First Annual Melbourne SMSF Conference
Thursday 4 & Friday 5 April 2019

Melbourne Marriott Hotel

-16 DAYS
.   .

Our annual SMSF conference (held at the Gold Coast in September every year) draws SMSF advisers from across the country. It is one of our most popular conferences and that is why we are repeating this event in Melbourne in April 2019 for all those who couldn’t get to the Gold Coast. This year’s SMSF conference explores some of the major issues troubling advisers, from 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 4 April 2019

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 and Deeming of In-house Assets for SMSFs 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 5 April 2019

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

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

Chris Ketsakidis, Partner, Mills Oakley, Melbourne

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

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

Peter Crump, Executive Director, Private Client Advisor, AMP Advice, Adelaide

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

Kieran Hoare, Director, Merthyr Law, Brisbane

  • This conference is always practical for me. Great speakers with great content.
  • Great content and great mix of speakers.
  • Topics were excellent, presenters knowledgeable and entertaining.
  • Excellent presenters and content.
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email:
Product Code: MSMAPR19
 Price:   $2,145.00 (Inclusive of GST)
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