9am to 9.05am

Welcome

9:05am to 10.15am
(1hr 10mins)

Session 1: Strategy update including Div 296 tax

We’ll start the day with the session we all look forward to each year – Meg’s super strategies. She’ll share her latest thoughts and modelling on Div 296 tax, contributions, pensions and much more.

Speaker – Meg Heffron

30 min – Morning tea break

10.45am to 11.55am
(1hr 10mins)

Session 2: Unpacking the pension puzzle in 2025

We’ve all been in the unfortunate position where a client has under or overpaid a pension. With the ATO’s revised rules in force for 2024/25 year ends, it’s an opportune time to make sure we are ticking all the boxes to make the best of a bad situation. We’ll also explore common pension strategies and how to make sure they’ll withstand ATO scrutiny.

Speaker – Lyn Formica

1hr – Lunch break

12.55pm to 2.05pm
(1hr 10mins)

Session 3: Latest issues when SMSFs invest in property

We’ll share our tips and tricks when it comes to SMSFs investing in property. We’ll explore the latest ATO guidance when transferring property in specie, the future of LRBAs, and more.

Speaker – Annie Dawson

2.05pm to 3.15pm
(1hr 10mins)

Session 4: SMSF trustee rules

What are these, really? How do the rules for single member funds differ to those for multi member funds? What happens if someone is acting for a member via an EPOA? What happens when a member dies? We’ll sort out some of the confusing issues.

Speaker – Leigh Mansell

30 min – Afternoon tea break

3.45pm to 4pm

Heffron update

Speaker – Meg Heffron

4pm to 5pm
(1hr)

Session 5: In the Trenches

Finally, our favourite session, In the Trenches. This is 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 – Annie Dawson and Lyn Formica

5pm

Wrap, close & networking drinks

9am to 9.05am

Welcome

9:05am to 10.05am
(1hr)

Plenary 1: Strategy update including Div 296 tax

We’ll start the day with the session we all look forward to each year – Meg’s super strategies. She’ll share her latest thoughts and modelling on Div 296 tax, contributions, pensions and much more.

Speaker – Meg Heffron

20 min – Morning tea break

10.25am to 11.25am
(1hr)

Plenary 2: Unpacking the pension puzzle in 2025

We’ve all been in the unfortunate position where a client has under or overpaid a pension. With the ATO’s revised rules in force for 2024/25 year ends, it’s an opportune time to make sure we are ticking all the boxes to make the best of a bad situation. We’ll also explore common pension strategies and how to make sure they’ll withstand ATO scrutiny.

Speaker – Lyn Formica

10 min – Break (Leg Stretch)

11.35am to 12.35pm
(1hr)

Concurrent 3A: Latest issues when SMSFs invest in property

We’ll share our tips and tricks when it comes to SMSFs investing in property. We’ll explore the latest ATO guidance when transferring property in specie, the future of LRBAs, and more.

Speaker – Annie Dawson

Concurrent 3B: Where do I start?

It’s often difficult to know where to start when clients are faced with something momentous like death, divorce or other major life events. In this session, we’ll help you get started. What needs to be done immediately and what can wait? How can a bit of work straight away get a much better outcome for your clients.

Speaker – Meg Heffron

30 min – Lunch Break

1.05pm to 2.05pm
(1hr)

Concurrent 4A: Navigating the latest super changes 

We’ll make sure you’re up to date on all the latest big-ticket cases and problem areas in super & SMSFs including UPEs in super post Bendel, transferring assets into super post Merchant, practical tips when dealing with death, NALI and more.

Speaker – Lyn Formica

Concurrent 4B: Legacy pensions & reserves

While not many funds have either of these, it pays to be across the opportunities, threats and important actions to take if you have any in your client base. We’ll run through the highlights and give you some valuable tips for your clients.

Speaker – Leigh Mansell 

15 min – Break (Leg Stretch)

2.20pm to 3.20pm
(1hr)

Concurrent 5A: SMSF trustee rules 

What are these, really? How do the rules for single member funds differ to those for multi member funds? What happens if someone is acting for a member via an EPOA? What happens when a member dies? We'll sort out some of the confusing issues.

Speaker – Leigh Mansell

Concurrent 5B: Retirement

Whether or not a client qualifies as 'retired' for super purposes and what evidence should be kept on file hasn't changed much in years, but it remains a topic that causes confusion. We'll sort fact from myth, refresh the key rules and explore how new work patterns might change the way we view 'retirement' now that it's not clearly signposted with a final day in the office and a gold watch.

Speaker – Annie Dawson

15 min – Afternoon tea break

3.35pm to 3.50pm
(15 mins)

Plenary 6: Heffron update

Speaker – Meg Heffron

3.50pm to 4.50pm
(1hr)

Plenary 7: In the Trenches

Finally, our favourite session, In the Trenches. This is 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 – Annie Dawson and Lyn Formica

4.50pm to 5pm
(10 mins)

Wrap, close & prize draw