Advisers attending this year’s round of Technical Day events in the five mainland capital cities will get an important update on what the result of the last federal election means for self-managed super funds (SMSFs).
SMSF Association CEO, John Maroney, says Jenneke Mills, Manager, MLC Technical Services, one of the five key speakers at each Technical Day, will give advisers “fresh insights” into what the election result is likely to mean for their clients and businesses.
“This was an election where SMSFs were very much in the limelight, so it will be fascinating to get from Jenneke her considered views on what the likely upshot will be for the SMSF sector of a Coalition victory.”
Other key addresses at the Technical Day will be delivered by Louise Biti, Director, Aged Care Step, who will look at the issue of “Incapacity in all its shapes and forms, while Craig Day, Executive Manager – First Tech, Colonial First State, will use a workshop to examine “the importance of keeping SMSF investments at arm’s length”.
The two-hour workshop in the morning session, to be run by the Association’s Head of Education and Technical, Peter Hogan, and Senior Technical Manager, Mary Simmons, will allow attendees to role play how to manage a client’s affairs when retirement and estate planning affairs are disrupted.
Maroney says: “The feedback we have got in the past in that advisers really appreciate the hands-on role facilitated by these workshops, especially when provided by independent experts. I’m confident that Peter and Mary, as well Louise and Craig, will offer highly inter-active sessions that will actively engage them.”
The first Technical Day will start in Brisbane on 23 July, before moving to Perth (25 July), Melbourne (30 July), Adelaide (31 July) and ending in Sydney on 1 August.Registrations are now open with the Early Bird offer available until 5 July.
To register: https://www.smsfassociation.com/smsf-tech-day/