Conference

National Superannuation Conference

31 October-1 November 2024 | Crown Sydney

 

 

super

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

Early bird registration

$ 1,800 (member)

$ 1,800 (new member)

$ 2,100 (non-member)

  • When31-October-2024 - 01-November-2024
  • FormatFace-to-Face
  • CPD Hours12

2024 Program

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

 



 

Interested in raising your company's profile?

Contact our partnerships team to find out more about becoming a sponsor.