Post on 17-Jun-2018
SMSF Association National Conference 2018
Conference Program
14 – 16 February 2018
ICC Sydney
What was once unknown, becomes known.
What was once foreign, becomes familiar.
Familiar becomes comfortable. Expand your thinking.
Target Audience Legend
FP Financial PlannersACC AccountantsAUD Auditors
ADMIN AdministratorsLAW LawyersALL All delegates
SSA/SSAUD Specialist members
Day 1 — Wednesday, 14th February
Open from 7:30am Exhibition hall open - Exhibition Hall 1
8:00am — 10:00am SMSF Association Thought Leadership Breakfast presented by Vanguard Investments Australia - Cockle Bay Room 1 Does superannuation need to play a broader role in the retirement of Australians in the future? Professor Phil Dolan, Pro Vice Chancellor, La Trobe University / Dagmar Parsons, CEO, National Seniors Australia
Melinda Howes, General Manager, Superannuation, BT Financial Group / Matthew Lawrance, Chief Executive Officer, MLC Super & Executive General
Manager, Wealth, NAB
Facilitator: John Maroney, CEO, SMSF Association
8:30am — 10:00am Pre-session 1 - Parkside Room 1 (Door 2 and 3) Evolution: SMSF Investments Speakers: IML, Auscap, ETF Securities, Praemium, La Trobe Financial
Pre-session 2 - Pyrmont Theatre (Door 1 and 2) Evolution: SMSF Disruption Speakers: BT, BGL, Commsec, SuperConcepts, SuperGuardian
10:15am — 10:30am Chairman’s Address - Darling Harbour Theatre (Door 1 and 2) Andrew Gale, Chairman, SMSF Association
10:30am — 10:40am Opening Address - Darling Harbour Theatre (Door 1 and 2) John Maroney, CEO, SMSF Association
10:40am — 10:45am Patron’s Address - Darling Harbour Theatre (Door 1 and 2) Tim Costello, Patron, SMSF Association
10:45am — 11:40am Plenary Session 1 - Darling Harbour Theatre (Door 1 and 2) Legislation and Regulations Update Scott Hay-Bartlem, Partner, Cooper Grace Ward
Stream Legs & Regs Pyrmont Theatre (Level 2), Door 1 and 2
Concurrent Session 1A Start me up- Commencing a pension the right way Neal Dallas, Principal, McInnes Wilson
Lawyers, Chris Humphrey, Principal,
Chris Humphrey Private Wealth
Management ACC / LAW / ADMIN / AUD
Strategy Darling Harbour Theatre (Level 2), Door 1 and 2
Concurrent Session 1B Contribution opportunities - nothing has changed, or has it? Peter Crump, Private Client Adviser, Ipac ACC
Practice Parkside 1 (Level 2), Door 2 and 3
Concurrent Session 1C A dive into the mechanics of aged care strategies and how to evaluate Louise Biti, Director, Aged Care Steps, Jo Fox, Founder, Strengthening Practice (UK) FP
Workshop C4.5 (Level 4)
12:00pm — 1:00pm No session. Workshops commence at 1:50pm
1:00pm — 1:55pm Lunch - Exhibition Hall 1
1:55pm — 2:55pm Workshop commences at 1:50pm
Concurrent Session 2A TRIS strategy tips and traps Tim Miller, Founder and Education Specialist, Miller Super Solutions ACC / AUD / ADMIN
Concurrent Session 2B SMSF exit strategies and alternatives Julie Steed, Senior Technical Services Manager, Australian Executor Trustees FP / ACC
Concurrent Session 2C SMSF Policy Outlook Jordan George, Head of Policy, SMSF Association ALL
Workshop 2D How to: Prepare your SMSF for death Bryce Figot, Special Counsel, DBA Lawyers
2:55pm — 3:35pm Afternoon Tea - Exhibition Hall 1
3:35pm — 4:35pm Concurrent Session 3A Building blocks of estate planning post 1 July 2017 Bhavesh Mistry, Principal and Solicitor, Mistry Fallahi Lawyers & Business Advisors LAW / FP / ACC
Concurrent Session 3B Funding and owning property in an SMSF: Tips and traps Mark Rogerson, Managing Director, Rogerson Kenny Business Accountants FP / ACC / AUD
