Second Annual Melbourne SMSF Conference
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Pre-ordered ebooks,Superannuation and SMSF audit,Second Annual Melbourne SMSF Conference
Date:  2 & 3 April 2020
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

    • Maximising Super using the Small Business CGT Concessions

    • Claiming Exempt Current Pension Income: The New Landscape

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

    • Keeping on Top of the Total Super Balance

  • 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


Chris Ketsakidis, Partner, Mills Oakley Lawyers, Melbourne

Ian Burgess, Partner, EY, Brisbane

Melanie Dunn, SMSF Technical Services Manager, Accurium, Hobart

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

Darren Chinnappa, CA SMSF Specialist, Nexia Australia, Sydney

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

Shaun La Motte, Superannuation Director, Pitcher Partners, Melbourne

Amanda Morton, Principal, Morton Legal Consulting, Melbourne

Belinda Aisbett, Director, Super Sphere, Melbourne

Dr Philip Bender, Barrister & Nationally Accredited Mediator, Victorian Bar, Melbourne

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

Phil Broderick, Principal, Sladen Legal, Melbourne

Heather Gray, Partner, Hall & Wilcox, Melbourne

Jeremy Peck, Partner, Moray & Agnew Lawyers, Melbourne

Nathan Yii, Director, Nathan Yii Lawyers, 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:

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Product Code: E/PMSMAPR20
 Price:  $198.00 (Inclusive of GST)