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12 CPD hours | On-demand now available!
We understand it's a busy time for tax professionals and there are simply not enough hours in the day. Rest assured, we've made it easy for you to still gain access to the latest knowledge in tax.
On-demand gives you virtual access to session recordings, technical papers and presentations from the most recent event. Download the brochure to view the full program.
On-demand gives you flexibility to digest the content in your own time with access for 6 months from date of purchase.
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!
This year the National Superannuation Conference will be held in Melbourne at Crown Melbourne. It’s a great opportunity to return to in person events and reconnect with colleagues and peers from across the profession.
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.
Made up of plenary sessions and 2 technical streams - Large Fund & SMSF
Welcome and opening address
Speaker: Brad Ivens, ATI, Conference Organising Committee Chair
Session 1: Benchmarking the Australian super system and revisiting our super tax concessions
Speaker: Dr David Knox AM, Mercer
Session 2A: Trending now – Emerging issues for Large Funds
Speaker: Peter Oliver, CTA, KPMG, Abbey Pearce, Cbus Super
Session 2B: The $3M cap
Speaker: Craig Day, Colonial First State
Session 3A: Practical insights into the ATO’s Justified Trust assurance review program – Perspectives from the industry, advisers and the ATO
Speakers: Nadia Alfonsi, Australian Taxation Office, Ian Roberts, ART, Meghan Speers, Deloitte
Facilitator: Ernest Lui, Australian Taxation Office
Session 3B: A conversation with the ATO
Speakers: Paul Delahunty, Australian Taxation Office, Shirley Schaefer, BDO
Lunch and Tax Policy & Advocacy Panel - What's in our sights?
Speakers: Kym Bailey, CTA, JBWere, Jemma Sanderson, CTA, Cooper Partners
Facilitator: Robyn Jacobson, CTA, The Tax Institute
Session 4A: Current issues for domestic property investing
Speaker: Hasting Lai, EY, Doug Lam, Cbus Super
Session 4B: Issues with international investments for SMSFs
Speaker: Jemma Sanderson, CTA, Cooper Partners
Session 5A: Part IVA Panel
Speakers: Stephen Chen, CTA, MinterEllison, Eugene Wheelahan KC, FTI, Victorian Bar
Session 5B: BDBNs, SMSF succession planning, testamentary trusts and more…
Speaker: Daniel Butler, CTA, DBA Lawyers
Session 6: Looking into the future – Where things are heading?
Speaker: Simon Kuestenmacher, The Demographics Group
Session 7: VIC Keynote address
Speaker: The Hon Stephen Jones MP, Assistant Commissioner
Facilitator: Scott Treatt, CTA, The Tax Institute
Session 8: Court room drama – Recent decisions of importance for the superannuation industry
Speaker: Suzanne Mackenzie, CTA, Bar Chambers
Session 9A: International Investment
Speakers: Francisco da Cunha, Deloitte, Luxembourg, Yves Knel, Deloitte, Luxembourg, Daryn Loo, Cbus Super
Session 9B: Super guarantee – Same, same but different
Speaker: Phil Broderick, CTA, Sladen Legal
Session 10A: Indirect Tax
Speakers: Anthea Antonopoulos, PwC, Matthew Strauch, CTA, PwC
Session 10B: NALI and NALE
Speaker: Simon Tisher, CTA, Victorian Bar
Session 11A: Tax accruals in unit pricing – Strategies for success in challenging environments
Speakers: David Millar, EY, David Qu, ART
Session 11B: Related party dealings and SMSFs
Speakers: Liz Westover, FTI, Deloitte
Session 12: Closing panel session
Speakers: Kym Bailey, JBWere, Dr Jessica Hall, AustralianSuper, Lynn Kelly, Commonwealth Treasury, Scott Treatt, CTA, The Tax Institute