Super Intensive Day 2026 Agenda | Heffron

Super Intensive Day 2026: In-person Agenda

Time	Sessions
9am to 9.05am	Welcome MC: Sean Heffron
9:05am to 10.15am	Session 1 \| Strategy update We’ll start the day with the session we all look forward to each year – Meg’s super strategy update. The proposed changes to trusts, capital gains tax and property investments might shift the balance between super and other investment structures. She’ll share some of her modelling on what this means for clients. Does it favour putting particular types of investments in super vs outside super? Are the issues different for people impacted by Division 296 vs those who are not? Speaker: Meg Heffron
	30 min \| Morning tea break
10.45am to 11.55am	Session 2 \| Contributions – now & next Shifting tax settings are reshaping the way contribution strategies work. This session explores how changes to the taxation of capital gains and discretionary trusts could disrupt common approaches, and what that means for planning in 2026/27 and beyond. Speaker: Lyn Formica
	5 min \| Stretch legs
12pm to 1.05pm	Session 3 \| Death & super – what you might be missing You’ve heard it before, but are you sure you’re getting it right? Death and super remains one of the most misunderstood areas, where small oversights can undo even the best-laid plans. This session revisits key strategies and compliance requirements with a fresh lens, highlighting where things commonly go wrong and what you can do differently. Speaker: Annie Dawson
	1h \| Lunch break
2.05pm to 3.15pm	Session 4 \| Can I really do that? We often see things that stop us in our tracks and make us think … what? How would that work? Does that comply with the super law? Can that actually be implemented? What do we do? Speaker: Leigh Mansell
	30 min \| Afternoon tea break
3.45pm to 4pm	Heffron update Speaker: Meg Heffron
4pm to 5pm	Session 5 \| In the Trenches Finally, our favourite session of the day where our experts workshop real scenarios they’ve dealt with over the last 12 months and explain how their approach to the problem got a great outcome for the client. Speakers: Lyn Formica & Annie Dawson
5pm	Wrap, close & networking drinks MC: Sean Heffron

Super Intensive Day 2026: Virtual Agenda

Time	Track A	Track B
9am to 9.05am	Welcome MC: Sean Heffron
9:05am to 10.05am	Plenary 1 \| Strategy update We’ll start the day with the session we all look forward to each year – Meg’s super strategy update. The proposed changes to trusts, capital gains tax and property investments might shift the balance between super and other investment structures. She’ll share some of her modelling on what this means for clients. Does it favour putting particular types of investments in super vs outside super? Are the issues different for people impacted by Division 296 vs those who are not? Speaker: Meg Heffron
	20 min \| Morning tea break
10.25am to 11.25am	Plenary 2 \| Super News Stay ahead of the curve with a timely update on the latest developments impacting the super and SMSF landscape. This session will unpack the most relevant and emerging changes and risk areas including the fallout from payday super and the ATO’s latest position on pension failures & the one-twelfth rule. Speaker: Lyn Formica
	10 min \| Mid-morning break for a leg stretch
11.35am to 12.35pm	Concurrent 3A \| Can I really do that? We often see things that stop us in our tracks and make us think … what? How would that work? Does that comply with the super law? Can that actually be implemented? What do we do? Speaker: Leigh Mansell	Concurrent 3B \| SMSFs & private companies Investing in private companies through an SMSF can be powerful but the rules can be anything but simple. This session breaks down the key super and tax considerations into a clear, step-by-step framework, helping you navigate compliance risks and structuring decisions with confidence. Speaker: Annie Dawson
	30 min \| Lunch break
1.05pm to 2.05pm	Concurrent 4A \| Contributions - now & next Shifting tax settings are reshaping the way contribution strategies work. This session explores how changes to the taxation of capital gains and discretionary trusts could disrupt common approaches, and what that means for planning in 2026/27 and beyond. Speaker: Lyn Formica	Concurrent 4B \| Divorce & SMSFs When SMSFs are involved in a relationship breakdown, the details matter. This session highlights the critical role accountants and advisers play alongside family lawyers, unpacking common issues we see in court orders and super agreements and how they could be prevented. We’ll also cover the documentation that’s often overlooked. Speaker: Leigh Mansell
	15 min \| Mid-afternoon break for a leg stretch
2.20pm to 3.20pm	Concurrent 5A \| Death & super - what you might be missing You’ve heard it before, but are you sure you’re getting it right? Death and super remains one of the most misunderstood areas, where small oversights can undo even the best-laid plans. This session revisits key strategies and compliance requirements with a fresh lens, highlighting where things commonly go wrong and what you can do differently. Speaker: Annie Dawson	Concurrent 5B \| Div 296 tax - reality bites, now what? As we get to grips with the reality of Division 296 tax, what are the issues we might have overlooked? Adjusting to this tax isn’t just about withdrawing money from super (or not). It’s also a time to review estate planning arrangements and understand some of the new dynamics at play when it comes to paying death benefits, realising capital gains and losses and winding up SMSFs. Speaker: Meg Heffron
	15 min \| Afternoon tea break
3.35pm to 3.50pm	Plenary 6 \| Heffron Update Speaker: Meg Heffron
3.50pm to 4.50pm	Plenary 7 \| In the Trenches Finally, our favourite session of the day where our experts workshop real scenarios they’ve dealt with over the last 12 months and explain how their approach to the problem got a great outcome for the client. Speakers: Lyn Formica & Annie Dawson
4.50pm to 5pm	Wrap, close & prize draw MC: Sean Heffron