14TH ANNUAL SUPERANNUATION INTENSIVE

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14TH ANNUAL SUPERANNUATION INTENSIVE Structured CPD hours: 7 hrs WEDNESDAY, 29 MARCH 2017 PRIMUS HOTEL SYDNEY MEZZANINE LEVEL 339 PITT STREET, SYDNEY 8.30am 5.30pm (registration from 8.

Overview 2017 is ramping up to be the year of superannuation. What an exciting and dynamic time to practice in this space.

With so many changes happening, The Tax Institute s 14th Superannuation Intensive seminar has come at just the right time. It s a must-attend event for all those who have SMSF clients.

Expect some clarity and certainty in what is now an even more complicated superannuation system! Who should attend?

1 14TH ANNUAL SUPERANNUATION INTENSIVE Structured CPD hours: 7 hrs WEDNESDAY, 29 MARCH 2017 PRIMUS HOTEL SYDNEY MEZZANINE LEVEL 339 PITT STREET, SYDNEY 8.30am 5.30pm (registration from 8.00am) Register Online Save time, register online at Sponsored by: Please note: This is a paperless event and as such materials will only be provided to delegates electronically via our Event App. Overview 2017 is ramping up to be the year of superannuation. What an exciting and dynamic time to practice in this space. With major reform packages announced and a raft of brand new laws kicking in on 1 July 2017, you and your SMSF clients will be the first to be hit with the Government s new measures. With so many changes happening, The Tax Institute s 14th Superannuation Intensive seminar has come at just the right time. It s a must-attend event for all those who have SMSF clients. Hosted by a panel of industry experts, you will hear about the latest changes, issues and strategies to navigate you through unchartered waters. Expect some clarity and certainty in what is now an even more complicated superannuation system! Who should attend? This seminar has been designed specifically for practitioners in the area of SMSFs such as accountants, auditors, lawyers and financial planners. Topics SMSF Update Super reform advice issues: the contribution implications Strategic Pension Planning Auditing of SMSFs Current Issues SMSFs and the ATO Practical Estate Planning case study and solution for SMSFs for 2016/2017 Presenters David Barrett, CTA, Macquarie Group Nidal Danoun, CTA, Prosperity Financial Solutions Andrew Frankland, CTA, Bartier Perry Jo Heighway, Deloitte Peter Hogan, SMSF Association Kasey MacFarlane, ATO Hugh Taylor, CTA, Pitcher Partners Campbell Vidgen, Macquarie Bank Liz Westover, PwC

2 Time Session Presenter 8.00am 8.30am 8.30am 9.30am 9.30am 10.30am Registration SMSF Update This session provides a general update covering key changes in the past 12 months. The session covers the following: The latest changes in superannuation legislations Recent ATO activities in the SMSF space, and Recent case law relevant to SMSF. Super reform advice issues: the contribution implications 2016 saw numerous changes to the superannuation contributions landscape. A number of the original proposals contained in the 2016/17 Federal Budget were subsequently changed and some scrapped altogether. In this session, we will identify the current state of play with contributions legislation. We will identify contribution strategies for 2016/17 and beyond in order for clients to make the most of opportunities available to them and avoid any potential pitfalls. Peter Hogan SMSF Association Liz Westover PwC 10.30am 11.00am 11.00am 1.00pm Morning Tea Strategic pension planning (workshop included) The introduction of the $1.6m transfer balance cap on superannuation income streams and other measures introduced in the Government s super reform package are far reaching. This workshop style session will take you through the mechanics of the new pension transfer balance account, and identify the actions many clients will need to consider in the lead up to 1 July We ll look at transition to retirement income streams, CGT relief and SMSF segregations issues, as well as the implications for death benefit pensions, etc. Strategically, splitting funds between the retirement phase, accumulation phase and other investment alternatives may lead to a re-think of asset allocation issues, including skewing of growth and defensive assets between these alternative investment structures. David Barrett, CTA Macquarie Group Nidal Danoun, CTA (moderator) Prosperity Financial Solutions 1.00pm 2.00pm Lunch 2 THE TAX INSTITUTE 14th Annual Superannuation Intensive

