Accountants

Super Day 2020 | Melbourne Agenda

In its thirteenth year, Super Day is the premier event on our professional development calendar

A technical program designed specifically for accountants, Super Day 2020 will update you on legislative and regulatory changes, arm you with estate planning strategies, and unlock a world of investment possibilities to help you and your clients take advantage of a ‘New Decade, New Opportunities’.

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8.10am Registrations Open  
8.30am Welcome & Opening Address  Mathew Cassidy 
Managing Director 
Partners Wealth Group 
8.40am

Super State of Play 

What’s new in 2020? 

 Alex Swansson 
General Manager – Superannuation Audit 
Partners Wealth Group 
9.10am Best Super Strategies for the New Decade

Rob Hand 
Senior Financial Planner 
Partners Wealth Group 
10.00am

Property in your SMSF - a Super Investment? 
Christian Chenu, Phil Almeida, Ben Savige. Includes Q&A. 

Panel Discussion 
Chaired by Sophie Cohen 
Head of Partners Legal 
10.40am Morning tea  
11.00am Investment Diversification with Controlled Risk 

Andrew Lockhart 
Managing Partner 
Metrics Credit Partners 
11.30am

Talkin Bout My Generation 
Intergenerational wealth transfer & your SMSF 

Sophie Cohen 
Head of Partners Legal 
Partners Wealth Group 
12.10am

The Ethical Advisor 
The impact of FASEA’s Code of Ethics on advisors and accountants.  

Stephanie Russell 
Division Director - Technical Services Manager 
Macquarie Group 
12.50pm Lunch  
1.50pm Event concludes  

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