Program

Day 1 - Thursday 26 August
       
Navy50px Time 8:30am - 9:00am AEST Registration
       
Navy50px Time 9:00am - 9:15am AEST Event Commences
       
Setting Up a SMSF
  • When to set up a SMSF
  • Members & Trustees
  • How to set up a SMSF
Navy50px Time 9:15am - 10:15am AEST Navy50px Speaker TBD
       
Navy50px Time 10:15am - 10:30am AEST Morning Tea
       
Workshop - Wealth Accumulation & Contributions
  • What contributions can be made & limits
  • Contribution acceptance rules
  • Taxation of contributions
  • Contribution Strategies
Navy50px Time 10:30am 12:00pm AEST Navy50px Speaker TBD
       
IPA Update
Navy50px Time 12:00pm - 12:30pm AEST Navy50px Speaker

Prof Andrew Conway FIPA FFA
Chief Executive Officer

       
Navy50px Time 12:30pm - 1:15pm AEST Lunch - Restaurant
       
Super Technical Update – What are the current changes
  • TSB/TBC limits changes
  • 2021 Federal Budget announcements
  • Recent legislated changes
Navy50px Time 1:15pm - 2:00pm AEST Navy50px Speaker TBD
       
SMSF Investing
  • Investment restrictions (“ATO says NO”)
  • Alternative Investments / Investment Classes
  • In House Assets
Navy50px Time 2:00pm - 3:30pm AEST Navy50px Speaker TBD
       
Navy50px Time 3:30pm - 3:45pm AEST Afternoon Tea
       
Superannuation Benefits
  • When benefits can be paid
  • How benefits can be paid
  • Benefit documentation
  • Taxation of benefits
Navy50px Time 3:45pm - 4:45pm AEST Navy50px Speaker TBD
       
Navy50px Time 5:00pm AEST Event Concludes
       
Navy50px Time 7:00pm - 10:00pm AEST Official Dinner
       
Day 2 - Friday 27 August
Navy50px Time 8:30am - 8:45am AEST Registration
       
Navy50px Time 8:45am - 9:00am AEST Event Commences
       
SMSFs the Audit Function
  • What is an audit?
  • What to expect from your auditor
  • Common contraventions
Navy50px Time 9:00am - 10:00am AEST Navy50px Speaker TBD
       
The Auditor & The ATO
  • When the ATO comes knocking
  • How the auditor interacts with the ATO
Navy50px Time 10:00am - 10:45am AEST Navy50px Speaker TBD
       
Navy50px Time 10:45am - 11:00am AEST Morning Tea
       

Workshop Part 1 - SMSFs & Estate Planning

 
Navy50px Time 11:00am - 12:30pm AEST Navy50px Speaker TBD
       
Navy50px Time 12:30pm - 1:15pm AEST Navy50px Speaker Lunch
       
Workshop Part 2 - SMSFs & Estate Planning
    
Navy50px Time 1:15pm - 2:15pm AEST Navy50px Speaker TBD
       
Winding up a SMSF
  • When to wind up a SMSF
  • What are the options?
  • How to wind up a SMSF
Navy50px Time 2:15pm - 3:15pm AEST Navy50px Speaker TBD
       
Q&A with the Experts
 
Navy50px Time 3:15pm - 3:45pm AEST Navy50px Speaker TBD
       
Navy50px Time  3:45pm AEST Close