First Annual Melbourne SMSF Conference
Date
04-04-2019About the eBook
Our annual SMSF conference (held at the Gold Coast in September every year) draws SMSF advisers from across the country. It is one of our most popular conferences and that is why we are repeating this event in Melbourne in April 2019 for all those who couldn’t get to the Gold Coast. This year’s SMSF conference explores some of the major issues troubling advisers, from the new TBAR reporting requirements, the total super balance, as well as contribution and death benefit strategies post reforms. It also examines key estate planning and succession issues, including multigenerational planning for SMSFs. Getting the Most Into Super and Getting It Out Effectively
Estate and Succession Planning
SMSF Challenges
|
The Faculty
Heather Gray, Partner, Hall Wilcox, Melbourne
David Busoli, Principal, SMSF Alliance, Brisbane
Shaun La Motte, Director, Pitcher Partners, Melbourne
Melanie Dunn, SMSF Technical Services Manager, Accurium, Hobart
Graeme Colley, Executive Manager, SMSF Technical Private Wealth, SuperConcepts, Sydney
Phil Broderick, Principal, Sladen Legal, Melbourne
Andrea Carrick, Director – SMSF Specialist Advisor, AG Tax Lawyers, Melbourne
Peter Crump, Executive Director, Private Client Advisor, AMP Advice, Adelaide
Scott Hay-Bartlem, Partner, Cooper Grace Ward Lawyers, Brisbane
Kylie Wilson, Partner, Holding Redlich, Brisbane
Michelle Griffiths, Partner, TAG Financial Services, Melbourne
Stephen Bourke, Director, SuperSplitting, Canberra
Kieran Hoare, Director, Merthyr Law, Brisbane
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Officer, Natasha De Paola on (03) 8601 7721 or email: [email protected]