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31 October-1 November 2024 | Crown Sydney
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
Early bird registration
$ 1,800 (member)
$ 1,800 (new member)
$ 2,100 (non-member)
Welcome and Opening address
Speaker: Brad Ivens, ATI, EY and Conference Organising Committee Chair
Session 1: Economic update
Speaker: Jo Masters, Barrenjoey
Session 2A: Emerging Issues for Large Funds
Speaker: Jamie Barnes, PwC, Marco Feltrin, PwC
Session 2B: Div 296 tax – the new supe
Speaker: Liz Westover, FTI, Deloitte
Session 3A: ATO update
Speakers: Andrew Grace, Australian Taxation Office, David Kasmarik, Australian Taxation Office
Session 3B: Super contributions recap and refresh
Speaker: Craig Day, Colonial State
Session 4A: Domestic Investment
Speakers: Darius Lalkaka, CTA, HESTA, Neil Lamb, ATI, KPMG
Session 4B: SMSF internal disputes and how to resolve and avoid them
Speaker: Phil Broderick, CTA, Sladen Legal
Session 5A: Tax Governance
Speakers: Kara Singleton, Deloitte, David Kasmarik, Australian Taxation Office, Aaron Bennett, Australian Taxation Office
Session 5B: Pension issues – the constants among the changes
Speaker: Peter Crump, BDO
Session 6: Case updates
Speaker: Shayne Carter, CTA, Nuwara
Session 7: Tax Policy & Advocacy update
Speaker: Julie Abdalla, CTA, The Tax Institute
Session 8: Meeting the retirement challenge
Speaker: Dr Geoff Warren, The Conexus Institute
Session 9A: International investments – United States update
Speakers: Daniel Fletcher, Ernst & Young LLP, Aparna T Koneru, Ernst & Young LLP, Daniel Mobrici, AustralianSuper, Landon McGrew, Ernst & Young LLP
Session 9B: Superannuation member balance strategies on death
Speaker: Jemma Sanderson, CTA, Cooper Partners Financial Services
Session 10A: Financial Advice
Speakers: Bernard Finnegan, CTA, KPMG, Victoria Yessayan, CTA, KPMG
Session 10B: Navigating the Complexities of Property Investments in SMSFs
Speaker: Shelley Banton, ASF Audits
Session 11A: Superannuation funds as Significant Global Entities
Speakers: Kim Christy, CTA, EY, Tara Brennan, EY
Session 11B: ATO update
Speaker: Paul Delahunty, Australian Taxation Office
Session 12A: Members’ best financial interests
Speakers: Philip Marquet, MinterEllison, Ruth Stringer, MinterEllison
Session 12B: ATO Audits – Practical tips and traps
Speakers: Bryce Figot, DBA Lawyers, Shirley Schaefer, BDO
Session 13: The potential role of AI in the further growth of the Superannuation sector
Speakers: Nidal Danoun, CTA, Prosperity Financial Services, James Mabbott, KPMG
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