Super Day 2019 | Melbourne Agenda
If you are seeking a competitive advantage to help your accounting practice thrive, this event is for you. In the face of increased delivery costs, constant regulatory changes and changing client expectations, we will ask the question:
Change, Transition & Transformation – where does your SMSF practice sit?
| 8.00am | Registrations open | |
| 8.20am | Welcome |
Kim Payne |
| 8.25am | Opening address |
Mathew Cassidy |
| 8.30am |
SMSF legislative & technical update |
John Lethbridge |
| 9.10am | Superannuation after the Royal Commission and Productivity Commission reports Where to from here? The superannuation system has been the subject of two major reports delivered in the past year. This presentation will summarise some of the key findings of the Royal Commission and the Productivity Commission’s investigations. What did these reports tell the Government? And, more importantly, how does the Government intend to respond? |
Christian Chenu Legal Associate Partners Wealth Group |
| 9.35am | ATO update Current superannuation issues and initiatives It is always refreshing to hear directly from the ATO regarding current superannuation policy and initiatives. Nathan will run through what’s currently on the ATOs radar in relation to superannuation under the new super regime. |
Nathan Burgess |
| 10.10am | Morning tea | |
| 10.40am | Auditing the Auditor? ATO audit - steps to reduce risk to your practice In 2018 the Australian Securities and Investments Commission (ASIC) has deregistered 10 SMSF auditors for breaching independence rules. We will outline what to expect from an ATO review of your practice and what steps you can do to reduce your risk |
Alex Swansson |
| 11.05am | Self-Managed retirement portfolio construction What is the potential impact of a change in Federal Government? Learn how a potential change in the Federal Government could cause a sea-change in the way Australiana private and self-managed investors structure investment portfolios in the future. The franking credit regime has been lucrative for tax-advantaged investors, but it has also created a dangerous over-reliance on domestic, franked-income streams and a lack of diversification in many portfolios. The potential change in imputation credit rebates has caused significant angst amongst investors, but in reality, there is an increasing number of alternative income sources to franked dividends that should cushion the perceived blow to retirement incomes. |
Jonathon Bayes Chief Investment Officer Partners Wealth Group |
| 11.35am |
Panel Discussion |
Panel Discussion |
| 12.15pm | Thriving in change Accounting business models of the future Dissing business models of the future within the accounting & financial services sectors, taking into account pace of change and leveraging the insights from our Macquarie Banks latest benchmarking from 2018 |
Eli Glotzer Macquarie Group |
| 12.45pm | Judgement Day: Terminating your SMSF Drivers, considerations and issues of winding up an SMSF There are a number of reasons why you may want or need to wind up your SMSF, including the death or incapacity of a member, relocation overseas, family relationship or business partnership breakdown, or administration considerations. In this session, we will look at some of the main drivers for the decision to terminate an SMSF, the key considerations and options, and the steps you need to take to wind it up. |
Sophie Cohen Head of Partners Legal Partners Wealth Group |
| 1.20pm | Lunch | |
| 2.00pm | Event concludes |
Event details
Date Friday 5 April 2019
Time 8.00am for an 8.20am start - 2.00pm conclusion
Early bird price $210 (from 25 March full price is $245)
CPD points attendees will be eligible to receive 4.25 SMSF Association CPD points