2015 SMSF ASSOCIATION STATE TECHNICAL CONFERENCE // SERIES

Transcription

1 PRICING Early Bird Offer $595 (Ends 3 July 2015) Standard Member Rate $ SMSF ASSOCIATION STATE TECHNICAL CONFERENCE // SERIES Non-Member Rate $895 *All prices include GST 10 CPD POINTS SYDNEY Tuesday 28 July 2015 Sheraton on the Park (Grand Ballroom) 161 Elizabeth St, Sydney 2000 BRISBANE Wednesday 29 July 2015 Brisbane Convention & Exhibition Centre (Plaza Level Rooms 1 & 2) Cnr Merivale St & Glenelg St, South Brisbane 4101 MELBOURNE Thursday 30 July 2015 Melbourne Convention & Exhibition Centre (Clarendon Auditorium) 1 Convention Centre Pl (Enter from Clarendon St), South Wharf 3006 ADELAIDE Friday 31 July 2015 Adelaide Oval (Ian McLachlan Room) War Memorial Dr, North Adelaide 5006 PERTH Monday 3 August 2015 Perth Convention & Exhibition Centre (Meeting Rooms 1 & 2) 21 Mounts Bay Rd, Perth 6000 Register now ASSOCIATION SPONSORS GOLD Association Sponsors SILVER Association Sponsors MAJOR Media Partner

2 PROGRAM 7:45am REGISTRATION/ARRIVAL TEA & COFFEE 8:30am OPENING ADDRESS 8:45am SESSION 1: Your Business: SMSF and Technology Speaker: The fast pace of change that characterises our modern world provides a significant challenge for businesses and individuals. Everyone from big corporates to new start-ups needs to stay informed of the most recent digital developments to make appropriate decisions about how best to harness technology within their business. The SMSF industry is no exception. Join us as we hear from Darren Stevens, Bravura Solutions, Director, Product Management and Strategy, as he highlights the key challenges and opportunities facing the SMSF and superannuation industries. Darren Stevens Director, Product Management & Strategy, Bravura Solutions 9:35am SESSION 2: Regulations and Legislation Update Speaker: Where are we at with SMSFs after the Tax Discussion Paper, this year s budget, new legislation, rulings, determinations and recent court cases? This session will simplify what s in the mix and the various strategies to assist you in advising your clients. Graeme Colley Director Technical and Professional Standards, SMSF Association 10:25am MORNING TEA 10:50am SESSION 3: Do you know your ABC s of ECPI Speaker: The ATO recently commented that nearly three quarters of SMSF members are 60 and over and while the majority of SMSFs are in the accumulation phase, the number of funds reporting exempt current pension income (ECPI) is growing. Starting to pay pensions brings new challenges for trustees such as calculating and making minimum pension payments, managing assets on a segregated or unsegregated basis, calculating ECPI and correctly claiming expenses. This session will explore different case studies and whether segregation is needed or not, practical steps to do the segregation, including audit, and what implications flow from it. Philip LaGreca Head of Technical Services, Multiport Pty Ltd 11:50am SESSION 4: Understanding (Superannuation) Heaven and Hell Speakers: Super estate preparation is about the member planning for heaven to avoid hell for those left behind; at least this was the plan for; Messrs Donovan, Katz, Munro, Smith, Jones, Nguyen and others. Those left behind who complain are; de factos (real and claimed), children (step, adopted, natural and sort of), spouses (of various kinds), the ATO and the SCT. It is time to explore the heavenly heart of super to understand the shape that can be had that can lead to heaven not hell. This session will include; That discovers the true current legal nature of what is superannuation; Which will scare you to the risks and exposures of super today; But will open up your thinking to what can truly be achieved; For blended marriages, dysfunctional relationships and important promises; And which will avoid or limit section 55 SIS Act risks for you; Achieving the only true binding super death benefits; and Enabling a supplementary brace and protect simple strategy. Sydney, Brisbane & Perth Peter Bobbin Managing Principal, Argyle Lawyers Melbourne Bryce Figot Director, DBA Lawyers Adelaide Peter Slegers Partner, Cowell Clarke 12:50pm LUNCH 1:35pm SESSION 5: 2015 s top 10 SMSF questions Speaker: Teasing out the hot topics of the Association s Linked-in discussions, your discussions. In this session, Craig will challenge your knowledge on a range of topical SMSF issues, get your brain ticking over and provide you not only the right answer to the question, but why it s the right answer. Craig Day Senior Technical Services Manager, Colonial First State 2:35pm SESSION 6: ATO SMSF Compliance activity update Speakers: This session features an SMSF Expert interviewing an ATO representative eliciting insights and perspectives on the key areas of concern to the regulator as well as an update on ATO compliance activities over the past year and their objectives for the rest of 2015 and Our expert will focus on the practical application for delegates. Interviewer Jordan George Senior Manager, Technical & Policy, SMSF Association Sydney Mary Simmons Director in Superannuation, ATO Brisbane & Adelaide Kasey Macfarlane Assistant Commissioner, ATO Melbourne Nathan Burgess Director Self-managed Super, ATO Perth Howard Dickinson Director Self-managed Super, ATO 3:30pm SESSION 7: The Super market Speaker: There are some areas where SMSF strategies may not work effectively, such as blended families or families with a disabled child. There are also events that may cause trustees to consider the ongoing viability of their SMSF. Understanding the available alternatives and their relative merits can assist practitioners to provide best interest advice to clients. This session explores what non SMSF strategies might dovetail from an SMSF to provide solutions outside the SMSF box. Julie Steed Technical Services Manager, Australian Executor Trustees Limited 4:30pm 4:35pm CLOSING ADDRESS NETWORKING FUNCTION Disclaimer: Program is subject to change.

