Super Morning 2018 | 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:
SMSFs – Obligation or Opportunity?
| 8.00am | Registrations open | |
| 8.20am | Opening address | Patrick Barry Head of Wealth Partners Wealth Group |
| 8.30am | SMSFs in 2018 | what’s changed? Legislative & technical update Gain confidence in your understanding of the latest changes, and prepare for how it will impact your business and your clients. |
John Lethbridge SMSF Specialist Advisor Partners Wealth Group |
| 9.15am |
A Royal Mess |
Christian Chenu Legal Associate Partners Wealth Group |
| 9.40am | Super Wars | Episode IV – There’s Still Hope Integrating Superannuation into Estate Planning In the context of an ever-changing galaxy, this episode will look at potential strategies for dealing with superannuation as part of an estate plan to bring hope to clients, covering superannuation death benefits, testamentary trusts and superannuation proceeds trusts. |
Sophie Cohen Head of Partners Legal Partners Wealth Group |
| 10.10am | The Advisor of the Future Associate Advisor Academy In today’s fiercely competitive environment your business needs the very best young talent to secure its future and remain not only relevant, but in demand. |
Mathew Cassidy Managing Director Partners Wealth Group |
| 10.20am | Morning tea | |
| 10.50am |
SMSFs and Cryptocurrency |
Alex Swansson General Manager – Superannuation Audit Partners Wealth Group |
| 11.15am | Super Wars | Episode V – The Members Strike Back Integrating Superannuation into Estate Planning How can clients strike back to ensure they maintain control over payment of their superannuation on death? This episode will explore: Control issues within an SMSF, and the use of reversionary pensions, death benefit nominations, and superannuation wills. |
Sophie Cohen Head of Partners Legal Partners Wealth Group |
| 11.45am | The future of SMSFs Obligation or Opportunity? With the sweeping reforms over the past two years, administration and advice requirements in the SMSF space have increased significantly. With this in mind, our panel of experts will discuss these issues and the opportunities for your practice and clients. |
Panel Discussion chaired by Mathew Cassidy |
| 12.25pm | Spotlight on SMSFs In this session, we will go through in-depth case studies focusing on death, pensions and contributions. |
John Lethbridge SMSF Specialist Advisor Partners Wealth Group |
| 1.10pm | Closing remarks | Patrick Barry Head of Wealth Partners Wealth Group |
| 1.20pm | Networking lunch | |
| 2.00pm | FOFA afternoon (private session) |
Event details
Date Friday 19 October
Time 8.00am for an 8.20am start - 2.00pm conclusion
Price $245
CPD points attendees will be eligible to receive 4.25 SMSF Association CPD points
Secure your tickets today!