Supercharge your SMSF practice

SMSF Adviser Technical Strategy Day Melbourne

Tuesday 10 November 2015

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Supercharge your SMSF practice

SMSF Adviser Technical Strategy Day Brisbane

Wednesday 11 November 2015

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Supercharge your SMSF  practice

SMSF Adviser Technical Strategy Day Sydney

Thursday 12 November 2015

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Advance your knowledge and expertise

The SMSF Adviser Technical Strategy Day 2015 provides SMSF practitioners with take-home technical strategies to help build, protect and manage their clients’ wealth.

Our range of technical experts will provide in-depth and educational information, as well comprehensive updates on the latest legislative and regulatory changes in the SMSF sector.

This is a must-attend event for any SMSF practitioner, including accountants and financial planners, who is looking to bolster their SMSF expertise and best grow and protect their clients’ retirement income.



This event is the perfect opportunity for you to tap into the minds of the best in the business, get answers to questions you've always wanted to know and network with fellow SMSF specialists.


Our speakers will provide actionable ideas and practical strategies to help SMSF practitioners best grow and protect their clients' retirement.



Our range of speakers includes respected, long-standing experts in their respective fields delivering technical sessions to better your industry understanding.



Leading SMSF service providers will be on hand to showcase the latest products and services that will help bolster your SMSF business.

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8.15 – 8.45am Registration
8.45 – 8.50am Official Welcome
Terry Braithwaite, Associate Publisher of SMSF Adviser
8.50 – 8.55am A word from our event partner Accurium
8.55 – 9.55am Peter Burgess
Head of Policy Technical & Educational Services, AMP SMSF

A comprehensive update on the SMSF legislation and policy front.

  • An examination of recent ATO ruling, interpretative decisions and other announcements impacting on the SMSF sector
  • Emerging and topical SMSF technical strategies<
  • What’s still to come and predictions for the year ahead.
  • 9.55 – 10.55am Matina Moffitt
    Executive Director, Financial Services, Ernst & Young

    Auditing in 2015/16: Keeping your clients compliant and out of the ATO’s bad books.

  • Changes affecting audit procedures for 2015/16
  • Getting the best outcome for your client in the event of a breach
  • Addressing common SMSF audit myths and avoidable breaches
  • 10.55 – 11.25am MORNING TEA
    11.25 – 12.15pm * Peter Townsend
    Principal, Townsends Business & Corporate Lawyers

    The property mistakes your clients are making and the opportunities they’re missing.

  • Costly mistakes with property purchases and transfers
  • Little-known traps to watch out for with LRBAs
  • Where do unit trusts fit and how can they work for your clients?
  • 12.15 – 1.15pm LUNCH
    1.15 – 2.15pm Caroline Harley
    Senior Legal Counsel, Perpetual

    Preparing your clients strategically and financially for the ‘five Ds’ of SMSFs

  • Practical strategies to plan for death, divorce, disablement, disqualification, and disinterest
  • Do you have a watertight strategy for clients? Does it cover all of the five Ds?
  • Practical examples and case studies to help guard SMSFs against the five Ds
  • 2.15 – 3.15pm* Peter Hogan
    National Manager, SMSF Advice, MLC

    What do SMSF practitioners need to be aware of to maximise and protect their clients’ retirement income?

  • The ins and outs of the preservation rules and running a pension through an SMSF
  • When a pension starts and stops - the whys and the implications
  • Taxation tips and traps to be aware of for your clients
  • 3.15 – 3.45pm AFTERNOON TEA
    3.45pm – 4.35pm Nathan Burgess, Director, SMSF's, Income Tax & Regulatory Risk Mitigation, ATO

    What the regulator is targeting in the SMSF sector and a live Q&A

  • The ATO’s SMSF compliance agenda for 2015/16 and beyond
  • Problem areas the ATO has identified and is targeting
  • The ATO answers your questions live!
  • 4.35 – 4.40pm Official Close
    Terry Braithwaite, Associate Publisher of SMSF Adviser

    * These sessions will be swapped in Brisbane

    Event Details


    Tuesday 10 November 2015
    Grand Hyatt Melbourne

    8.15am Arrival & Registration
    8.45am Conference Commence
    5.00pm Conference Close

    Click here for directions

    Add to calendar


    Wednesday 11 November 2015
    Pullman Brisbane King George Square

    8.15am Arrival & Registration
    8.45am Conference Commence
    5.00pm Conference Close

    Click here for directions

    Add to calendar


    Thursday 12 November 2015
    Le Montage, Lilyfield

    8.15am Arrival & Registration
    8.45am Conference Commence
    5.00pm Conference Close

    Click here for directions

    Add to calendar


    Hear from a range of speakers including senior representatives from
    ATO, AMP, EY, Perpetual, MLC & Townsends Lawyers
    ...and more to come!