3 SPEAKERS ANDREA SLATTERY Managing Director /CEO, SMSF Association Andrea is the Managing Director/CEO and Founder of the SMSF Association. She has worked in the financial services industry for over 22 years and has established herself as an authority in the field of SMSFs and Retirement systems. Her passion for the SMSF industry and its self regulation is one of the reasons for the SMSF Association s inception and subsequent recognition as the peak professional body for the SMSF sector. She is recognised as a thought leader in Australia s Superannuation and Finance Service sectors and is the face and voice of SMSF. The SMSF sector is the largest and fastest growing superannuation sector in Australia accounting for 31% or $568B of a total Australian superannuation asset pool of $1.93T. Deloitte Research puts the SMSF Sector at $2.2T in 2033 and the Australian Superannuation asset pool at $7.2T. Andrea has a detailed knowledge of the business and advice models, globalisation opportunities needed for business expansion, competitive advantage and market positioning. Attuned to the transformational change expected of professional and financial services leading Australia s economic growth in the coming decades, surpassing resources and mining. She provides guidance, policy direction and commercial judgement to the Federal Government and Opposition, Treasury, Regulators and industry on how Australia can tap this opportunity, locally, nationally and globally. She holds a Masters in Commerce from the University of South Australia, and designations including SMSF Specialist Advisor, a Fellow of the Australian institute of Company Directors, a CPA and CPA Financial Planning Specialist. Andrea was the first woman to be appointed to the South Australian Cricket Association (SACA) Board of Directors. Andrea is also a Board Director of AFL/ AFLPA Ladder, the Adelaide University International Centre for Financial Services (ICFS) and Argo Global Listed Infrastructure (AGLI). Andrea was awarded Woman of the Year Money Management Super Review, Australian Women in Financial Services Awards Andrea was also awarded the AFL Mother of the Year in Andrea is married to Judge Paul Slattery and is the proud mother of four sons, four daughters-in-law and 7 grandchildren. BRYCE FIGOT Director, DBA Lawyers Bryce is also recognised as one of Australia s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 10 years and holds a Master of Laws from the University of Melbourne. Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, The Tax Institute, Institute of Chartered Accountants and DBA Network. Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce is on the editorial panel of LexisNexis Australian Superannuation Law Bulletin. Since 2010, he has lectured the SMSF component of the University of Melbourne s Master of Laws subject Superannuation Law. Bryce is a member of The Taxation Institute s Super Club Subcommittee and is a Specialist SMSF Advisor as well as being a Chartered Tax Adviser. See more at: director-profiles/#sthash.ao0obogd.dpuf CRAIG DAY Senior Technical Services Manager, Colonial First State Craig is a Senior Technical Services Manager with Colonial First State s technical services team, FirstTech, and has over 15 years experience in the financial services industry. As part of the FirstTech team, Craig is responsible for providing specialist technical support to Colonial First State s business and to analyse and communicate technical issues and strategy to financial advisers and their clients. Craig is also a regular speaker at industry and corporate functions, provides media commentary in relation to Australian superannuation and retirement planning issues and is actively involved in providing ongoing professional education and training. Craig holds a Bachelor of Science and he is an SMSF Specialist Advisor with the SMSF Association. DARREN STEVENS Director, Product Management & Strategy, Bravura Solutions Darren Stevens is the Director, Product Management & Strategy at Bravura Solutions and has over 27 years of experience in the financial services sector. He is responsible for developing, refining and executing Bravura Solutions corporate strategy for both its global wealth management and transfer agency solutions. In addition, Darren oversees the global strategic direction and product management of Bravura Solutions wealth management product suite and he leads merger and acquisition activity. Darren is based in Melbourne. He is a Fellow of the Institute of Actuaries Australia, has held a number of Trustee and Board roles and actively participates with industry bodies such as Institute of Actuaries of Australia, Financial Services Council and Association of Superannuation Funds of Australia.

