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Conference
Face-to-face
Victoria
National Superannuation Conference
22-23 October 2026 | W Melbourne | 13 CPD hours
The premier tax event for the entire superannuation industry
Uniquely designed to address issues impacting both the Self-Managed Superannuation (SMSF) and large fund sectors, this specialist conference features two dedicated learning streams designed specifically for tax professionals working in these areas.
First class presenters, first-rate technical program
This exceptional program features leading superannuation tax experts with the essential blend of knowledge and experience in the practical application of the laws. Issues to be addressed include the latest on contributions, pensions, investments, governance, the latest on the regulatory environment plus an overview of the current economic outlook domestically and globally.
Who should attend?
Held over two full days, the program brings together regulators and leading practitioners from the legal, accounting, audit, and financial advisory services fields of the industry to discuss all of the latest tax issues across the ever-changing superannuation landscape. One of the great hallmarks of this event is the interaction and discussion between audience and presenters – always informed and insightful - the attendees are just as big a part of this event as the speakers themselves!
Network, network, network
Our specialist conferences are designed to allow delegates the time to enjoy robust technical discussions with colleagues and incorporate several opportunities throughout for attendees to mingle with peers and presenters. Each conference program includes dedicated networking functions for attendees to connect with like-minded members of the profession and discuss the latest issues in tax and beyond.
Event Details
Super early bird registration
$ 1,695 - Member
$ 2,115 - Event & new membership bundle
$ 1,995 - Non member
- When22-October-2026 - 23-October-2026
- FormatFace-to-face
- CPD Hours13
2026 Technical Program
Welcome and President’s Address
Speakers: Jemma Sanderson, CTA, Conference Organising Committee Chair, Tim Sandow, CTA, President, The Tax Institute
Session 1: Geopolitical Update
Speaker: Jon Berry, KPMG
Session 2A: Emerging Issues for Large Funds
Speaker: Dinh Dinh Dang, Deloitte
Session 2B: Post 2026 Budget – Are SMSFs are the Best, Chuck out the Rest?
Speaker: Phil Broderick, CTA, Sladen Legal
Session 3A: ATO Update
Speaker: ATO reps
Session 3B: Workshop – Division 296 – Part One
Speaker: Jemma Sanderson, CTA, Cooper Partners Financial Services
Session 4A: Session 4A: Climbing to Stage 3 – The Tax Governance Journey for Large Super Funds
Speaker: Chris Vanderkley, CTA, PwC
Session 4B: Workshop – Division 296 – Part Two
Speaker: Jemma Sanderson, CTA, Cooper Partners Financial Services
Session 5A: Budget Outcomes – Capital Gains Tax Changes and the Impact on Large Superannuation Funds
Speakers: Siew-Kee Chen, CTA, Deloitte, Vivienne Collins, Northern Trust, Lily Li, AustralianSuper
Session 5B: GST and Super Funds
Speaker: Ken Fehily, CTA, Fehily Advisory
Session 6A: Property Update for Large Funds – Navigating Tax, Structuring and Emerging Investment Opportunities
Speakers: Jennifer Kwok, KPMG, Jacqueline Wood, CTA, KPMG
Session 6A: Property Update for Large Funds – Navigating Tax, Structuring and Emerging Investment Opportunities
Speakers: Jennifer Kwok, KPMG, Jacqueline Wood, CTA, KPMG
Session 7: Cases Update
Speaker: To be confirmed
Session 8: Tax Policy and Advocacy Update
Speaker: Julie Abdalla, FTI, The Tax Institute
Session 9: Hot off The Press – Marsh CFA Institute Global Pension Index
Speaker: Tim Jenkins, Mercer
Session 10A: Division 296 – Practical Challenges and Considerations
Panellists: Darius Lalkaka, CTA, HESTA, Cath Watson, EY
Facilitator: Brad Ivens, ATI, EY
Session 10B: Tax Implications for Property In, During and Out of SMSFs and the Impact of Recent Reforms
Speaker: Daniel Butler, CTA, DBA Lawyers
Session 11A: Foreign Investments – Emerging Issues Across the Investment Lifecycle
Speaker: James Chun, KPMG
Session 11B: Tax-Effective Benefit and Pension Payments
Speaker: Mark Ellem, Accurium
Session 12A: Harnessing AI in the In-house Superannuation Tax Function – Driving Efficiency, Insight and Value
Speakers: Theo Denovan, PwC, Tristan Tan, CTA, IFM Investors
Session 12B: AI in Practice for SMSFs
Speakers: Daniel Smedley, CTA, Sladen Legal, Daniel Sneider, BDO, Louis Razuki, Lituus Studio
Session 13: Cyber Security in Superannuation – Managing Emerging Threats and Protecting Member Trust
Speaker: Punnen Syriac, Deloitte