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 |
| 9.00am |
Self-Managed retirement portfolio construction |
Jonathan Bayes |
| 9.30am |
Spotlight on SMSFs |
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