The SMSF Association Technical Day will be one of the first superannuation conference offerings in the post 1 July super landscape, giving members the opportunity to discuss the new measures that took effect on that date and share with fellow professionals what the practical consequences have been for their clients and businesses.
SMSF Association Head of Education and Technical Day organiser Liz Ward says: “With the most significant changes to superannuation for a decade taking effect on 1 July, we want this year’s Technical Day to support delegates by providing time to reflect on, work through and resolve the key technical challenges they are experiencing day to day.”
To ensure the Technical Day achieves these goals, the format has shifted to a more in-depth, hands-on program to better allow delegates to come to grips with the key technical issues most concerning them.
The Association has used extensive member feedback and meetings to determine the issues that are “top of mind” with members, and has structured the five SMSF Association Technical Days accordingly. The first event is in Sydney on 18 July, followed by Brisbane (19 July), Melbourne (20 July), Adelaide (25 July) and Perth (27 July).
Ward says there will two innovations at this year’s conference that will enhance delegate engagement.
“A conference workbook that delegates will use during the event will become a ready ‘how-to’ reference document after the conference, continuing the technical support available back at the office.
“The ‘SMSF Family’ concept, which helps illustrate how technical content plays out in a real-life situation that can be related to clients, will be used at the Technical Days following the positive feedback about this presentation approach after this year’s National Conference.”
The four sessions will cover the total super balance rules, the transfer balance cap, CGT relief for funds affected by the 1 July 2017 changes and estate planning under the new rules.
The key speakers will be the Association’s Head of Policy, Jordan George, Head of Technical, Peter Hogan, Colonial First State Executive Manager Craig Day and ATO representatives from its Tax Counsel Network who manage its most significant and complex technical issues.
SMSF Association Technical Day Series is open for registrations: https://www.smsfassociation.com/smsf-tech-day/