Getting the fundamentals right key message for advisers at Technical Day

A strong focus on the fundamentals of self-managed super funds (SMSFs), from setting a fund up to alternative investment strategies, will be a dominant theme at this year’s SMSF Association Technical Day.

SMSF Association Head of Education & Technical, Peter Hogan, says advisers will benefit from the expertise the five key speakers will bring to the Technical Day as they explore different issues critical to their clients’ interests.

“Individuals establish SMSFs for the control it gives them to achieve their retirement income goals, and these sessions will provide fresh insights for advisers on how they can help their clients meet this worthwhile ambition.

“In particular, there will an emphasis on advisers’ legal responsibilities when they are either advising individuals on setting up a fund or when assuming responsibility for an established fund.

“In this respect the address by the Australian Tax Office, “Fledgling SMSFs – the first 18 months of an SMSF’s life” will be highly instructive, as will the topic “Topical tips, tricks and traps when taking on new trustees”.

Attendees will also gain valuable insights on asset ownership in retirement and the “bricks and mortar” on holding property in an investment portfolio. Finally, the important role insurance plays in an SMSF will be examined by Natasha Panagis, Technical Manager, at life insurer AIA Australia.

The first technical Day will start in Adelaide on 14 August, before moving to Melbourne (15 August), Sydney (16 August), Brisbane (21 August) and ending in Perth on 23 August.

Aside from Panagis, other key speakers will be Mark Ellem, Executive Manager, SMSF Technical Services, SuperConcepts; and Peter Bobbin, Managing Principal, Argyle Lawyers.

The SMSF Association Technical Day Series is open for registrations: