General Information

Superannuation and SMSFs can be a valuable tool in building wealth and providing for you and your client’s retirement, but the rules can be complex. The two day SMSF Retreat brings together some great speakers with practical experience to provide insight into how SMSFs can best be used. Shirley Schaefer is our main speaker and Mark Ellem, will provide great expertise and knowledge regarding Pensions and how to get the most out of your SMSF.

The Retreat tackles some of the current issues in using SMSFs as an investment vehicle. The two days will cover fund establishment and windup (and the new proposal to allow six members); strategies to maximise contributions into the fund (and to understand all of the different types of contributions that can be made); and how to maximise benefits from SMSFs by way of pensions and lump sums as well as key issues to be considered in SMSFs and estate planning.

You will also hear from Dana Fleming, Assistant Commissioner for Superannuation who will provide insight into what the ATO’s current focus is. This will be broadened by Shirley to practical matters in dealing with your client’s SMSF client issues, including real war stories and resolutions.

Package inclusions:

  • Two day educational program
  • All catering and refreshments during the retreat
  • BBQ Retreat dinner and drinks on Thursday 29 August
  • Canape Creation course - 1.5 hrs
  • 15.5 CPD hours


Noosa is one of Australia’s most fashionable resort towns, a salubrious hub backing onto crystalline waters and pristine subtropical rainforest. The town is located within the Noosa Biosphere Reserve, a UNESCO-recognised area famous for its highly diverse ecosystem. Boasting one of Australia’s most elegant shopping strips, Hastings Street is relaxed, pedestrian-friendly and adjacent to one of the most stunning beaches in Australia offset by the beauty of Noosa National Park.


RACV Noosa
94 Noosa Drive
Noosa Heads QLD 4567

Located just minutes from cosmopolitan Hastings Street, RACV Noosa Resort is surrounded by 15 hectares of gardens off picturesque Weyba Creek, a branch of the Noosa River. Offering peace and seclusion that is still conveniently close to all of Noosa's attractions, the resort is ideal for a relaxing stay and indulging in the gourmet cuisine and boutique shopping Noosa is famous for.

RACV Noosa Resort also enjoys an excellent range of facilities including an infinity edge lagoon pool, beach entry to the pool, a cocktail bar and restaurant, a fitness centre, tennis courts, leisure equipment hire, a day spa and much more. Whether escaping for the weekend, enjoying a family holiday or visiting the Sunshine Coast on an extended holiday, RACV Noosa Resort is the perfect place to unwind.

Testimonials from our SMSF Retreat Noosa 2018

“Great training, great venue and excellent organisation throughout the conference.”
“I had a great time, updated my knowledge and at a great venue. Please keep up the good planning and work?”
“The quality of speakers could not be surpassed. I look forward to next year.”
“Great Tax Retreat with fantastic presenters and delegates. Great venue.”

Book Now

Early bird rate ends 13 July 2019.

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CPD Hours – 15.5

Free Wi-Fi is available during the Retreat

Presentation Notes
Presentation notes will be provided electronically prior to the Retreat. Hardcopy notes are available to purchase for $60.

If you are travelling from interstate, you will be required to arrange your own transport from the airport to the venue. If you would like an airport shuttle service please click here.

Dress Code
Smart Casual