Louise Biti

Specialist workshops will be a core focus at the upcoming 2023 annual SMSF Association Technical Summit, being held on July 26-27 on the Gold Coast.

SMSF Association CEO Peter Burgess says: “The outstanding success of last year’s event demonstrated the strong attraction that a combination of technical workshops, and engagement with industry experts presents for our specialist members.”

The 2023 workshop sessions are certain to have broad appeal with speakers including, DBA Lawyers’ Bryce Figot focussing on the tips and traps of the Total Super Balance and Transfer Balance Cap regimes, and Colonial First State’s Craig Day presenting his take on the latest in contribution strategies.

In other workshop sessions, Accurium’s Mark Ellem will dive into a series of case studies designed to explore the technical issues that can arise during the preparation of annual financial statements, while Aged Care Steps’ Louise Biti will look at aged care and housing affordability solutions.

In his keynote address opening the Summit, Burgess will provide expert analysis and critical review of Treasury consultation papers (including the proposed $3 million cap), ATO rulings, enacted law and draft legislation impacting on the SMSF sector and the broader super industry.

Heffron Consulting Meg Heffron’s keynote address in the morning on day one, looks at the $3 million cap, with Heffron adding: “Although not all SMSF clients will be subject to the new tax on earnings for balances over $3 million, it is clearly a major issue for our industry. 

“I will explore some of the new challenges and decisions for impacted clients, advisers and accountants whilst also discussing what this means for the future place of SMSFs in our superannuation landscape.”

The Chair of the SMSF Association, Scott Hay-Bartlem from Cooper Grace Ward will wrap up the 2023 Technical Summit with a high energy estate planning update, sharing his predictions on future litigation ‘hot spots’, as well as previewing how the proposed $3 million cap is expected to impact on future estate planning strategies.

Burgess concludes: “It all adds up to an exciting and professionally fulfilling event. The Technical Summit always presents an advanced agenda to elevate the skills of those operating at the highest level in the SMSF sector, and this year is no different. 

“The bonus alongside the several industry leaders we have presenting will be a gala dinner to celebrate the Association’s 20^th anniversary on the Wednesday night.” 

With six technical workshops on the program to ensure high quality discussions, seats at this year’s Technical Summit will be limited, so delegates are encouraged to register early.

Register for the Summit. 

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