Improve your experience. We are very sorry but this website does not support Internet Explorer. We recommend using a different browser that is supported such as Google Chrome or Mozilla Firefox.
Issues covered include: Financial Adviser Standards and Ethics Authority (FASEA) Update, TBAR, Royal Commission, Pension options, SMSF Deed, Superannuation contributions, non-concessional contributions, Transfer Balance Account, Super Death Benefits, Binding death benefit nominations, blended families, incapacity.
Regulators are increasingly targeting SMSF advisors after finding that 90% of them have breached the law. Stay out of the crosshairs and avoid a regulatory disaster for your practice and your clients by keeping updated on the latest legislation and understand precisely what regulators require. Take this opportunity to pick up practical tips and traps on TBAR and work out tailored solutions on pensions, contributions, super death benefits and other proactive planning strategies for your SMSF clients.
Attend and earn 7 CPD Points/Hours
This symposium was recorded in NSW on 17 June 2019
This program is accredited by the SMSF Association
Chair: Louise Meijer, Partner, Pitcher Partners
REGULATORY UPDATES: THE NEED TO KNOW
9.00am to 9.40am: OPENING ADDRESS: The Professional Future for SMSF Practitioners: Financial Adviser Standards and Ethics Authority (FASEA) Update
Presented by Dr Deen Sanders OAM, Partner, Ethics and Professionalism Leader, Governance, Regulation and Conduct, Deloitte; Past CEO of FASEA
9.40am to 10.25am: Financial Advice and SMSFs: What to Expect after the Royal Commission
Presented by Dr Hillary Ray, Partner, Cowell Clarke
10.25am to 10.40am Morning Tea
PENSIONS, DEEDS AND DOCUMENTATION
10.40am to 11.40am: Pension Planning: The Long and Short Run and an Interactive Q&A
Examine the different options available to clients when structuring pensions, including:
Finish with an interactive Q&A session that will assist you in advising your clients in this ever-challenging space.
Presented by Kim O'Brien, Partner - Tax and Superannuation, EY
11.40am to 12.35pm: SMSF Deed and Pension Documentation: Getting it Right and Fixing Problems When Things Go Wrong
Presented by Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts
12.35pm to 1.20pm Networking Lunch
PROACTIVE PLANNING STRATEGIES
1.20pm to 2.15pm: Structuring Superannuation Contributions Over a Lifetime
Presented by Mark Wilkinson, Partner - Superannuation, BDO
2.15pm to 3.10pm: SMSF End of Year Planning Opportunities and Pitfalls
Explore practical end of year strategies including:
You will also gain a practical overview of key considerations and actions advisers need to take before the end of financial year to remain compliant.
Presented by Yvonne Chu, Head of Technical Services, Australian Unity
3.10pm to 3.25pm Afternoon Tea
3.25pm to 4.20pm: A Step by Step Guide to TBAR
Presented by Jennie Lynn, Director, Brookside Accountants Pty Ltd
4.20pm to 5.15pm: Practical Planning Strategies with Super Death Benefits
Presented by Brian Hor, Special Counsel, Superannuation & Estate Planning, Townsends Business & Corporate Lawyers
5.15pm Closing Comments by the Chair
Cliftons Sydney
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia