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Superannuation Intensive

8 CPD Hours | Super early bird registration now open!

 

 

Super Intensive

Super early bird registrations now open!

Available for a strictly limited time - Program coming soon!

In the ever-changing landscape of superannuation, advisers must stay on top of all the latest developments in the industry

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.

Who should attend?

A must-attend event for all tax practitioners working in superannuation with a focus on SMSFs. 

Flexible format and attendance options  

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

Super early bird registration

$ 745 (member)

$ 745 (new member*)

$ 1,045 (non member)

  • When02-April-2025 - 03-April-2025
  • FormatOnline
  • CPD Hours8

Session 1: SMSF update – What’s changed and what’s on the horizon

Liz Westover, FTI, Deloitte


Session 2: SMSF regulator update

Justin Micale, Australian Taxation Office, Liz Westover, FTI, Deloitte


Session 3: In house assets (IHA) and related parties 

Shirley Schaefer, BDO


Session 4: SMSF deeds – Practically a trust deed

Daniel Butler, CTA, DBA Lawyers


Session 5: Digital assets in operation

Shelley Banton, ASF Audits

Session 6: $3 million cap and Div 296

Jemma Sanderson, CTA, Cooper Partners


Session 7: SMSFs and insurance – The ins and outs 

Craig Day, Colonial First State


Session 8: Protecting against death benefits and challenges

Phil Broderick, CTA, Sladen Legal


Session 9: ATO and the professional - “Regulating the profession”  

Julie Dolan, KPMG, Bryce Figot, CTA, DBA Lawyers, Shirley Schaefer, BDO
Facilitator: Nick Panos, CTA, Nick Panos & Associate Solicitors

 

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