Concurrent Session 3C The superannuation reporting framework – the ‘here & now’ and beyond for SMSFs Kasey Macfarlane, Assistant Commissioner,
SMSF Segment, Superannuation, Australian
Taxation Office and Michael Houlihan,
Director, Australian Money Planners, Peter
Hogan, Head of Education and Technical,
SMSF Association ACC / ADMIN / AUD
4:50pm- 5:45pm Plenary Session 2 - Darling Harbour Theatre (Door 1 and 2) How SMSF estate planning has changed Peter Burgess, General Manager, Technical Services and Education, SuperConcepts
5:45pm CommSec Welcome Reception - Exhibition Hall 1
Day 2 — Thursday, 15th February
Open from 7:30am Exhibition Hall Open - Exhibition Hall 1
8:15am — 9:10am Plenary Session 3 - Darling Harbour Theatre, Door 1 and Door 2 Professional Standards: Future Adviser Requirements Deen Sanders, CEO, Financial Adviser Standards and Ethics Authority
Stream Legs & Regs Pyrmont Theatre (Level 2), Door 1 and 2
Strategy Darling Harbour Theatre (Level 2), Door 1 and 2
Practice Parkside 1 (Level 2) Door 2 and 3
Workshop C4.5 (Level 4)
Workshop C4.4 (Level 4)
9:20am — 10:20am
Workshops commence at 9:15am
Concurrent Session 4A Trust deeds in light of the super reforms Clinton Jackson, Partner,
Cooper Grace Ward Lawyers
LAW / ACC / AUD / ADMIN
Concurrent Session 4B Everything old is new again- SMSF investments post super reform Lyn Formica, Director,
SMSF Technical &
Education Services, Heffron
Consulting FP / ACC / AUD
Concurrent Session 4C What makes good advice – and how to do it in a licensed environment? Kath Bowler, CEO, Licensing
for Accountants
Paul Derham, Partner, Holley
Nethercote Commercial and
Financial Services Lawyers FP / ACC
Workshop 4D How to: Prepare your SMSF for death Dan Butler, Director,
DBA Lawyers
Workshop 4E Are TBCs just a synonym for RBLs? Bryan Ashenden,
Head of Financial
Literacy & Advocacy,
BT Financial Group
10:20am — 11:05am Morning Tea - Exhibition Hall 1
11:05am — 12:05pm Concurrent Session 5A Understanding the CGT relief Darren Wynen, CEO, Insyt
ACC / AUD
Concurrent Session 5B
Building a member’s
pension account under a
TBC regime Nigel Stewart, Executive Director,
Dimensional and Chairman,
Stewart Partners.
Jonathan Shead, Head of Portfolio
Strategists, Asia Pacific, State
Street Global Advisors. David
Wanis, Portfolio Manager + Senior
Analyst, Schroders.
Chaired by Peter Hogan, Head of
Education and Technical, SMSF
Association
FP / ACC
Concurrent Session 5C An auditor, an accountant and a financial planner walk into a bar… what each person brings to the party Shirley Schaefer, Partner,
BDO Audit
Shari Neagle, Director of
Superannuation Services,
Bentleys
Nick Loxton, Director,
Middleton Securities
ACC / AUD / FP
12:05pm — 1:00pm Lunch - Exhibition Hall 1
1:05pm — 2:05pm Workshops commence at 1:00pm
Concurrent Session 6A Reforming super- Risks to the auditor Belinda Aisbett, Director,
Super Sphere
AUD / ACC / ADMIN
Concurrent Session 6B Don’t get ambushed by the CGT reset Graeme Colley, Executive
Manager, SMSF Technical
& Private Wealth,
SuperConcepts ACC
Concurrent Session 6C Loss of capacity: how to identify it, what needs to be in place and what to do about it when you see it Caroline Harley, Special
Counsel, Partners Legal FP / ACC / LAW
Workshop 6D How to: Prepare your SMSF for death Bryce Figot, Special
Counsel, DBA Lawyers
Workshop 6E How to: Are TBCs just a synonym for RBLs? David O’Connell, Senior
Technical Consultant,
Advice, Strategies
& Knowledge, BT
Financial Group
2:15pm — 3:15pm Concurrent Session 7A In the death benefit arena: Jemma versus Goliath Jemma Sanderson, Director,
