On-demand Conference Superannuation

National Superannuation Conference

12 CPD hours | On-demand now available!

 

 

super

Missed the event? 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 - All the latest content at your fingertips 

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.

Available for a strictly limited period

Event Details

On-demand registration

$ 1,500 (member)

$ 1,500 (new member)

$ 1,700 (non-member)

  • When10-November-2023 - 30-June-2024
  • FormatOn-demand
  • CPD Hours12

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!

Venue and destination

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. 

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.

On-demand program

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



     

 

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