Technical Day agenda adds concurrent stream, thought leadership

The SMSF Association Technical Day will be bigger and better in 2020 – COVID-19 notwithstanding. The addition of a concurrent stream means there will be more sessions delivered than ever before and the line-up of speakers is the most impressive ever assembled for a Technical Day.

Click here to view the full program.

The virtual event, to be held on 29 July, has attracted already a strong number of SMSF specialists who want to keep abreast of the many changes in the industry, especially those caused by the COVID-19 pandemic.

SMSF Association CEO John Maroney says: “To say the world changed earlier this year with COVID-19 is an understatement. We quickly realised that having a Technical Day was even more important than ever to ensure our specialists are fully informed of all the changes that have occurred – and the changes that could occur in the future.

“It has been an extremely stressful time for everyone in the industry, and we are hopeful this comprehensive program will assist our specialist members better provide timely SMSF strategic advice and opportunities for their clients in the difficult times that lie ahead.

“This is why we have decided to have a Thought Leadership Breakfast for the first time at a Technical Day where industry leaders will proffer their views on what will happen in our superannuation sector post COVID-19.  It will be fascinating and important debate and one I believe all members should hear.”

The speakers are Melinda Howes, General Manager – Superannuation, BT; Jeremy Cooper, Chairman, Retirement Income, Challenger; John Maroney, CEO, SMSF Association; Michael Rice, Executive Director, Rice Warner; and Michael Blomfield, CEO, Investment Trends.

Other topics to be aired will be Audit Hotspots, to be presented by Shirley Schaefer, Partner – Superannuation, BDO, and Naomi Kewley, Managing Director, Peak Super Audits and Unlimited opportunities with LRBAs and non-arm’s length income with Bryce Figot, Special Counsel, DBA Lawyers, and Julie Steed, Senior Technical Manager, Australian Executor Trustees.

Other topics to be covered include Contribution Strategies for the Ages with Meg Heffron, Managing Director, and Lyn Formica, Head and SMSF Technical & Education Services, at Heffron SMSF Solutions, and an Economic Update.

Peter Burgess, who recently rejoined the Association as Deputy CEO/ Director of Policy & Education, will kick the event off with his typically insightful update on recent legislative and regulatory changes.

Registrations are now open with the Early Bird offer available until 3 July. To register: