SMSFs and Superannuation Reform 2017: A Special Symposium
Thursday 2 and Friday 3 November 2017
Stamford Plaza Hotel, Melbourne
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We invite you to attend a special in depth symposium on super and SMSFs following the most important super reforms in a decade.  To be held in Melbourne, the symposium offers a unique opportunity for super advisers to discuss and develop strategies on contributions, super cap management, pensions and death benefits post reform.

The symposium consists of nine one hour in depth sessions followed by questions and discussion spread over two days, featuring some of leading Australian experts in the field.  By attending, you will take away a meaningful understanding of the reforms and essential strategies going forward.

Thursday 2 November 2017

Maximising Your Contributions Strategy Under the Reforms

  • Contributions Strategies in the Post Super Reform Era
  • CGT Small Business Concessions – Using Concessions in the New Regulatory Environment
  • Contributions Traps in Using LRBAs After the Reforms

Practical Issues Post Reform

  • Keeping Under the Cap
  • CGT Cost Base Resets – When To Do Them and When To Leave Them

Friday 3 November 2017

Pensions and Super Estate Planning Post Reform

  • Pension Strategies – Compliance Imperatives in the New Regulatory Environment
  • Transition to Retirement Income Streams – Keep Them or Dump Them?
  • Managing Super Death Benefits in a Post Reform Environment
  • Solving Complex Superannuation Estate Planning Problems Post-Reform

David Foulds, Director – Estate Planning, Pitcher Partners, Melbourne

Michelle Griffiths, Partner, TAG Financial Consulting, Melbourne

George Kolliou, Director, AG Tax Lawyers, Melbourne

Andrea Carrick, Director, AG Tax Lawyers, Melbourne

Krishna Skandakumar, Partner, Hall & Wilcox Lawyers, Melbourne

David Busoli, Executive Manager SMSF Education, SuperConcepts, Brisbane

Lyn Formica, Director, McPherson Super Consulting, Brisbane

Robert O'Donohue, Partner, HWL Ebsworth Lawyers, Melbourne

Shaun La Motte, Senior Manager – Superannuation, Pitcher Partners, Melbourne

Graeme Colley, Executive Manager, SuperConcepts, Sydney

Heather Gray, Partner, Hall & Wilcox, Melbourne

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


If you register and pay on or before 22 September 2017 – you will pay only $1760a saving of $275 off the full price registration fee of $2035.

If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 9670 2055 or email:
Product Code: MSSNOV17
 Price:   $1,760.00 (Inclusive of GST)
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