    Peter Burgess

    Peter Burgess

    Head of Policy, Technical & Educational Services, AMP SMSF Peter Burgess is Head of Policy, Technical & Education at AMP SMSF. Peter is responsible for AMP’s SMSF policy development and the delivery of education and technical support services to AMP clients. Prior to joining AMP, Peter was the National Technical Director for the SMSF Association (formally known as SPAA) and a previous SMSF Association board member. Peter has a strong reputation as an authority in SMSF policy and technical support. He is an adjunct lecturer with the University of Adelaide and is a widely published author and media commentator on SMSFs. In 2014, Peter was recognised as one of the top 50 most influential social media users in finance by Financial Standard magazine.
    Matina Moffitt

    Matina Moffitt

    Executive Director, Financial Services, Ernst & Young Matina has over 28 years experience in audit, with the last 26 specialising in audit and accounting for superannuation funds. Matina has extensive experience in auditing superannuation funds, providing assurance advisory services, corporate governance reviews, and special purpose reviews for superannuation trustees. Matina is a registered SMSF auditor. Within the Superannuation Industry, she has been:

    • Chair of the ASFA NSW Accountants Discussion Group
    • Member of the ASFA SMSF Standing Advisory Panel and ASFA Retirement Outcomes Standing Advisory Panel.
    • Presenter at the CANZ National SMSF and National Audit Conferences
    • Presenter at the CANZ Public Practitioners’ Conference
    • Developed and presenter of the audit of self-managed superfund workshop for the CPA
    Peter Townsend

    Peter Townsend

    BA LLB FAICD FCLA AFPA, Principal, Townsends Business & Corporate Lawyers Peter Townsend is a business lawyer with over 35 years’ experience in providing legal advice to business owners and operators, including over 25 years’ experience in advising participants in the financial planning and superannuation industries. He is the Principal of Townsends Business & Corporate Lawyers and Managing Director of SUPERCentral Pty Ltd – a document provider to self-managed superannuation funds. Peter is a Fellow of the Australian Institute of Company Directors and a Fellow of the Commercial Law Association.  He was a founding member of the International Association for Financial Planning in Australia and helped to design and create the Financial Planning Association of Australia, of which he is an Associate Member. Peter’s firm focusses on advice and documentation for self-managed superannuation and estate planning and in addition provides a one-stop shop for businesses in respect of all the legal issues that arise in running that business including implementation of legal strategies, assistance with commercial negotiation and document preparation and analysis.
    Caroline Harley

    Caroline Harley

    BA, LLB, Grad Dip Leg Prac, LLM (Leg Prac), SSATM, Senior Legal Counsel, Perpetual Private Caroline is Senior Legal Counsel with Perpetual Private’s Trustee Services & Operations division. Admitted to practice in 2008, she has become a regular presenter on superannuation and estate planning for the financial services industry.  Caroline has written for various publications in relation to compliance for Self Managed Superannuation Funds (SMSFs). She has also worked with the NSW Law Society and The College of Law to run educational programs for the legal profession on issues relating to superannuation and SMSFs. Caroline is recognised as a Self Managed Superannuation Fund Specialist Advisor by the SMSF Association. Active in both the superannuation and SMSF sectors, Perpetual offer trustee services for Small Apra Funds as well as SMSF administration. The Perpetual Alliance Partner Program provides assistance to Accountants who are looking to obtain their own Limited AFSL in response to the removal of the Accountants’ exemption in July 2016.
    Peter Hogan

    Peter Hogan

    National Manager, SMSF Advice, MLC

    Peter Hogan joined MLC Technical Services as a Senior Technical Manager in 2010. He is a visiting lecturer at Adelaide University’s International Centre for Financial Services and until recently was a 10 year National Board Member of the Self Managed Superannuation Fund Professionals Association of Australia (SPAA). For the six years prior to joining MLC, Peter worked in his own business as a specialist SMSF adviser. Prior to this, he was Head of Technical Services at Colonial First State Investments for seven years and held the same role at Macquarie Bank for five years. Peter holds a Bachelor of Laws from Sydney University, a Diploma of Financial Planning from Deakin University and is accredited as a Specialist Superannuation Adviser by SPAA.

