founder of Smarter SMSF, a business that supports accountants and financial advisers across CPD training and SMSF documents. He is the creator of the Future of SMSF report that provides key insights into the way in which practitioners operate within the SMSF industry. As a SMSF Specialist Advisor and CPA, Aaron has worked within the SMSF sector for more than 20 years.
A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
Neil Sparks – FSSA – National Manager SMSF Strategy – BT Financial Group
Neil is acknowledged as an authority on Self Managed Super funds. In 2018, he completed the Graduate Certificate of SMSF at the Adelaide University and is an accredited SMSF Specialist Adviser.
Neil is a regular speaker on the topic of superannuation with over 15 years’ experience researching, writing and presenting to financial advisers and trustees on the technical aspects and unique strategies available to SMSFs.
Philip La Greca – Executive Manager – SMSF Technical & Strategic Solutions – SuperConcepts
Philip La Greca, the Executive Manager – SMSF Technical & Strategic Solutions for SuperConcepts Pty Ltd, is a 40-year veteran of the superannuation industry. He has held a variety of compliance & technical roles providing assistance to financial advisers & accountants as well as involvement with industry associations in the development of responses to government policy.