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 14th Annual SMSF Conference

Pre-ordered ebooks,Superannuation and SMSF audit,14th Annual SMSF Conference
5 & 6 September 2019

The SMSF industry has seen a raft of significant changes over the last few years, and the changes keep on coming. Our two-day conference reflects on the new super landscape and the practical lessons we can learn, with a focus on TBAR reporting requirements, the total super balance, as well as claiming exempt current pension income. It also examines key death benefit issues, including challenging trustee discretion, the efficacy of BDBNs, and dealing with errant executors.

Compliance Nuts and Bolts

  • Managing the Transfer Balance Account Reporting Obligation: Lessons from the Frontline

  • Keeping on Top of the Total Super Balance

  • Maximising Super using the Small Business CGT Concessions

  • Claiming Exempt Current Pension Income: The New Landscape

SMSF Planning Strategies

  • Aligning Estate Plans With SMSF Investment Strategies

  • Contribution and Tax Strategies - Managing the $1.6 Million Cap Strategically

  • Dealing with Deficient SMSF Trust Deed Dilemmas

Getting Money out of Super

  • BDBNs: Not So Binding After All?

  • Challenging SMSF Trustee Discretion in Death Benefit Payments

  • When Executors Carve Themselves a Slice of the Super Benefits Pie

Managing Risks in SMSFs

  • SMSFs and Liability for Losses: Are Advisers in the Firing Line?

  • Managing Incapacity Risk in SMSFs


Bernie O’Sullivan, Principal, Bernie O’Sullivan Lawyers, Melbourne

Andrea Carrick, Director, AG Tax Lawyers, Melbourne

Peter Crump, Private Client Adviser, AMP Advice, Adelaide

Michelle Griffiths, Partner, TAG Financial Services, Melbourne

Melanie Dunn, SMSF Technical Services Manager, Accurium, Hobart

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

Lisa To, Partner, Bartier Perry, Sydney

Andrew Smyth, Managing Partner, Robbins Watson Solicitors, Gold Coast

Kylie Wilson, Partner, Holding Redlich, Brisbane

Heather Gray, Partner, Hall & Wilcox, Melbourne

Nathan Yii, Director, Nathan Yii Lawyers, Melbourne

Jeremy Peck, Partner, Moray & Agnew Lawyers, Melbourne

Shaun La Motte, Client Director, Pitcher Partners, Melbourne 

If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Officer, Natasha De Paola on (03) 8601 7721 or email: natasha@tved.net.au

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Product Code: E/PGSMSEP19
 Price:  $198.00 (Inclusive of GST)