2-3 April 2025 | Online | 8 CPD hours
The Superannuation Intensive features sessions specifically targeting key issues for advisers and practitioners in the superannuation industry, with a particular focus on self-managed superannuation funds (SMSFs). Bringing together expert speakers from across the country, delegates can expect an up-to-date and enhanced understanding of a range of topical subject areas including in house assets and related parties, SMSF deeds, the $3 million cap and more.
A must-attend event for all tax practitioners working in superannuation with a focus on SMSFs.
Held online, our virtual attendee hub offers you the opportunity to interact with presenters in real time, or to watch at your own pace when it suits you.
Event Details
Early bird registration
$ 945 (member)
$ 945 (new member*)
$ 1,245 (non member)
Session 1: SMSF update
Speaker: Liz Westover, FTI, Deloitte
Session 2: ATO update
Speaker: Allister Boyes, Australian Taxation Office
Session 3: Pensions
Speaker: Jemma Sanderson, CTA, Cooper Partners Financial Services
Session 4: Estate planning
Speakers: Shirley Schaefer, BDO, Clinton Jackson, Cooper Grace Ward Lawyers
Session 5: Investments in SMSFs – The good, the bad, the ugly!
Speaker: Phil Broderick, CTA, Sladen Legal
Session 6: Maximising contribution opportunities
Speaker: Julie Steed, Insignia Financial Group
Session 7: Incapacity
Speaker: Neal Dallas, CTA, BusinessDEPOT
Session 9: ATO and the professional - “Regulating the profession”
Panel: Robyn Jacobson, CTA, The Tax Institute, Anna Rizzo, CTA, Demasi + Company Services, Tim Sandow, CTA, President, The Tax Institute & BDO
Facilitator: Nick Panos, CTA, N. Panos & Associates
Contact our partnerships team to find out more about becoming a sponsor.
