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The Australian Securities and Investments Commission (ASIC) has announced three temporary relief measures for both licensed advisers and registered tax agents to help consumers receive affordable and timely financial advice during the COVID-19 pandemic.
• Relief to facilitate advice about early access to superannuation
• Relief to extend the timeframe for providing time-critical SOAs
• Relief to enable an ROA to be given in certain circumstances
The SMSF Association joined other major Australian professional bodies, CPA Australia, CA ANZ, FPA and IPA to work with ASIC to ensure Australians can receive timely and affordable advice to understand the Government’s COVID-19 economic packages including early access to superannuation.
This webinar features a dynamic panel discussion of all three relief measures in more detail. The panel provides a practitioner's perspective, how the practical application works and what a Record of Advice (ROA) should look like.
This webinar is essential viewing for both licensed advisers and registered tax agents to ensure they understand how these measures will affect them and the advice they can or cannot provide.
Our panellists are:
John Maroney - CEO - SMSF Association
Aaron Dunn - CEO and Co-founder - Smarter SMSF
Peter Burgess - General Manager, Technical Services & Education - Superconcepts
Tracey Scotchbrook - Director - Superology Pty Ltd
Tracey is the Director of Superology, a specialist self-managed superannuation consulting practice based in Perth. Her areas of practice include specialist taxation, technical compliance, and strategic advice to SMSF trustees. Tracey also works in collaboration with accountants and financial advisers to assist their clients with complex SMSF and superannuation matters.
Tracey has been actively involved in the SMSF sector for over 15 years and is a regular presenter to industry professionals and trustees, commentator, educator, and writer. Tracey was the author of the first edition of the audit module for the Association’s Graduate Certificate in Self-managed Superannuation which is delivered in association with Kaplan Professional.
Since 2011, Tracey has held various Committee positions with the SMSF Association. Her current roles include membership of the Professional Standards Committee and Vice Chair of the WA Local Community. She is also the former WA Local Community Chair and National Membership Committee Member (2012-2016).
Outside the SMSF sector and the SMSF Association, Tracey was also a Board member and Treasurer of Community Midwifery WA from 2009 to 2012.
Tracey’s accreditations include: SMSF Specialist Advisor (SSA) with the SMSF Association, CA & CPA SMSF Specialist, and is a Chartered Tax Adviser with the Tax Institute. She also holds a Masters in Taxation, Graduate Diploma Financial Planning and is a Graduate member of the Australian Institute of Company Directors.
General Manager, Technical Services & Education - Superconcepts
Peter is a member of SuperConcepts’ Leadership Team and heads SuperConcept’s highly regarded team of SMSF technical experts and educators.
Peter is responsible for the delivery of SuperConcept’s adviser education programs, the delivery of technical support services to SuperConcepts clients and SMSF Government policy advocacy. Peter has a strong reputation as an authority in SMSF technical matters and Government policy design. He is an adjunct lecturer with the University of Adelaide and is a widely published author and media commentator on SMSFs. In 2014 and 2015, Peter was recognised as one of the top 50 most influential social media users in finance by Financial Standard Magazine and in 2016, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.
CEO - SMSF Association
John’s experience includes extensive senior management and consulting roles in superannuation, insurance, Australian and international financial regulation, actuarial and risk management plus managing professional and industry associations. He has been employed by large and small employers and consultants, within the private and public sectors, within Australia and internationally and he also was self-employed for several years while he developed a successful consulting firm.
CEO and Co-founder - Smarter SMSF
Within the financial services industry, people look to Aaron to learn more about self-managed super. Highly admired amongst his peers, Aaron’s insights into technical issues and the industry more broadly are helping to shape the future of the SMSF profession. It is with this insight that Aaron has been sort out to participate in Government reviews, including the Super System Review and continues as an active participate for the SMSF segment of the ‘Reinventing the ATO’ program. Aaron regularly shapes conversation on SMSFs within the financial services media and created the Future of SMSF report, sharing key insights into the future direction of the SMSF profession. As a CPA and SMSF Specialist Advisor with nearly 20 years’ experience, Aaron in his role as Managing Director of The SMSF Academy, shares this passion and knowledge to help professionals to build a better SMSF business.
Price for Members
Price for Non-Members
1 Jul 2019 - 31 Dec 2050