15th Annual SMSF Conference Online

Conference,Superannuation and SMSF audit,15th Annual SMSF Conference Online
Delivered in 4 parts over 4 half days

3, 4, 10 & 11 September 2020

-147 DAYS
.   .

The COVID-19 pandemic has created significant economic uncertainty, impacting SMSFs, the industry, and its clients. Our two day conference reflects on the evolving landscape and how clients and their advisers can best navigate the practical challenges. Conference sessions include understanding new contribution rules, compliance issues with investment strategies during a falling market, and the future use of LRBA arrangements in SMSFs. It also examines key interdisciplinary issues, including managing an SMSF with an auditor in mind, dealing with family law disputes, and the role of the SMSF in estate planning.

Our regular two day conference delivered online in four parts over four half days

Part 1: Reforms Impacting SMSFs

Thursday 3 September 2020 [10am to 12.50pm]

  • Non-Arm’s Length Income and Expenses – Avoiding Pitfalls from Recent Changes

  • Understanding New Contribution Rules - A Strategic Approach

  • Coronavirus and SMSFs: Keeping Ahead of the Changes

Part 2: SMSFs and Investment

Friday 4 September 2020 [10am to 12.50pm]

  • The Investment Strategy – Keeping the ATO Onside

  • Future Use of LRBA Arrangements in SMSFs

  • Business in an SMSF: Is it Ever a Good Idea?

Part 3: Practical Challenges Impacting SMSFs

Thursday 10 September 2020 [10am to 12.50pm]

  • Exempt Current Pension Income - Trips and Traps to Watch

  • Death Benefits: BDBNs or Retain Trustee Discretion?

  • Problem Solving the Irreparable SMSF

Part 4: SMSFs and Interdisciplinary Issues

Friday 11 September 2020 [10am to 12.50pm]

  • Managing an SMSF with the Auditor in Mind

  • SMSFs and Family Law Disputes – A Methodology of Planning

  • The Role of Your SMSF in Estate Planning


Shaun La Motte, Director, Pitcher Partners, Melbourne

Mark Wilkinson, Partner, BDO, Sydney

Katie Timms, National Director - Superannuation & SMSF Services, RSM, Perth

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

Dung Lam, Team Leader – Taxation, Coleman Greig Lawyers, Sydney

Ian Burgess, Partner, EY, Brisbane

Andrea Carrick, Director, AG Tax Lawyers, Melbourne

Phil Broderick, Principal, Sladen Legal, Melbourne

Mark Ellem, SMSF Adviser, Brisbane

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

Chris Kesakidis, Principal, Mills Oakley, Melbourne

Belinda Aisbett, Director, Super Sphere, Melbourne

Stephen Bourke, Director, SuperSplitting, Sydney

Nathan Yii, Director, Nathan Yii Lawyers – Structuring & Estate Planning Law, Melbourne

Kylie Wilson, Partner, Holding Redlich, Brisbane

  • The SMSF conference provides a very strong level of relevant technical information and I always leave it with 6 or more ideas and matters I need to follow up on after the conference

  • The content was relevant and the speakers were varied and interesting

  • As an accountant, I appreciate the lawyer's perspective and there was a good balance between legislation and practical sessions


Multiple registration discount?

If you would like to send 3 or more people from your company to this conference the following discounts apply:

  • 3 registrations – 5% discount off each registration

  • 4 registrations – 10% discount off each registration

  • 5 or more registrations – 15% discount off each registration

To access this discount simply use the multiple registration option on our website. You can complete all of the registrations in one action and the discount will automatically be applied.

If you need assistance or have an enquiry, please do not hesitate to contact our Conference & Event Manager, Jenna Pickrell on (03) 8601 7729 or email: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: GSMSEP20
 Price:   $1,815.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this conference is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.