3 Time Session Presenter 2.00pm 3.00pm Auditing of SMSFs Current Issues This session will give you an insight into current SMSF audit issues what is grabbing auditors attention in 2016 year audits and why. The session will also contain practical tips for dealing with auditors, and strategies for rectifying compliances breaches as they arise. Jo Heighway Deloitte 3.00pm 3.30pm 3.30pm 4.30pm 4.30pm 5.30pm Afternoon Tea SMSFs and the ATO This session will provide an update on current issues the ATO is focusing on, including: the ATO's compliance approach to SMSFs discuss recent rulings and legislation highlight the ATO's new SMSF products and services. Practical Estate Planning case study and solution for SMSFs for 2016/2017 Our expert panel of estate planners will delve into a practical case study and provide solutions to Fair and Sustainable Superannuation changes from the perspective of an accountant, lawyer and financial planner. The panel will explore the following issues: What to do with existing binding death benefit nominations, SMSF trust deeds, rules and pension documents? How does the $1.6 million pension cap limit the amount of death benefits that can be paid in the form of the pension? Keep it or cash it out? How much counts towards the revisionary pension s $1.6 million pension cap and when? Special rules applying to the pension cap in relation to pensions payable to children on death? Using testamentary Trusts as part of the estate plan tips and traps for the SMSF advisor. Kasey MacFarlane ATO Hugh Taylor, CTA Pitcher Partners Andrew Frankland, CTA Bartier Perry Campbell Vidgen Macquarie Bank Lisa To (facilitator) Bartier Perry 5.30pm Event Close 3 - THE TAX INSTITUTE 14th Annual Superannuation Intensive

4 PRESENTER PROFILES David Barrett, CTA, Macquarie Group David Barrett, CTA, is a Division Director and Head of MAStech at Macquarie Bank. David has more than 20 years financial services experience, with expertise in superannuation, taxation and retirement income systems and has qualifications in law, mathematics and accounting. Nidal Danoun, CTA, Prosperity Financial Services Pty Ltd Nidal is the Principal Director of Prosperity Financial Services (PFS Consultancy). Nidal provides advice to financial institutions and professionals in the areas of advice assessment, financial services regulatory compliance and practice management. Nidal also works closely with the regulators in this space, including working as a subject matter expert advising on issues related to quality of advice, enforceable undertakings and licensing and accreditation of financial advisers. Nidal holds a Master of Commerce, he is a Chartered Accountant, a Fellow CPA Financial Planning Specialist, Certified Financial Planner, and a member of the CFA Institute. Nidal has over 20 years' experience in the financial services industry. Andrew Frankland, CTA, Bartier Perry Andrew is an Executive Lawyer with Bartier Perry Solicitors, holding qualifications in both accounting and law. He has many years experience providing comprehensive estate and business succession planning services, including structuring, tax advice and the implementation of all relevant documentation. Andrew has built an enviable reputation in the legal market for private client services and is highly regarded by clients, other professional referral sources and his peers. Jo Heighway, Deloitte Jo is the SMSF Assurance partner at Deloitte, leading a large team of specialist SMSF auditors to look after all of Deloitte s major SMSF clients. Jo has over 20 years experience in SMSF audit and compliance, and joined Deloitte following the sale of her specialist audit business Engage Super Audits. As a leader in the SMSF field, Jo understands the issues and challenges faced by the SMSF administrators and their operations, particularly in the area of technology and disruption. Peter Hogan, SMSF Association Peter, who has joined the Association as Head of Technical, is one of Australia s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he has worked with some of Australia s largest financial institutions in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association. Kasey Macfarlane, ATO Kasey Macfarlane is the ATO s Assistant Commissioner responsible for self-managed superannuation funds. Prior to joining the ATO in 1999 Kasey worked as a chartered accountant in both a big 4 and second tier accounting firm. During her time at the ATO Kasey has undertaken a number of technical leadership roles and her responsibilities across various tax products have included: Technical leadership and input into policy and law development; Leading the development of ATO public rulings and guidance products; Leading the management and resolution of tax related strategic litigation matters. Hugh Taylor, CTA, Pitcher Partners Hugh is a Client Director in the Tax Consulting Group at Pitcher Partners Sydney. Since joining the firm in 1984, Hugh has over 25 years experience in chartered accounting and specialises in superannuation, retirement planning and administration of selfmanaged funds. Hugh has developed relationships with lawyers, actuaries and other professional advisors to further assist and support the retirement and estate planning needs of clients. He also works closely with financial planners and is a representative for Pitcher Partners NSW Financial Services Pty Ltd. Campbell Vidgen, Macquarie Bank Campbell Vidgen has been with for Macquarie Private Bank for more than five years, providing comprehensive wealth management and investment advice to high net worth individuals, senior executives and families seeking a high level of personal service. Prior to joining Macquarie, Campbell worked in a number of senior leadership roles at one of the world s largest privately owned companies concentrating on mergers and acquisitions and private equity investments. Campbell specialises in complex financial issues faced by ultra- high net worth individuals and families that operate globally with US, Asian, UK, Guernsey, South African and European domiciled clients. Campbell works hard to ensure his clients gain the right mix of insight, due diligence and market intelligence, and is committed to working closely with his clients to optimise their financial future. Liz Westover, PricewaterhouseCoopers Liz is a Director in the Private Clients division of PricewaterhouseCoopers. She is responsible for developing and growing the firm s presence and capabilities in the SMSF market and providing technical support for the firm and its clients in superannuation and related tax matters. She has extensive experience in superannuation, having previously held the position as Head of Superannuation at Chartered Accountants Australia and New Zealand. Liz has been heavily involved in superannuation policy development and advocacy, regularly liaising and consulting with Government, regulators and stakeholders on technical, legislative and policy matters. Liz has strong capabilities on the technical application of superannuation and associated tax laws. She is a regular commentator on superannuation issues with mainstream and social media and has authored blogs and articles on superannuation and related matters for many years. 4 THE TAX INSTITUTE 14th Annual Superannuation Intensive

