13th Annual SMSF Conference
Thursday 6 and Friday 7 September 2018
Palazzo Versace, Gold Coast
-228 DAYS
.   .

The recent super reforms are the most significant changes to super the sector has seen, and the changes keep on coming. One year on, now is the time to reflect on the new super landscape and the practical lessons we can learn from the changes. Our two-day conference focuses on the new TBAR reporting requirements, the total super balance, as well as contribution and death benefit strategies post reforms. It also examines key estate planning and succession issues, including multigenerational planning for SMSFs.

Thursday 6 September 2018

Getting the Most Into Super and Getting It Out Effectively

  • SMSF Contribution Strategies to Implement Post Reforms
  • The Total Super Balance - Valuing Super Interests and Assessing Eligibility
  • Transfer Balance Account Report - Understanding The New Reporting Obligations
  • Determining an Appropriate Pension Strategy During the Lifetime of a Retiree

Fund Assets and Investments

  • The Sole Purpose Test: Deeming of In-house Assets Post Aussiegolfa
  • Property Development and SMSFs - Maximizing Potential and Avoiding Traps
  • SMSFs and Non-Arm’s Length Income from Trusts - Applying the Rules to Remain Compliant

Friday 7 September 2018

Estate and Succession Planning

  • Succession Planning for SMSFs: Care, Capacity and Control
  • SMSFs and Super Death Benefits Strategies Post Reforms
  • Multigenerational Tax Planning Using SMSFs

SMSF Challenges

  • SMSF Management and Negligence Risk: Advisers in the Firing Line
  • Divorce and SMSFs - Trying to Retain the Happily Ever After

Peter Crump, Private Client Advisor, AMP Advice, Adelaide

Heather Gray, Partner, Hall & Wilcox, Melbourne

David Busoli, Principal, SMSF Alliance, Brisbane

Shaun La Motte, Director, Pitcher Partners, Melbourne

Melanie Dunn, SMSF Technical Services Manager, Accurium, Hobart

Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts, Sydney

Phil Broderick, Principal, Sladen Legal, Melbourne

Mark Ellem, Executive Manager - SMSF Technical Services, SuperConcepts, Brisbane

Scott Hay-Bartlem, Partner, Cooper Grace Ward Lawyers, Brisbane

Kylie Wilson, Partner, Holding Redlich, Brisbane

Michelle Griffiths, Partner, TAG Financial Services, Melbourne

Stephen Bourke, Director, SuperSplitting, Canberra

Andrea Carrick, Director – SMSF Specialist Advisor, AG Tax Lawyers, Melbourne

Kieran Hoare, Director, Merthyr Law, Brisbane


The feedback from last year’s conference was very positive indeed, with the conference overall scoring 4.7 out of 5 and with no respondent being any less than quite satisfied with the conference. 

  • There is a lot before us at the moment and I feel that the conference covered all the main issues and covered them well.
  • The content and presenters were right on topic.
  • Very topical and covered important issues well.
  • Good range of topics, excellent discussion. Great Q & A session.
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email: jenna@tved.net.au
Product Code: GSMSEP18
 Price:   $2,035.00 (Inclusive of GST)
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