Sessions Subjects Speakers .pdf

AGENDA
0815 – 0845 REGISTRATION

1130 - 1230 STUART FORSYTH,
DIRECTOR, MCPHERSON SUPER CONSULTING

0845 – 0900 OFFICIAL WELCOME

ensions are an ongoing ATO compliance focus and
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were the subject of an overhaul in the federal budget.
What are the technical strategies and compliance
hurdles you need to be aware of for the road ahead?

0900 – 1000 PETER BURGESS, GENERAL
MANAGER – TECHNICAL SERVICES AND
EDUCATION, SUPERCONCEPTS
comprehensive update on the SMSF legislation and
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policy front, and what to expect in the year ahead.

An examination of recent ATO rulings, interpretative decisions
and other announcements impacting on the SMSF sector.

Budget reform update - latest developments, roadblocks,
SMSF advice integration issues and the probable
implementation agenda.

Emerging, little-known and topical SMSF technical strategies.
1000 – 1100 CRAIG DAY, EXECUTIVE MANAGER –
TECHNICAL SERVICES, COLONIAL FIRST STATE
his interactive session will explore the important
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SMSF issues that professionals are often unaware of
in relation to clients moving overseas, as well as what
happens when they return to Australia. Delegates will be
presented with a range of case studies to identify traps
and strategic solutions.

Central management and control – what is it, where is it and
how long can clients be away?

The active member test and analysis of when a
member is a contributor.

Common traps and pitfalls of bringing super back from
overseas, especially from the UK into an Australian
superannuation account.
1100 – 1130 BREAK


Saving tax by a lump sum election: not just transition to
retirement pensions? What can we do, how does it work
and what is changing? What are the real issues with this taxeffective strategy? Do you need a PBR?

Exempt current pension income: it appears there will be
change, so will the politicians cap the balance or cap the
exemption? We explore the consequences of the options and
strategies that may assist your clients.

Transition to retirement pensions: still a viable strategy? What
is retirement and why might it matter more?
1230 - 1330 LUNCH
1330 - 1430 DANIEL BUTLER, DIRECTOR,
DBA LAWYERS
imited recourse borrowing arrangements (LRBAs)
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have a new set of terms and conditions, and this
session is designed to bring you up to speed, including:

Feedback on the ATO’s safe harbours in PCG 2016/5 and the
clarifications that have since been issued.

How to benchmark and document LRBAs for units in unlisted
trusts, as well as private company shares (outside the safe
harbour flags).

What to really look out for when reviewing related party LRBAs,
and the issues banks and ATO auditors typically uncover.

What LRBA strategies should you be pursuing, in view of recent
super reform measures?

1430 – 1530 CLINTON JACKSON,
PARTNER, COOPER GRACE WARD LAWYERS
Estate Planning: Beyond the basics: effective estate
planning in the age of digital documentation

What are the new and growing areas of litigation with SMSFs
and estate planning?

Where does your liability lie? How to avoid both common and
emerging documentation pitfalls.

Addressing the myths: commonly recommended documents
and strategies that aren't always watertight.
1530 - 1600 AFTERNOON TEA
1600 – 1700 KELLIE GRANT, DIRECTOR (A/G), SELFMANAGED SUPER FUNDS TRUSTEES PORTFOLIO,
SUPERANNUATION, AUSTRALIAN TAXATION
OFFICE (MELBOURNE SESSION)
KASEY MACFARLANE, ASSISTANT
COMMISSIONER, AUSTRALIAN TAXATION OFFICE
(SYDNEY & BRISBANE SESSIONS)
Exclusive insights into what the regulator is targeting
and planning for the SMSF sector immediately and in the
long term, plus a live Q&A.

The ATO’s SMSF compliance agenda for 2016-17 and beyond,
including problem areas and emerging areas of focus.

Gain insight into the progression of new and upcoming rulings
and resources.

The ATO answers your questions live!