    Nathan Burgess

    Nathan Burgess

    Director, Self Managed Super Funds, Income Tax and Regulatory Risk Mitigation, ATO 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.


    Principal Partner

    Accurium_logo2 Accurium deliver innovative, accurate, and reliable services to accountants and SMSF practitioners serving the needs of SMSF trustees. Accurium is the leading SMSF Retirement Specialist. We are well known in the SMSF market as the leading provider of SMSF actuarial certificates and retirement forecasting tools, including the retirement healthcheck.

    Accurium is committed to passing on the essential tools and information that you need for success. Our exceptional service, support and technical capabilities have helped us to maintain our leading footprint in the SMSF retirement market and win the SMSF Adviser award for best actuarial certificate provider for the second year running.

    Platinum Partner

    With over 20 years’ experience in dispute resolution, the Financial Ombudsman Service (FOS) Australia provides specialised expertise in the areas of investments, SMSF products and advice.
    We’ve spoken to hundreds of accountants and know many of you are thinking about establishing a platform for continued success.
    FOS Australia is here to support you should you decide to take out a limited or full AFSL and require external dispute resolution (EDR) membership.
    If you are
    • an accountant
    • providing advice on Self-Managed Super Funds
    • applying for a limited or full Australian Financial Services License
    you need to be a member of an ASIC-approved EDR scheme, like FOS, before 1 July 2016.
    FOS Australia have a range of education and training resources for our members and have waived our membership fees for accountants until 1 July 2017
    It’s never been easier to join!
    Find out more about the benefits of FOS Australia membership and join Australia’s leading EDR scheme for financial services.
    • Speak to one of our FOS representatives here today
    • visit
    • call 1800 367 287

    Gold Partners

    act2_logo_notag As leaders in integration and innovation for the preparation of SMSF actuarial certificates, Act2 Solutions consistently provide lightning fast turnarounds at exceptional value.  Independently owned and operated, we provide our clients with a professional, friendly and knowledgeable service.

    Led by Andy O'Meagher, who has been preparing actuarial certificates for more than 11 years, Act2 Solutions deliver a quality product and expertise that is backed by actuary David Quinn-Watson who has over 20 years of superannuation experience.  Our clients range from small SMSF administrators and boutique accounting firms through to high volume corporations.

    Accountancy Insurance is proud to be the Gold Sponsor of the SMSF Adviser Strategy Day. Accountancy Insurance provides the tax audit insurance offering, Audit Shield, to more than 2400 accounting firms across Australasia. Audit Shield provides protection from the cost (professional fees) of audit activity instigated by the Australian Taxation Office (ATO). As the ATO continues to increase the scrutiny on SMSF’s, Audit Shield has become a ‘must have’ for all proactive accounting firms and their SMSF clients, as well as individuals and businesses. Talk to the Accountancy Insurance team to see how they can assist you.
    The Credit and Investments Ombudsman (CIO) is approved by ASIC to provide dispute resolution services for the financial services industry. We provide our members with an alternative to costly legal proceedings so they can resolve complaints made against them by their clients in a confidential setting.

    More than 20,000 financial services providers choose CIO as their preferred external dispute resolution scheme.
    If you apply for a limited AFSL, take advantage of our membership offer for limited AFS licensees. No annual membership fees until 1 July 2017. Join before 31 March 2016 and we’ll also waive the application fee.

    Count Count is celebrating 35 years’ supporting accounting firms transform and build on their success. So whether you want to guide your clients on setting up SMSFs or integrate broader financial solutions into your business, we can help you make it work.

    Count offers choice and flexibility, allowing our network of around 300 accounting firms to deliver strategic advice best suited to their clients and business. Our team of professionals and suite of resources are specifically focused on accounting firms who are integrating a financial advice offer to their clients for the first time. This means we offer support to ensure accountants meet their regulatory obligations and comply with professional obligations including APES 230.

    Take the headache out of July 2016
    We can help you navigate the new licensing rules to ensure you are compliant and can continue to meet the needs of your clients. With Count you get deeper insights into whether advice is right for your business and which licensing options will work for you now and in the future.

    Brought to you by

    SMSF AdviserInvestor DailyifaAD_Logo


    Purchase Tickets

    Craig Lynch
    Phone: 02 8045 2020
    [email protected]

    Sponsor Enquiries

    Terry Braithwaite
    Associate Publisher
    Phone: 02 8045 2022
    [email protected]


    General Enquiries

    Bronwyn Cooksley
    Event Producer
    Phone: 02 8045 2060
    [email protected]