4 SPEAKERS GRAEME COLLEY Director Technical and Professional Standards, SMSF Association Graeme Colley is the Director of Technical and Professional Standards at the SMSF Association where he is responsible for the technical, advocacy and compliance role of SMSF Association. The role assists members in providing high quality advice on all aspects of self-managed superannuation funds. Graeme has over thirty years experience in the superannuation industry and had been involved in many of the changes that have taken place to the government s superannuation policy during that time. This has included formulating policy, developing legislation and providing high level technical advice. His most recent role was as the National Technical Manager for OnePath Australia which involved providing technical advice on superannuation to its adviser network. Prior to that, he was responsible for the co-ordination of superannuation litigation within the ATO. Graeme has co-authored a number of books and publications on superannuation. He lectures at the University of Western Sydney in the Masters of Commerce and at the University of NSW as an adjunct lecturer. He also has experience with a number of leading fund managers and consultants. Graeme s commitment to excellence allows him to be recognised as a leader in the SMSF and Superannuation environment in Australia. HOWARD DICKINSON Director Self-managed Super, With the ATO since 1983, Howard has undertaken a range of roles across income tax and superannuation, including implementation of tax and super reforms. Along with his fellow directors Howard oversees the administration and regulation of SMSFs. In particular Howard manages SMSF auditor compliance monitoring and support products, as well as the requisite liaison with ASIC. Other responsibilities include SMSF risk management and administrative projects such as the recent SMSF penalties regime, contemporary SMSF communications such as the SMSF videos and the provision of online services for trustees. JORDAN GEORGE Senior Manager, Technical & Policy, SMSF Association Jordan George is Senior Manager Technical & Policy at the SMSF Association. Jordan is a key member of the SMSF Association s technical team. He is responsible for managing the SMSF Association s submissions to government and regulators on new policy and legislative measures, and is a main contributor to SMSF Association s advocacy and technical work. Prior to joining the SMSF Association, Jordan spent four years in Canberra at the Australian Treasury where he worked on business tax policy issues, primarily on capital gains tax and also small business and tax administration issues. As such, Jordan brings to the SMSF Association first-hand experience in developing tax policy and legislation, and advising government and Ministers on budget, policy, and regulatory issues. Jordan has a Masters of Taxation at the University of New South Wales, an Honours degree in Economics and a Law degree from Adelaide University, along with a Graduate Diploma in Legal Practice from the Australian National University. JULIE STEED Technical Services Manager, Australian Executor Trustees Limited Julie has more than 20 years experience in the superannuation industry as a technical specialist, consultant and client services manager. Julie is responsible for the provision of superannuation technical information, specialising in small funds. Julie has gained extensive experience in assisting trustees, employers and service providers meet a wide range of prudential responsibilities and in helping advisers with the provision of services to clients. Julie is a Senior Fellow of Finsia, a Fellow of ASFA and an accredited SMSF Specialist Advisor with the SMSF Association. KASEY MACFARLANE Assistant Commissioner, Kasey is currently acting in the role of Assistant Commissioner for Self-Managed Superannuation Funds. Prior to joining the ATO in 1999 Kasey worked as a chartered accountant in an accounting firm. During her time at the ATO Kasey has undertaken a number of technical leadership roles and her responsibilities across various tax products have included: technical leadership and input into policy and law development leading the development of ATO public rulings and guidance products leading the management and resolution of tax related strategic litigation matters.

