Technical Day Conference 2020

OVERVIEW

Join the SMSF Association's Technical Day 2020 Virtual Conference. Join our live Technical Day from your own desk, whether that's working from home or from your office. Engage in the program in a series of interactive and comprehensive sessions where you will be introduced to complex theories and strategies to support your SMSF professional practice.

The Association knows that during this challenging period there is increased importance on providing timely SMSF strategic advice and opportunities for your clients.

We have included on this year's program technical sessions and workshops that include:

• Thought leadership session for specialist members
• COVID-19 Strategies
• The Auditors lens on COVID-19
• Ethics in advice
• Auditors/Accountants perspective on valuation of assets/investment strategy obligations and preparation of the 2019/2020 accounts
• LRBA/NALI/Safe Harbour Guidelines/Related Party Loans Impact
• Myth-busting Death

All brought to you by the leading technical specialists in the SMSF industry.

SMSF Association - minimum 6.5 CPD hours
FASEA - minimum 6.5 CPD hours

Details

Date:
29 Jul 2020
8:30 am AEST - 4:30 pm AEST

Speakers:

John Maroney

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.

Peter Burgess SSA


Peter Burgess is General Manager, Technical Services and Education at 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.

Scott Hay-Bartlem SSA

Scott is a partner in Brisbane law firm Cooper Grace Ward.

He and his team specialise in assisting clients and their other advisers including lawyers with tax and superannuation advice; estate planning, administration and disputes; business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures.

He is a SMSF Specialist Advisor™, a Chartered Tax Adviser, a member of the Society of Trust and Estate practitioners, and an Accredited Adviser with Family Business Australia.

Scott been selected by his peers for inclusion in the Ninth Edition of Best Lawyers in Australia in the practice areas of: Superannuation Law, Trusts and Estates and Wealth Management / Succession Planning Practice."

He has a Bachelor of Laws (Hons) and a Bachelor of Business (Accy) from the Queensland University of Technology. Scott also has also completed the Certificate of Superannuation Management and the Diploma of Superannuation Management run through ASFA and Macquarie University, and the Foundation Diploma of Financial Planning.