5 REGISTRATION FORM Please retain original copy for your records. Please photocopy for additional delegates. All prices quoted include GST. ABN PLEASE PRINT IN BLOCK LETTERS Overview - Wednesday, 29 March 2017 Registration Register Online Save time, register online at eventregistrations@ Mail GPO Box 1694 Sydney, NSW 2001 Fax BM/ M1 Full Registration Group Registration Member $595 Member* $476 Non-member $745 Non-member* $596 New-Member $895 *Receive the group registration rate when you register three or more delegates to attend this event from the same company at the same time. *SPECIAL NEW MEMBER OFFER Register at the Member rate + add on $300 for Membership and receive member benefits through to 30 June All new members are eligible to upgrade their membership level at no additional cost by providing the appropriate documentation when applying within the initial membership subscription period. Special Offer - add SMSF Guide 7th Edition and save 25% - Campaign Code: SMSF Intensive Online Subscription Member $165 (usually $220) Non-member $ (usually $245) For event enquiries, please contact Tara Grimm on or taragrimm@ For registration enquiries, please contact our registration team eventregistrations@ Dietary requirements: Promotional code: Date of issue: January 2017 Delegate contact details Title: (Dr/Mr/Mrs/Miss/Ms/Other) Company: First name: Last name: Member no: Postal address: Position: Tel: Mobile: Suburb State: Postcode: Fax: Please tick this box if you do not wish your name to be included on the delegate list provided to all attendees for networking purposes. Payment method Please note: All registration payments must be made prior to the event, unless other arrangements have been made with The Tax Institute. I enclose a cheque* for $ *Please make cheque payable to The Tax Institute in Australia dollars. Please charge my credit card $ Card type: Amex Visa MasterCard Diners Card no. / / / Expiry date: Cardholder s signature: Cardholder s name: Replacements Please note registrations for the event are not interchangeable but replacements are acceptable. Please notify us at least two days prior if you intend on sending a replacement. CPD hours will be allocated to the designated attendee. If the replacement is not a member, the nonmember registration fee will apply. Cancellations Cancellations must be received in writing five working days prior to the seminar. No refund will be given for cancellations received within five working days of the event. A replacement may be nominated. Further details on The Tax Institute s cancellation policy can be found at Membership and Education Program Promotion I am interested in becoming a member of The Tax Institute, please send me further details. I am interested in learning more about The Tax Institute s Education Program, please contact me. Marketing and Business Alliance Partner Exclusions I no longer wish to provide my contact details to The Tax Institute s contracted business partners. I no longer wish to receive marketing correspondence from The Tax Institute. We take your privacy seriously, and our policy can be viewed at /footer/privacy-copyright-and-disclaimer

15 th Annual Superannuation Intensive

1 DAY EVENT 15 th Annual Superannuation Intensive 7 CPD hours Outline The recent superannuation reforms were comprehensive and far reaching, particularly for SMSF members with larger balances. Since the