SMSF Professionals Day is renowned for its insightful sessions, interactive workshops, and networking opportunities. Attendees can expect to gain valuable insights into the latest trends, regulations, and best practices shaping the SMSF landscape.
This one-day event will cover the latest trends, regulations and strategies around SMSFs, as well as provide practical advice.
Attendees will leave feeling empowered to offer their clients the best advice and solutions in order to achieve their financial goals.
Be updated on the latest strategies implemented by SMSFs, providing critical knowledge they can use when auditing funds.
Melbourne, Sydney & Brisbane
Live online & on demand
We invite you to join us in person at SMSF Professionals Day 2024. Click the register button below for the location that suits you.
Alternatively you can also join us at our online event.
Thursday 30 May 2024 10.00am – 5.00pm AEDT
Ask our expert presenters questions throughout the day to solidify your understanding and explore practical case studies to bring a real-life perspective to key compliance issues.
By attending SMSF Professionals Day you will receive up to 5 CPD accredited hours, assisting you to stay on top of your professional development requirements.
Throughout the day you will get the chance to speak to like-minded professionals, providing you with the opportunity to engage with the presenter and other attendees.
Earn up to 5 CPD hours with this event*
*Accreditation is pending final approval and subject to participants meeting requirements.
Agenda
9.30am: Virtual exhibition and booths open
9.50am: Welcome and outline of the day
Darin Tyson-Chan
10.00am - 11.00am: Changes affecting SMSFs: time to take stock
Mark Ellem and Matthew Richardson
11.00am - 11.15am: Empowering SMSFs: Exclusive Investments with Hostplus SMI
11.15am - 12.15pm: The $3 million question: If not inside super then where?
Lee-Ann Hayes
12.15pm - 12.30pm: Investing in real estate private credit: Resetting asset allocations in a post-COVID world
12.30pm - 1.00pm: Lunch break
1.00pm - 2.10pm: Death and taxes: strategies for reducing death benefits tax
Anthony Cullen
2.10pm - 3.15pm: Retirement investment strategies: it’s not just about accumulation
Melanie Dunn
3.15pm - 3.30pm: Break
3.30pm - 4.30pm: A view from the trenches: the top questions asked
Mark Ellem, Anthony Cullen & Matthew Richardson
4.30pm: Wrap up and close
Darin Tyson-Chan
As an SMSF Association Accredited Educator we provide you with SMSF Association CPD hours. SMSF Professionals Day may also qualify for CPD for members of other professional bodies such as:
Please check your relevant association for CPD/CPE requirements.
SMSF Professionals Day will have legislated CPD accredited by the FAAA*
*FASEA formally ceased on 31 December 2021. Under FASEA, the legislated CPD knowledge areas were referred to as 'FASEA CPD' or 'FASEA knowledge areas'. This is now known as 'Legislated CPD'.
‘The content of the event was great – relevant and relatable topics.’
‘The content was well selected and well presented.’
‘Well done. Great program with excellent speakers.’
‘Great content, good presenters. Great work and thank you!’