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12 CPD hours | Super early bird now available
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.
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.
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!
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)
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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