SMSF Association National Conference 2020

Join Heffron on the Gold Coast for the most anticipated SMSF conference in Australia.


The SMSF Association National Conference 2020 will highlight the latest in complex strategies, business practice, advice and most importantly legislation and regulation through an extensive technical program. 
Gold Coast Convention & Exhibition Centre
19–21 February 2020

Our team is busy gearing up for the SMSF Conference. We would love to speak to you if you are attending and would welcome you to visit us at stand 15 where you can:

  • sign up for your free tech paper about the contribution landscape in 2020, 
  • demo Heffron's just launched investment strategy tool and sign up for 3 months for free,
  • take the Heffron IQ quiz for the chance to win annual tech subscriptions,
  • learn about Heffron's new Super Companion, a comprehensive SMSF wiki for accountants and advisers
  • and much more ...

Take the Heffron IQ quiz

Are you an SMSF expert?

Visit our booth to participate in the toughest SMSF quiz of the year. Answer as many questions correctly as fast as you can and win fantastic prizes.

Our expert speakers

Don't miss your opportunity to hear from the best in the business as they tackle complex strategies, updates on legislation and regulation, best business practice and more.


Meg Heffron

Managing Director

Plenary

Thursday, 20th February, 9:00am – 10:00am

Topic 

'The contribution strategy landscape in 2020'  

About Meg

Meg is one of the few actuaries to work in all areas of SMSF practice, having worked exclusively in SMSFs since 1998. Meg is passionate about using her technical SMSF knowledge to provide practical solutions for accountants and advisers, supporting them to grow their businesses by helping them deliver tangible results for their clients.

Meg was a founding member of the Actuaries Institute Self-Managed Superannuation committee and is a regular speaker at professional development events for accountants, lawyers and financial planners.



Lyn Formica

Head of SMSF Technical & Education Services 

Workshop

Friday, 21st February, 9:40am – 11:55am

Topic 

'Dealing with Death – better the devil you know'    

About Lyn

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




Leigh Mansell

Director SMSF Technical & Education Services

Workshop

Wednesday, 19th February, 2:05pm – 4:45pm

Thursday, 20th February, 10:45am – 12:55pm 

Topic 

'Dealing with Death – better the devil you know'    

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 Leigh a unique ability to not only advise on the technical issues faced by SMSF practitioners but also give practical solutions she has developed and implemented over this time.


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. We are proud to announce that we have been chosen as one of their accredited educators.

SMSF Association Accredited Educator