SMSF 14 – 16 Association February 2018 National · Professor Phil Dolan, ... BT Financial Group /...

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



Practice Parkside 1 (Level 2) Door 2 and 3



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



Practice Parkside 1 (Level 2) Door 2 and 3



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

SMSF 14 – 16 Association February 2018 National · Professor Phil Dolan, ... BT Financial Group /...

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