Heffron Masterclasses 2020

Join our half day workshops and focus on practical SMSF solutions you can use immediately in your practice.


Heffron's SMSF Masterclasses are a CPD accredited half day workshop with a small group of SMSF practitioners delving into the details of a particular SMSF topic or strategy.

Spend half a day with us and a small group of fellow SMSF practitioners (numbers are strictly limited to 30 participants) working through case studies that capture some of the issues we have discovered in our work supporting accountants, financial advisers and trustees.      

As a small business of busy practitioners, we understand the importance of value for money in SMSF training. Our sessions are always designed to maximise the value of your time out of the office – we receive consistent feedback that the material is well researched and presented by experts in SMSFs.

Our Masterclasses are not exclusively for experts but we do assume participants have a solid level of SMSF knowledge to build on. 


Super Strategies Masterclass

9am - 12.30pm

Retirement planning today is not what it used to be. Stable investment returns are harder to come by, as a society we are living longer and there are a myriad of superannuation & tax rules for individuals and their advisers to get their head around.

In our Masterclass “Super Strategies” we’ll take away some of the complexity for practitioners by working through key superannuation strategies to maximise the opportunities for contributions to super as well as the benefits of the withdrawal stage.

We’ll use real life client scenarios to explore strategies which “expand on the vanilla” and help you:

  • build your skills in this key area,
  • identify strategic opportunities in your client base, and
  • plan for future changes such as the indexation of contribution and pension caps.

  Price: $ 350 + GST  

Dates and Locations

Both Masterclasses will run on the same day at each location.


Brisbane

Monday, 23 March

Christie Conference Centre

320 Adelaide St, Brisbane

Melbourne

Tuesday, 24 March

Karstens

123 Queen St, Melbourne

Adelaide

Thursday, 26 March

Adelaide Convention Centre

Riverbank Room 1  



Sydney

Tuesday, 31 March

Rydges Sydney Central

28 Albion Street (near Central Station)

Toowoomba

Tuesday, 31 March

City Golf Club

254 South Street, Toowoomba

Newcastle

Tuesday, 7 April

Rydges Newcastle

Cnr Wharf Road & Merewether St, Newcastle


Our expert speakers

You will have the opportunity to hear from the best in the business as they take a deep dive into complex strategies, updates on legislation and regulation, best business practice and more. Don't miss it!


Lyn Formica

Head of SMSF Technical & Education Services 


About Lyn

Lyn specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. She regularly prepares papers and presentations for the many accounting firms and professional bodies around Australia.

With over 25 years’ experience in superannuation and the administration of self managed funds, Lyn is also an accredited SMSF Specialist Advisor of the SMSF Association.



Leigh Mansell

Director SMSF Technical & Education Services


About Leigh

Leigh is intimately involved in developing the firm’s range of products and services for clients (including technical and educational materials) and the provision of technical support to SMSF practitioners and their clients.

She is a Chartered Accountant with over 25 years of superannuation experience and has specialised in SMSF technical support, advice and administration for almost 20 years. This gives her a unique ability to advise not only on the technical issues faced by SMSF practitioners but also the practical solutions she has developed and implemented.





Alex Denham

Senior SMSF Specialist 


About Alex

Alex has 30 years experience in the financial services industry, most recently as a licenced financial adviser where she specialised in providing direct and comprehensive advice to SMSF trustees and members on all matters SMSF related from investments to strategy to compliance.

Prior to that, Alex spent over 20 years providing technical support to advisers and accountants on a wide range of advice matters including superannuation, SMSFs, retirement incomes, Centrelink and Aged Care. 

She is an experienced presenter of technical material and has a strong passion for delivering material that is practical in a way that is understandable.

Accredited CPD Education

The SMSF Association is dedicated to lifting the standards of professional SMSF advice and services through quality SMSF education and has developed a CPD accredited training program to validate SMSF education for practitioners within the sector.

Heffron's activities have been assessed against the Association’s professional training standards that set the benchmark in the SMSF sector.

SMSF Association Accredited Educator

Testimonials

Heffron training is always first quality and relevant.

- Linda Cole

Leigh has a great knowledge and approach and gets through the program well and keeps us involved. The examples are good and you can tell there has been work put into the presentation. Really good. All the slides worked and the IT - that's unusual at many presentations I run or attend!

- James Garnsey

Lyn presented in a way that was easy to understand and really engaged the audience.

- Bec Peterson