SMSF Association Technical Summit 2022 | SMSF Association | 27 July 2022 | RACV Royal Pines Resort Gold Coast, Ross Street, Benowa QLD 4217, Australia
Venue
RACV Royal Pines Resort Gold Coast
RACV Royal Pines Resort Gold Coast, Ross Street, Benowa QLD 4217, Australia
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| Event Date | Wed Jul 27 EDT - Thu Jul 28 EDT (over 2 years ago) |
| Location |
RACV Royal Pines Resort Gold Coast
Ross Street, Benowa QLD 4217, Australia |
| Region | APAC |
Details
Join us for Sun, Surf and CPD by attending SMSF Association Technical Summit, featuring a program comprising of:
• 3 Keynote addresses from renowned industry experts,
• 6 Deep Dive workshop sessions, and
• 8 Technical Sessions, all designed to unpack complex technical issues, from a multi-disciplinary point of view.
Topics to be explored include:
• Contribution strategies,
• The dividing line between legal, tax and personal advice,
• Planning for incapacity and estate planning, and
• The importance of engaging professions early in the strategy formulation phase.
Speakers
2022 Speakers
Bryan Ashenden
Head of Financial Literacy & Advocacy, BT Financial Group
Sarah Abood
Chief Executive Officer, FPA
Shelley Banton
Head of Education, ASF Audits
Peter Bobbin
Lawyer
Peter Burgess
Deputy CEO / Director of Policy and Education, SMSF Association
Matthew Burgess
Director, View Legal
Graeme Colley
Executive Manager, SuperConcepts
Peter Crump
Senior Consultant, BDO Adelaide
Craig Day
Head of Technical Services, Colonial First State
Julie Dolan
Partner/Head of SMSFs & Estate Planning, KPMG
Aaron Dunn
CEO, Smarter SMSF
Tracey Dunn
Associate Director, RSM
Mark Ellem
Head of Education, Accurium
Bryce Figot
Special Counsel, DBA Lawyers Pty Ltd.
Lyn Formica
Head of SMSF Technical & Education Services, Heffron Consulting
Jesse Hamilton
Chief Financial Officer, Wilson Asset Management
Scott Hay-Bartlem
Partner, Cooper Grace Ward Lawyers
Philippa Hunt
Director, Artemis Investments (NSW) Pty Ltd.
Ian Irvine
CEO, Listed Investment Companies & Trusts Association (LICAT)
Clinton Jackson
Partner, Cooper Grace Ward Lawyers
Michelle Levy
Partner, Allens
Jemma Sanderson
Director, Cooper Partners Financial Services Pty Ltd.
Tracey Scotchbrook
Policy Manager, SMSF Association
Mary Simmons
Technical Manager, SMSF Association
Shail Singh
Acting Leading Ombudsman - Investments and Advice, AFCA
Vicki Stylianou
Group Executive, Advocacy & Policy, Institute of Public Accountants (IPA)
Julie Steed
Senior Technical Services Manager, Australian Executor Trustees
Katie Timms
Director, RSM
Sponsors & Partners
2022 Sponsors
STATE HOST DESTINATION:
• Tourism & Events Queensland
GOLD SPONSOR:
• CoinSpot
SILVER SPONSORS:
• ASF Audits
• BGL Corp
• Class
• Magellan
• Perpetual
BRONZE SPONSORS:
• Thinktank
• Listed Investment Companies & Trusts Association
• Evolv Super
• Monochrome
PRODUCT SPONSOR:
• Act 2 Solutions