12th Annual SMSF Conference: The 2017 Reforms in Depth

Thursday 31 August and Friday 1 September 2017


Palazzo Versace, Gold Coast

You know that the 2017 reforms are the most significant changes to super the sector has seen in the last decade and you understand the headline changes.  Our two-day conference is designed to allow you to take the next step: to acquire an in-depth understanding of the reforms.  Because that’s what you’ll need to advise your clients.

Day 1 – Thursday 31 August 2017

Day 1 Chair:  Peter Crump, Executive Director, Private Client Advisor, ipac, Adelaide

Contributions and Pensions after the Reforms

  1. Contributions Strategies in the Post Super Reform Era - Michelle Griffiths, Partner, TAG Financial Services, Melbourne
  2. Transition to Retirement Income Streams:  Keep Them or Dump Them? - Graeme Colley, Executive Manager, SuperConcepts, Sydney
  3. Keeping Under the Cap - David Busoli, Executive Manager SMSF Education, SuperConcepts, Brisbane
  4. Pension Strategies: Compliance Imperatives in the New Regulatory Environment - Shaun La Motte, Superannuation Director, Pitcher Partners, Melbourne

Death Benefits and Super Estate Planning Post Reforms

  1. Estate and Death Benefit Planning for SMSFs: Even More Reason to Plan Post Reforms? - Heather Gray, Partner, Hall & Wilcox Lawyers, Melbourne
  2. CGT Small Business Concessions: Using Concessions in the New Regulatory Environment - Katie Timms, Director, RSM, Perth
  3. Impact of the Super Reforms on Child Pensions - Nathan Yii, Director, Nathan Yii Lawyers, Melbourne

Friday 1 September 2017

Super Nuts and Bolts

  1. CGT Transitional Relief Arrangements: Is It Time to Reset? - Lyn Formica, Director, McPherson Super Consulting, Brisbane
  2. ATO Compliance and Enforcement for SMSFs in the Post Super Reforms Environment - Kasey Macfarlane, Assistant Commissioner, SMSF Segment, Superannuation, Australian Taxation Office, Brisbane
  3. Ask the Experts - a panel of 3 experts will comment on five issues selected from questions submitted by delegates to the conference -  Heather Gray, Partner, Hall & Wilcox Lawyers, Melbourne; Peter Crump, Executive Director, Private Client Advisor, ipac, Adelaide; and Michelle Griffiths, Partner, TAG Financial Services, Melbourne

Challenges in Superannuation Planning

  1. Managing the Risk of Family Breakdown:  An SMSF Risk Profile - Kieran Hoare, Director, Merthyr Law, Brisbane
  2. Disability and SMSF: The Taxation of Disability Super Benefits - Neal Dallas, Principal, McInnes Wilson, Brisbane

Feedback from last year’s conference

  • Content and quality of presentations was outstanding.  Professionally run days.
  • Outstanding speakers, excellent topics.
  • Great mix of topics with high level content and great speakers.
  • This was my first attendance and I found it very good in terms of content and calibre of presenters. I will be returning next year.
  • Good content and I really appreciate you linking theory to practical examples in real life.
  • Very satisfied with quality of content, presenters, notes and venue.
  • Informative and practical

Discount Registration

If you register and pay by 11 August 2017 you will pay $1815 – a saving of $165 off the full price registration fee of $1980.

Product Code: GSMSEP17
 Price:   $1,815.00 (Inclusive of GST)
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