SMSF Day 2024

Join Aaron & Tim for our popular SMSF day technical full day events for professionals that return from 13 – 27 March 2024 around Australia.

Smart people learn together… 

Get ready for one of the most popular SMSF events on the calendar each year as Smarter SMSF brings you the SMSF day events around Australia from 13 to 27 March 2024. Join SMSF specialists, Aaron Dunn and Tim Miller, as they co-host these thought provoking and interactive SMSF technical days, which provides 8 CPD hours for attendees.

Through our popular case study format, the sessions throughout the day will delve into some of the most topical issues in the SMSF sector today, including the latest on the new Division 296 tax laws, the impact of the new NALE/NALI laws, along with key estate planning issues.

Importantly, Aaron and Tim will provide a practical context to many of these topics, giving you the knowledge required to apply directly to your SMSF clients.

We believe that smart people learn together, so don’t miss this opportunity to be a part of the SMSF day events around Australia.




Aaron Dunn

CEO & Co-founder

Aaron has built a reputation over 20+ years to become one of the most trusted resources within the SMSF industry.  As CEO & Co-founder of Smarter SMSF, his knowledge and insights into SMSFs are highly regarded, which regularly lead to him being part of Government and regulatory consultations on topics shaping the SMSF sector.

Read more about Aaron

Tim Miller

SMSF Technical & Education Manager

Tim is the SMSF Technical & Education Manager at Smarter SMSF.  He is a well-known figure within the SMSF industry, having worked in numerous technical and education roles over his 20+ year industry journey, and received the CEO’s Award at the SMSF Association National Conference 2023.

Read more about Tim


What we will be covering at this year’s SMSF day events.

8:30am Registration opens

9:00am - 10:15am: Welcome & Technical Update

We start the day with a technical update, providing insights into the latest policy, legislative and regulatory issues impacting the SMSF sector.  The session will explore implications of contribution cap changes from 1 July 2024, the current state of play on the use of e-signing across SMSF documents, a number of Treasury consultations including the discussion paper of retirement incomes, ATO updates across the SMSF segment and a number of recent case law decisions.

Attendees will also be provided with a copy of a workbook from this session that provides more details on many of the topics discussed in this session.

Duration: 75 mins

10:15am Morning tea break

10:40am - 12:10pm: The impact of Division 296 throughout the SMSF lifecycle

The proposed Division 296 tax laws will have a significant impact of high balance members within SMSFs from 1 July 2025.  Whilst the measures aren’t yet law, the limited amount of time for potential restructuring of your SMSF clients means that understanding and analysing these laws now is crucial.

In this session, using our case study of the Malthouse family and Little Brewers Super Fund, we explore the various components of these laws including changes to the Total Super Balance (TSB) rules, including exploring what ‘best practice’ looks like to determine the termination value of a member’s superannuation interest.  In addition, we’ll be exploring the nuances impacting LRBAs within these laws, along with those in the event of disability and the death of a member.  We will dive into the workings of the measures for determining any Div. 296 tax liability, and helping you to assess the pros and cons of making changes to your SMSF client’s position.

This session will include activities for attendees to work through to better understand the impact of these laws.  We will also be sharing a number of additional tools for attendees to utilise with your SMSF clients around the Division 296 tax laws.

Duration: 90 mins

12:10pm Lunch break

12:45pm - 2:15pm: NALI implications across the SMSF lifecycle

The ATO’s views on no-arm’s length arrangements has significant challenges within the SMSF industry, from both an income and expenses stand point.  In this session, both Aaron and Tim look at the impact of the Commissioner’s views within LCR 2021/2, exploring the implications for both general and specific expenses – to help understand the nuances of these rules, we explore the different trustee ‘hats’ being worn under the SMSF definition to understand when and how the NALI rules may apply.  In addition, we explore the implications from a CGT and NALI view point, with the ATO’s draft ruling TR 2023/D1 and provide a number of example as to how the NALI rules would be invoked, including with the operation of the market substitution rules.

This session will include a number of activities for attendees to work through to help them understand the various topics that we cover.

Duration: 90 mins

2:15pm Afternoon tea break

2:40pm - 4:00pm: Contemplating estate & succession planning

Our final session of the day explores a number of succession and estate planning issues that are continuing to provide challenges for older trustees/members of SMSFs.  In this session, both Tim and Aaron will explore the importance of building an exit plan for the fund, and why the Government is wants to consider incorporating the retirement income covenant for SMSFs.  We will be discussing the important aspect of structuring the fund for the later stages in life and implications in the event of death, using a number of case studies to highlight some of the common problems. Tim and Aaron will also spark up a debate on reversionary vs non-reversionary pensions (one side each), and help you to explain the steps required to make changes to existing pensions where required (without ceasing the pension).

A number of activities will be included in this session to better understand many of the topics raised around succession and estate planning.

Duration: 80 mins

4:00pm Wrap-up and close

Buy your tickets

Make the smart move and secure your ticket to an SMSF day event, accessing our early bird pricing. Smarter SMSF subscription holders (CPD or documents) can take advantage of the member-only pricing up until the event dates.  All tickets are subject to availability based upon venue capacity.

  • Super early bird ticket (11 – 31 December 2023) – $396 (incl. GST)
  • Early bird ticket (1 January – 9 February 2024) – $440 (incl. GST)
  • Standard ticket (10 February 2024 – event date) – $550 (incl. GST)
  • Member rate (anytime via coupon code) – $330 (incl. GST)

13 March 2024


14 March 2024


21 March 2024


Event partners

Interested in being a sponsor at the SMSF Day 2024 events?

Send us an email, to request further information about sponsorship.


Hear what others have said about attending the SMSF day events


The ticket provides the nominated attendee with access to attend the live SMSF day event and includes food and beverages throughout the day. Attendees will be provided with access to materials prior to the event should you wish to print.  Attendees will also be awarded with 8 x CPD hours for attending.

A special member discounted ticket price is available to purchase at anytime up until the event, subject to venue capacity.  All members are provided with a ‘member-only’ coupon code to be able to apply the discount in the shopping cart.

Yes, but only for total ticket purchases of $1,000 or more.  You should contact us at to request a coupon code to apply an agreed discount.

Yes, you will be provided with a link in the days before the event to access the event materials.  This will allow you to print slides and other materials for the event should you wish to.

Smarter SMSF will not be providing printed copies of the materials, these will only be provided in electronic form, except for the case studies which will be printed and provided for attendees to work on at your respective table.

In additional to your thinking cap, we suggest a laptop or tablet so you can access the materials for the SMSF day event (unless you have decided to print them and bring with you).

Smarter SMSF will be providing limited printing materials for you on the day – e.g. case studies.

Yes, if you are unable to attend you can transfer the ticket to another attendee on the basis that you have contacted Smarter SMSF to advise of the updated attendee information for the event.

Yes, in some limited circumstances.  Please see the fine print for further details.

Yes, CPD points will be awarded towards the SMSF Association (as an Accredited Educator), the major accounting bodies (CPA, CAANZ, IPA), and the Tax Practitioners Board (TPB).  CPD hours will also be broken down for FASEA & ASIC purposes, along with recognition for SMSF audit hours.

The CPD certificate will be issued within 5 business days following the event and will be sent to attendees by email.

Got a question?

Do you have an enquiry about our upcoming SMSF day events? Simply complete the form below and a team member will be in contact with you shortly.