Division 296: On the Pulse, Fabian Bussoletti, Technical Manager, SMSF Association Fabian examines the design of the updated regime, including the proposed dual-threshold approach and how it will interact with existing superannuation tax principles. The session will also explore how realised earnings will be calculated and attributed to in-scope SMSF members as well as some […]

Family Fortunes: SMSFs and Trusts, Katie Timms, Partner, RSM Australia As the tax landscape evolves, particularly under Division 296, advisers and accountants are re-evaluating how wealth is best structured and preserved across generations. This session explores the complementary roles of SMSFs and family trusts in managing tax, control, and succession outcomes for high-balance and intergenerational […]

Taking the Pulse of Retirement Strategies, Melanie Dunn, Principal, Accurium As Australia’s retirement landscape continues to evolve, SMSF professionals are re-examining how to deliver better outcomes for retirees in a world of longer lifespans, rising costs, and shifting market dynamics. This session takes the pulse of retirement income strategies – what we’re doing well, where […]