Technical Summit agenda hits the right notes for SMSF Specialists

The SMSF Association’s annual Technical Summit is always replete with topical issues presented by industry experts – and this year’s virtual event is no different.

Association CEO John Maroney says SMSF specialists will have no shortage of quality material to digest at the Technical Summit being held on 28 July, with three sessions of particular note for delegates.

“In one Technical Session, lawyer Michael Perkins and clinical neuropsychologist Dr Jane Lonie from the consultancy Autonomy First will address the issue of cognitive decline and how clients deceive you about their decision-making ability, with the aim of giving delegates the practical tools to help them accurately evaluate clients.

“You will learn how to evaluate and deal with the decision-making behaviour of clients, a critical skill considering an ageing SMSF population.

“In another Technical Session, lawyer Jeremy Gordon and the SMSF Association’s Policy Manager, Tracey Scotchbrook, will examine the issue of Australians with UK pensions.

“For those specialists with clients with UK pensions, this session is compulsory listening as they will dissect the recent Qualified Recognised Overseas Pension Scheme (QROPS) changes, trends, and common pitfalls in the UK pension transfer process.

“This session will provide guidance on the often overlooked and misunderstood obligations of SMSF trustees once the UK sourced pension money has been transferred, as well as changes to the SMSF residency rules as announced in the 2021 Federal budget.”

Maroney says the Technical Session address by Tim Miller, SuperGuardian’s Education Manager, on SMSFs and digital investments is highly relevant at a time when crypto/digital investments are becoming increasingly popular among SMSFs.

“This session will look at the impact of a reactive regulatory environment versus a proactive investment environment. For any SMSF specialists with clients investing in this asset class, it will make for compelling listening.”

Maroney says the Technical Summit has become a highlight on the SMSF specialist’s calendar, and the 2021 program provides further evidence why this is so.

“It will give SMSF specialists the opportunity to learn from some of the brightest minds in our super sector, thereby enhancing their professional development.”

Registrations are now open via the SMSF Association website.

To see the programclick here.