We made the 2022 AFR BOSS Best Places to Work list! Click here to learn more

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

A Royal Mess
Takeaways from the Royal Commission and LRBA Integrity reforms
This presentation will consider some of the issues raised during the Royal Commission concerning superannuation generally, as well as examining the application of new integrity measures concerning limited recourse borrowing.

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  

SMSFs and Cryptocurrency
What do I need to know?
We will explore a number of key areas that trustees need to consider before investing into Bitcoin and other crypto-currencies via their SMSF.

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!


Related News