5 SPEAKERS MARY SIMMONS Director in Superannuation, Mary is a Director in Superannuation, at the, focusing on Self-Managed Superannuation Funds. Mary s current role is managing emerging SMSF issues to ensure compliance with the super and tax rules. Since joining the ATO in 2005, Mary has been part of the Superannuation business area. Mary has been responsible for managing teams across a range of functions, including technical, compliance and risk. Mary has a Bachelor of Commerce and a Diploma in Financial Planning, with over 17 years experience in the industry, specialising on SMSFs. NATHAN BURGESS Director Self-managed Super, With the ATO since 1996, Nathan has undertaken a range of roles across income tax and superannuation, including implementation of super reforms. Along with his fellow directors Nathan oversees the administration and regulation of SMSFs. As the ATO s SMSF risk manager, Nathan is currently responsible for identifying and mitigating SMSF regulatory and income tax risks. This includes developing compliance programs, involvement in settlements and prosecutions and implementing legislative changes. Nathan developed the Super Fund Lookup website to facilitate more efficient rollovers and contributions and created the SMSF annual return. PETER BOBBIN Managing Principal, Argyle Lawyers Peter Bobbin has been the Managing Principal of Argyle Lawyers for the past 20 years. He is recognised as one of Australia s best-known speakers on estate planning, tax and trusts. His areas of expertise also include superannuation, asset protection, financial services distribution and others areas. Peter is a founding trustee-director of Future2 Foundation, an Australia-wide recognised charity. The foundation is a channel through which financial services professionals and those linked to it can make a positive difference to the lives of those in need. Throughout his career, Peter has received recognition for his hard work and expertise, his most recent being awarded Tax Adviser of the Year, SME Category by the Australian Tax Institute. Peter has over 24 years in the industry and has been involved in matters such as lobbying to the NSW State Government and to Senator Cormann. He also displays a heavy involvement in The Tax Institute committees and education programs as well as supporting the profession through his mentoring and teaching with other tax professionals in different firms. Peter is a pre-eminent practitioner in the financial services industry displaying innovation with industry leadership in tax and commitment to the profession through regular speaking. Peter was the only individual (nonassociation) representative invited to the Federal Treasury initiative on the Ralph Report to tax trusts as companies. Peter has frequently been published in specific media outlets such as in the AFR, SMH, Age, BRW, Asset, Money and Management and is constantly sought out for comments on a range of topics associated with taxation or within the financial services profession. PETER SLEGERS Partner, Cowell Clarke Peter Slegers is a Partner at Cowell Clarke and heads up the firm s Tax & Revenue Group. Peter provides specialist tax and superannuation law advice to public accountants, financial advisers, medium to large family businesses as well as high net worth taxpayers. Peter has had significant involvement with SMSFs throughout his career providing advice on SIS compliance, succession planning, business real property transactions and SMSF pensions. PHILIP LAGRECA Head of Technical Services, Multiport Pty Ltd Philip LaGreca is the Head of Technical Services for Multiport Pty Ltd, a specialist in self-managed superannuation fund services. He has been in the superannuation industry since 1980 and worked through the constant changes that have occurred during that time. Philip has responsibility for the Multiport services relating to the establishment of SMSFs, compliance, technical and consulting advice. Prior to this Philip was the National Manager Strategic Services for AM Corporation Limited. In 17 years he held a variety of roles including Manager Technical Services and Compliance Manager for both life and superannuation business lines. Before AM, Philip was with William M Mercer consulting actuaries for 2 years and prior to that time, 4 years with MLC. Philip was a founding member of the Australian Retirement Income Streams Association (ARISA) Technical Committee that had been involved in assisting the Government with issues related to Retirement Income Streams. Philip is a Fellow of the Association of Superannuation Funds of Australia and has been a Director representing the Retail Sector and a member of the ASFA Policy Committee and ASFA Disclosure, Marketing and Licensing Sub-Committee and currently a member of the Small Independent Superannuation Funds Association (SISFA) Technical & Policy Development Committees.

6 For any enquiries please contact: SMSF Association Toll Free or (08)