Elevating expertise with specialist workshops at the SMSF Association Technical Summit

SMSF Association Media Release

The SMSF Association 2024 Technical Summit, a premier technical event on the SMSF calendar, will focus on enhancing and improving the expertise of professionals dedicated to delivering high-quality retirement solutions to their clients.

The Summit, being held on 24-25 July at Sydney’s Hyatt Regency, features a curated program of interactive workshops and sessions on a range of technical issues critical to SMSF specialists.

SMSF Association CEO Peter Burgess emphasised the importance of bringing the industry together to explore strategies and share knowledge that upholds the highest standard in our industry. “The Technical Summit is an essential event for SMSF professionals committed to providing quality advice and staying at the forefront of industry developments.

“This year’s event promises to deliver an unparalleled lineup of workshops designed to enhance the knowledge and skills of professionals across the financial planning, accounting, legal, and auditing sectors.” Managing Director at Ethics Advisory Services, Professor Melinda Edwards, will bring a thought-provoking perspective to the Summit with her workshop on ethical dilemmas and the future impact of AI in financial services.

Head of Education at ASF Audits, Shelley Banton’s workshop will help guide professionals through the intricacies of accurately valuing SMSF assets and Tim Miller, SMSF Technical & Education Manager at Smarter SMSF, is set to deliver an interactive workshop testing long standing contribution strategies in a post Div 296 environment.

In a joint workshop, Craig Day, Head of Technical Services, Colonial First State, and Linda Bruce, Senior Technical Manager, Colonial First State will take a holistic look at the minefield of superannuation issues that need to be understood when protecting clients from the risks associated with becoming permanently incapacitated.

Director, Cooper Partners Financial Services, Jemma Sanderson’s workshop will delve into the complexities of handling SMSFs within blended families and Leigh Mansell, Director SMSF Technical & Education Services, Heffron, is set to deliver a comprehensive workshop, focused on managing SMSF death benefits.

In addition to these workshops, we have assembled an expert lineup of speakers, all of whom are industry leaders and need no introduction. Renowned speakers such as Bryce Figot, Special Counsel, DBA Lawyers, Louise Biti, Director, Aged Care Steps, Melanie Dunn, Principal, Accurium and many more will impart their wealth of knowledge on attendees, whether they join virtually or attend the Summit, in person.

This year’s Technical Summit will also be top and tail-ended by keynotes from two of our most popular presenters. Peter Burgess will kick off with his fast paced update on the latest legislative changes, sharing first hand insights on the SMSF Association’s Division 296 advocacy efforts, Whilst, Scott Hay-Bartlem, Partner, Cooper Grace Ward, is set to deliver the closing keynote with his signature flair, addressing strategies to resolve death benefit disputes.

Burgess concludes: “This year’s Summit promises to be a dynamic and invaluable event for SMSF professionals, offering a unique opportunity to stay ahead of legislative changes, enhance technical expertise and network with industry peers.”

Significant savings are still available, with Early Bird pricing ending this Friday 23 June. Don’t miss the opportunity to buy at this great rate, connect with industry leaders and gain insights from a wide range of industry experts this July.

To register for the SMSF Association Technical Summit, click here.