Conference

National Superannuation Conference

12 CPD hours | Super early bird now available

 

 

super

Super early bird now open - program out now!

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 address 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

$ 1,595 (member)

$ 1,595 (new member*)

$ 1,895 (non-member)

  • When30-October-2025 - 31-October-2025
  • FormatFace-to-face
  • CPD Hours12

2025 Program

Welcome and President’s address

Speakers: Jemma Sanderson, CTA, Conference Organising Committee Chair, Tim Sandow, CTA, President, The Tax Institute


Session 1: Economic update
Speaker: Besa Deda, William Buck


Session 2A: Emerging issues for large funds
Speakers: David De Aquino, Aware Super, Paul McLean, CTA, EY


Session 2B: Workshop – Div 296
Speakers:
Craig Day, Colonial First State, Jemma Sanderson, CTA, Cooper Partners Financial Services


Session 3A: The evolution of Tax Governance

Speakers: Vivienne Collins, Northern Trust, Bevan Grace, KPMG, Peter Zorbas, CTA, CSC, Julie Cutbush, Rest


Session 4A: Tax law changes for state tax matters
Speakers: Steve Paterson, Deloitte


Session 4B: SMSFs – An array of practical tax issues
Speaker: Bryce Figot, CTA, DBA Lawyers


Session 5A: Member related tax matters impacting large funds
Speakers: Sharyn Frawley, PwC


Session 5B: SMSFs and ATO compliance activity – What’s on the radar
Speakers: Kellie Grant, Australian Taxation Office, Shirley Schaefer, BDO


Session 6: Cases update
Speakers: Holly Marchant, Ashurst, Jessica Walton, Ashurst

Session 7: Keynote address 
Speaker: Hon Dr Daniel Mulino MP, Assistant Treasurer and Minister for Financial Services
Facilitator: Julie Abdalla, FTI, The Tax Institute


Session 8: Super ready and resilience in the face of disability

Speaker: Peter Bobbin, CTA, Coleman Greig Lawyers


Session 9A: US tax considerations for public and private markets investments in the US
Speakers:
Michael Doolan, EY, Vanessa Kasbekar, KPMG


Session 9B: Tax issues for SMSFs holding real estate
Speaker: Matthew McKee, FTI, Brown Wright Stein Lawyers


Session 10A: Private and Public CbC reporting and other transfer pricing matters
Speakers: Kristin Phang, Deloitte, Priscilla Ratilal, Deloitte


Session 10B: Managing NALI/E and related party risks in an SMSF
Speaker: Daniel Butler, CTA, DBA Lawyers


Session 11A: ATO update
Speakers: Andrew Grace, Australian Taxation Office, David Lessells, Australian Taxation Office


Session 11B: Tax effective death benefit planning
Speaker: Phil Broderick, CTA, Sladen Legal


Session 12: The Future of AI in Superannuation
Speaker: David Alonso, Deloitte



 

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