Cooper Partners Financial
Jordan George, Head of Policy,
SMSF Association
ACC / AUD/ LAW
Concurrent Session 7B A new way of thinking about retirement income for SMSFs Melanie Dunn, SMSF
Technical Services Manager,
Accurium and Aaron Minney,
Head of Retirement Income
Research, Challenger FP / ACC / LAW
Concurrent Session 7C Thriving or surviving? Why you need to revisit your SMSF business model post super reforms Aaron Dunn, CEO, The
SMSF Academy , David
Busoli, Practice Principal &
SMSF Specialist Mentor,
SMSF Alliance, Adam
Goldstien, Wealth Advisor,
Skeggs Goldstien
ALL
3:15pm — 4:00pm Afternoon Tea- Exhibition Hall 1
4:00pm — 4:50pm Plenary Session 4 - The regulatory outlook for SMSFs - Darling Harbour Theatre (Door 1 and 2) James O’Halloran, Deputy Commissioner, Superannuation, Australian Taxation Office \ Peter Kell, Deputy Chairman, ASIC \Robert Jeremenko, Head of the Retirement Income Policy Division, Treasury \ John Maroney, CEO, SMSF Association
4:55pm — 5:40pm Plenary Session 5 - Random thoughts from an equally random mind - Darling Harbour Theatre (Door 1 and 2) Adam Spencer, Comedian and Author
5:40pm — 7:40pm Schroders Networking Function - Gallery
Day 3 — Friday, 16th February
Open from 7:30am Exhibition Hall Open - Exhibition Hall 1
8:15am — 9:10am Plenary Session 6 - Darling Harbour Theatre (Door 1 and 2) Managing pensions under the new regime Peter Hogan, Head of Education and Technical, SMSF Association
Stream Legs & Regs Pyrmont Theatre (Level 2), Door 1 and 2
Strategy Darling Harbour Theatre (Level 2), Door 1 and 2
Practice Parkside 1 (Level 2) Door 2 and 3
Workshop C4.5 (Level 4)
Workshop C4.4 (Level 4)
9:25am — 10:15am Workshops commence at 9:20am
Concurrent Session 8A That was then, this is now - the changing face of claiming ECPI Leigh Mansell, Director, SMSF Technical & Education Services, Heffron SMSF Solutions ACC / ADMIN
Concurrent Session 8B Complementing your SMSF with alternative tax planning structures Liz Westover, Director,
PricewaterhouseCoopers FP / ACC / AUD
Concurrent Session 8C How far can an SMSF auditor rely on technology? Shelley Banton, Executive General Manager, Technical Services, ASF Auditors ACC / ADMIN / AUD
Workshop 8D How to: Prepare your SMSF for death Dan Butler, Director, DBA Lawyers
Workshop 8E Are TBCs just a synonym for RBLs? Bryan Ashenden, Head of Financial Literacy & Advocacy, BT Financial Group
10:15am — 10:50am Morning Tea - Exhibition Hall 1
10:50am — 11:40am
Concurrent Session 9A SMSFs and CGT: Practical issues beyond CGT relief Darren Wynen, CEO Inyst ACC / FP
Concurrent Session 9B The Ying and Yang of post reform strategies Craig Day, Executive Manager, Technical Services, Colonial First State and Mark Ellem, Executive Manager, SMSF Technical Services, SuperConcepts FP / ACC / LAW
Concurrent Session 9C The many factors influencing how accountants complete their SMSF work Tony Negline, Superannuation Leader, Chartered Accountants ANZ ACC
(Continued) (Continued)
11:50am — 12:25pm Plenary Session 7 - Darling Harbour Theatre (Door 1 and 2) 2018 and beyond: Your conference wrap up Peter Hogan, Head of Education and Technical, SMSF Association Scott Hay-Bartlem, Partner, Cooper Grace Ward Craig Day, Executive Manager, Technical Services, Colonial First State
12:25pm — 12:40pm Closing Address - Darling Harbour Theatre (Door 1 and 2) Incoming Chair
1:00pm — 2:30pm Class Final Day Luncheon - Grand Ballroom (Level 5) Yossi Ghinsberg, Acclaimed Author and Keynote Speaker