In-person Agenda
Super Intensive Day 2026
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Time
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Sessions
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9am to 9.05am
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Welcome
MC: Sean Heffron
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9:05am to 10.15am
(1h 10m) |
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
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30 min | Morning tea break
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10.45am to 11.55am
(1h 10m) |
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
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5 min | Stretch legs
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12pm to 1.05pm
(1h 5m) |
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
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1h | Lunch break
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2.05pm to 3.15pm
(1h 10m) |
Session 4 | What the … Super?!
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
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30 min | Afternoon tea break
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3.45pm to 4pm
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Heffron update
Speaker: Meg Heffron
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4pm to 5pm
(1h) |
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
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5pm
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Wrap, close & networking drinks
MC: Sean Heffron
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Virtual Agenda
Super Intensive Day 2026
| Time | Track A | Track B |
| 9am to 9.05am |
Welcome
MC: Sean Heffron
|
|
| 9:05am to 10.05am (1h) |
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
(F2F & virtual)
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| 20 min | Morning tea break | ||
| 10.25am to 11.25am (1h) |
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
(Virtual only)
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| 10 min | Mid-morning break for a leg stretch | ||
| 11.35am to 12.35pm (1h) |
Concurrent 3A | What the … Super?!
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
(F2F & virtual)
|
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
(Virtual only)
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| 30 min | Lunch break | ||
| 1.05pm to 2.05pm (1h) |
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
(F2F & virtual)
|
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
(Virtual only)
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| 15 min | Mid-afternoon break for a leg stretch | ||
| 2.20pm to 3.20pm (1h) |
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
(F2F & virtual)
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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
(Virtual only)
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| 15 min | Afternoon tea break | ||
| 3.35pm to 3.50pm |
Plenary 6 | Heffron Update
Speaker: Meg Heffron
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| 3.50pm to 4.50pm (1h) |
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
(F2F & virtual)
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| 4.50pm to 5pm |
Wrap, close & prize draw
MC: Sean Heffron
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