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Super Day 2019 | Sydney 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?

7.30am Registrations open  
7.50am Opening address Laurence Poulter
NSW Practice Manager
Partners Wealth Group
8.00am SMSF legislative & technical update
What’s changed in 2019?
In the session, John will bring you up to date with the legislative and technical changes and how this effects your practice and clients.
John Lethbridge
SMSF Specialist Advisor
Partners Wealth Group
8.30am 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

Self-Managed retirement portfolio construction
What is the potential impact of a change in Federal Government?
Learn how a potential change in 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 are an increasing number of alternative income sources to franked dividends that should cushion the perceived blow to retirement incomes.

Jonathan Bayes
Chief Financial Officer
Partners Wealth Group


Spotlight on SMSFs
Case studies focusing on death, pensions and contributions

John Lethbridge
SMSF Specialist Advisor
Partners Wealth Group
10.00am Closing remarks Laurence Poulter
NSW Practice Manager
Partners Wealth Group


Event details

Date Tuesday 26 March

Time 7.30am for a 7.50am start - 10.00am conclusion

Early bird price $65 (from 4 March full price is $80)

CPD points attendees will be eligible to receive 2 SMSF Association CPD points

Secure your tickets today!

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