- Sydney | 22 May
- Melbourne | 27 May
- Brisbane | 29 May
- Online | 3 June
Why attend SMSF Professionals Day?
SMSF Professionals Day is renowned for its insightful sessions and networking opportunities. Attendees can expect to gain valuable insights into the latest trends, regulations, and best practices shaping the SMSF landscape.
Why attend SMSF Professionals Day?
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.
Be informed
This one-day event will cover the latest trends, regulations and strategies around SMSFs, as well as provide practical advice.
Achieve success
Attendees will leave feeling empowered to offer their clients the best advice and solutions in order to achieve their financial goals.
Stay updated
Be updated on the latest strategies implemented by SMSFs, providing critical knowledge they can use.
Be informed
This one-day event will cover the latest trends, regulations and strategies around SMSFs, as well as provide practical advice.
Achieve success
Attendees will leave feeling empowered to offer their clients the best advice and solutions in order to achieve their financial goals.
Stay updated
Be updated on the latest strategies implemented by SMSFs, providing critical knowledge they can use.
Pricing
Do you have multiple staff wanting to attend SMSF Professionals Day 2025?
Click here to enquire about group rates.
Pricing
Early bird now available!
Do you have multiple staff wanting to attend SMSF Professionals Day 2025?
Click here to enquire about group rates.
In person
Melbourne, Sydney & Brisbane
-
in person event
-
live Q&A
-
live polling
-
refreshments & meals
Online
Live online & on demand
-
live online event
-
live Q&A
-
live polling
-
virtual exhibition & prize draw
In person
Melbourne, Sydney & Brisbane
-
in person event
-
live Q&A
-
live polling
-
refreshments & meals
Online
Live online & on demand
-
live online event
-
live Q&A
-
live polling
-
virtual exhibition & prize draw
Choose your location
We invite you to join us in person at SMSF Professionals Day 2025. Click the register button below for the location that suits you.
Alternatively, you can also join us at our online event.
Choose your location
We invite you to join us in person at SMSF Professionals Day 2025. Click the register button below for the location that suits you.
Alternatively, you can also join us at our online event.
QUEENSLAND
BRISBANE
Thursday 29 May 2025
Pullman Brisbane King George Square
Corner Ann and Roma St, Brisbane City QLD 4000
8.45am - 4.30pm local time
Unable to attend live? Register for our online event.
Tuesday 3 June 2025 10.00am – 5.00pm AEDT
Unable to attend live? Register for our online event.
Tuesday 3 June 2025 10.00am – 5.00pm AEDT
What you get from this day
Live Q&A time
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.
6.5 CPD hours
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.
Networking opportunities
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.
Agenda
Earn up to 6.5 CPD hours with this event*
*Accreditation is pending final approval and subject to participants meeting requirements.
| Time | Session name |
|---|---|
| 8.15am - 9.00am | Registration open and networking breakfast |
| 9.00am - 9.10am |
Welcome and outline of the day Darin Tyson-Chan, selfmanagedsuper |
| 9.10am - 10.20am |
Changes affecting SMSFs and super strategies: Bringing you up to speed Mark Ellem, Accurium We start the day bringing you up to date with recent changes that apply to SMSFs and how they may affect strategies for the current 2024-25 and subsequent 2025-26 financial years. Mark will also consider what superannuation policy changes may be on the horizon after the outcome of the Federal Election and any superannuation policy announcements. He will also share his top 5 super strategies for 2025. Make sure you don’t miss the first session to set you up for the rest of our day. |
| 10.20am - 10.50am | Morning tea and networking |
| 10.50am - 12.10pm |
How to maximise superannuation contributions Jason Hurst, Accurium Let’s face it, getting money into super is all about tax, with the trade off for the rules being a low-income tax environment. So, it’s important to understand the rules for getting money into superannuation and the strategies to maximise the amount a person can contribute. Jason will start with a quick re-cap of the contribution acceptance rules and how they interact with the contribution caps, along with a consideration of the implications of the ATO’s revision of their contribution ruling. He will then consider the top contribution strategies for members of an SMSF. |
| 12.10pm - 1.00pm | Lunch break and networking |
| 1.00pm - 2.00pm |
Strategies to build retirement wealth Lee-Ann Hayes, TaxBanter Whilst the focus at a super day is generally on superannuation funds and SMSFs, there are also strategies outside of the superannuation space that can be used to increase retirement capital, Accurium and TaxBanter’s Head of Tax Education, Lee-Ann Hayes will look at the concessions outside of super that can be used as part of strategies to build wealth, whether inside or outside of super. |
| 2.00pm - 3.10pm |
Making the most of retirement savings Melanie Dunn, Accurium A key retirement objective is to have enough retirement savings to provide a comfortable retirement, but what are the options for using retirement savings, and how can the use of savings be maximised by a client? Melanie will start with a review and a reminder of the rules for accessing super as illegally accessing super can lead to significant adverse penalties. She will then explore a range of strategies available for your clients to access and draw down on super in a tax effective way which maximises their retirement outcomes, including transfer balance cap considerations, retirement product options, and treatment of capital gains and losses. This will provide an important reminder of why both accountants and financial advisers need to be across the concept of “exempt current pension income”. |
| 3.10pm - 3.30pm | Afternoon tea and networking |
| 3.30pm - 4.30pm |
Live Q&A Mark Ellem, Jason Hurst, Lee-Ann Hayes and Melanie Dunn For our last session of the day, it’s over to you. What are you burning questions you would like to ask? Don’t be shy, there will be the option to submit your question via the SLIDO app anonymously or be front and centre and ask your question in person. Question can be submitted during the day via SLIDO or ask in the session. With such an esteem panel of specialists don’t miss the opportunity to get you questions answered. |
| 4.30pm - 4.35pm |
Wrap up for the day Darin Tyson-Chan, selfmanagedsuper |
Bonus session: An ethics recorded training session will be added on you online training account. That adds an extra 1 hour of CPD, available exclusively through your training portal at the commencement of the online event. Whether you’re joining us in person or online, you will get access to this bonus content at no extra cost.
Ethics under pressure: Grey zones in SMSF advice
Presented by Conrad Gilbert
This topic explores the ethical challenges encountered by accountants and financial advisers, highlighting the contrast between the prescriptive nature of Codes of Ethics and the descriptive reality of behavioural ethics. A detailed examination of a complaint lodged with the Australian Financial Complaints Authority (AFCA) involving Self-Managed Superannuation Funds (SMSFs) and Limited Recourse Borrowing Arrangements (LRBAs) demonstrates how commercial pressures and client demands can lead to unethical behaviour, even when advisers have good intentions. The topic also examines the situational factors that can compromise ethical decision-making, including issue intensity, environmental norms, blind spots, bounded ethicality, and ethical fading.
Meet our speakers
Meet our speakers
Hear from past attendees
‘The SMSF Professionals Day is always my favourite event in the year.’
‘Really enjoyed the day and the content was fantastic. So glad I came.”’
‘The day went really well. All of the presenters were very knowledgeable and the
support staff were extremely helpful.’
‘It was a very good event. Sponsors were relevant and topics were covered in a good
length to keep us interested.’
Sponsored by
