National Conference has sharp focus on technical issues

The SMSF Association has constructed an exciting technical program for its annual National Conference that is attracting enormous interest from SMSF specialists and advisers hungry for knowledge about how to better serve their clients through this difficult period.

Association CEO John Maroney says delegates will be impressed with the variety and quality of sessions at the National Conference being held in Adelaide from 16 to 18 February, with three sessions, in particular, having strong appeal.

“One of our most anticipated sessions is with SuperConcepts Executive Director Graeme Colley who will address the issue of related parties in SMSFs, identifying the entities that qualify as related parties, clarifying misconceptions, and discussing situations where non-related parties may become related.

“This will be a critical session for those looking to better understand the rules and definitions that guide SMSFs. We are navigating a challenging time, as we all know, and the demand for sessions that give members clarity around rules, exemptions and unique circumstances is high.

“For those interested in the broader regulatory framework impacting on SMSFs, we have a comprehensive session on financial services law, focused on SMSF advice fee disclosures, sophisticated investor definitions, DDOs, TMDs, PDSs and much more, which will be run by the Managing Partner at Holley Nethercote, Paul Derham.

“The session is one of our more comprehensive legal sessions to date. Paul will also provide an excellent summary of key regulatory developments and practical tips for 2022.”

Maroney says the address by Leigh Mansell, Director of SMSF Technical & Education Services at Heffron SMSF Solutions, on clarifying the differences between the transfer balance account, transfer balance cap and total superannuation balance is long overdue.

“TBC, TBA, TSB, DTLs, these are all concepts we have been living with for years now, but there remains a gap in SMSF knowledge about how each of these concepts operate and what they actually affect.

“Leigh will unpack each concept and identify what is the impact of each on a fund in terms of regulation and reporting and explain how to calculate each concept considering things such as deferred tax liabilities and termination costs.

“She will also reveal some of her best tips and alert delegates to some traps to avoid. I’m particularly looking forward to this session for its practical value.”

Maroney concludes: “It’s great that the South Australian borders have reopened so that everyone can have confidence coming to Adelaide in February and possibly staying for the weekend to enjoy some of the wonderful attractions in the city and nearby wine regions.”

Early bird registrations for the National Conference close on 26 November 2021. To take advantage of this offer, please visit: