SMSF Virtual Day 2021

The virtual event returns as a two-day accredited CPD training event on 30 & 31 March 2021

2021/03/30 11:00:00

Smarter SMSF’s showcase CPD training event, the SMSF Day, returns in 2021 as a two-day virtual event.

Last year due to COVID-19, the SMSF Day was moved from our national roadshow to an online event. With amazing feedback from 200+ attendees, 90% of you said to hold it as a virtual event again in 2021!

This accredited SMSF technical event provides up to 10 CPD hours, providing you with updates on all the latest technical issues, strategies and intel across self-managed super funds.

Accredited CPD event

The team at Smarter SMSF has put together an interactive online experience for you to stay up-to-date with your SMSF knowledge. The SMSF Virtual Day 2021 provides up to 10 hours accredited CPD hours (live events, workbooks and assessment), streamed live, along with various breakout sessions being pre-recorded which can be enjoyed on the day or at a later stage (through to 30 April 2021).

We have accessed a range of industry experts across the SMSF, accounting, audit, and legal professions for you to learn from through this virtual SMSF event and importantly deliver some key takeaways to go back and apply straight away within your practice.

Current line-up of speakers for the SMSF Virtual Day 2021

Aaron Dunn

CEO & Co-founder

Smarter SMSF

Kellie Grant

Director, SMSF Auditors Portfolio, SMSF Risk & Strategy

Australian Taxation Office

Dr Bill Orow

Barrister

Victorian Bar

Tim Miller

Education Manager

Super Guardian

DAY 1 - Tues, 30 March 2021

11:00am - 12:30pm AEDT

Main 1 (M1) – Welcome & Technical Update

Speaker: Aaron Dunn, CEO Smarter SMSF

In this live session, Aaron takes you through the latest technical, regulatory and policy update on the topics shaping self-managed super funds. The session will explore Bills currently before Parliament, Treasury exposure drafts, the latest on ATO rulings and other regulatory guidance.

BREAK: 12:30 - 12:50pm AEDT

12:50 - 1:50pm AEDT

Concurrent 1 (C1) – Unpacking indexation of the caps

Speaker: Tim Miller, Education Manager, Super Guardian

From 1 July 2021, we are going to see indexation across a number of key contribution caps, in addition to indexation applying to the transfer balance cap and a member’s total superannuation balance. These changes create their own challenges that will be unpacked in this session by Tim as he helps practitioners to prepare for the fun times ahead!

12:50 - 1:50pm AEDT

C2 – When it goes wrong – dealing with trustee & compliance risks

Speaker: Bill Orow, Barrister

Trustee SIS contraventions can create some real headaches for practitioners who have to navigate their way through various avenues to either get the SMSF client back on track or leave the system. Bill provides some important legal lessons here for practitioners about steps to take when it all goes wrong, making sure that the trustee and adviser understands their legal position.

1:55 - 2:10pm AEDT

C1 – Q&A: Unpacking indexation of the caps

Speaker: Tim Miller, Education Manager, Super Guardian

Tim will join the audience to take questions from his session to discuss the technical issues and strategy considerations with indexation of the various caps and balances.

1:55 - 2:10pm AEDT

C2 – Q&A: When it goes wrong – dealing with trustee & compliance risks

Speaker: Bill Orow, Barrister

Bill will be available to answer any questions from his session with attendees regarding how to approach these issues where a trustee contravenes the SIS legislation.

MINI BREAK: 2:10 - 2:15pm AEDT

2:15 - 3:30pm AEDT

M2 – Latest intel with property & SMSFs (incl. Day 1 close)

Speaker: Aaron Dunn, CEO Smarter SMSF

In this session, Aaron will be exploring a broad number of property-related topics that practitioners need to understand, including the ATO’s release of SMSFRB 2020/1 on property development, consider COVID-19 related property matters and safe harbour guidance, along with considerations when an LRBA is to be repaid.

MINI BREAK: 3:30 - 3:40pm AEDT

3:40 - 4:00pm AEDT

Bonus: Smarter SMSF product demo – BGL integration

Speaker: Aaron Dunn, Smarter SMSF & Matt Crofts, Head of Simple Fund 360

In this session, Aaron & Matt explore the latest features and integration work undertaken between BGL and Smarter SMSF to create best-practice documents for your SMSF clients, whilst saving you time in the process.

DAY 2 - Wed, 31 March 2021

10:30 - 10:50am AEDT

Bonus: Smarter SMSF latest product update

Speaker: Aaron Dunn, CEO Smarter SMSF

In this session, Aaron takes you through some of the latest developments that the team at Smarter SMSF have been building on the platform and will share some insights into our roadmap for the remainder of 2021.

MINI BREAK: 10:50 - 11:00am AEDT

11:00am - 12:30pm AEDT

M3 – Under the hood of SMSF pensions

Speaker: Aaron Dunn, CEO Smarter SMSF

With a growing number of SMSF clients moving into retirement phase, in this session, Aaron goes under the hood to revisit a number of critical considerations in commencing and running a super income stream, along with when it may cease. We will also be exploring the potential ECPI changes from 1 July 2021, along with strategy considerations with your pension clients.

A case study will be provided for attendees to review before the event (will be sent via email), with time allocated to explore these answers during the session.

BREAK: 12:30 - 12:50pm AEDT

12:50 - 1:50pm AEDT

C3 – ATO’s compliance approach to APES 110

Speaker: Kellie Grant, Director – SMSF Auditors Portfolio, ATO

The Australian Taxation Office is finalising its guidance in March 2021 for SMSF auditors regarding compliance with the independence requirements of APES 110. In this session, Kellie will go into detail about the Regulator’s expectations for compliance and their approach heading into the 2021/22 financial year.

12:50 - 1:50pm AEDT

C4 – State of play with SMSF investment strategies

Speaker: Aaron Dunn, Smarter SMSF

The goal posts have now moved on the obligations of trustees to formulate and maintain a compliant SMSF investment strategy.

In this session, Aaron will explore the impact of the ATO’s guidelines and what you need to consider in light of financial markets and the COVID-19 pandemic period when considering all aspects of SIS Regulation 4.09.

1:55 - 2:10pm AEDT

C3 – Q&A: ATO’s compliance approach to APES 110

Speaker: Kellie Grant, Director – SMSF Auditors Portfolio, ATO

Kellie will join the audience to take questions from her session regarding the auditor independence changes that will apply from 1 July 2021. NB. There will be a strict time limit for the Q&A and subject to the amount of questions, we may not be able to answer all of them.

1:55 - 2:10pm AEDT

C4 – Q&A: State of play with SMSF investment strategies

Speaker: Aaron Dunn, Smarter SMSF

Aaron will be available for Q&A to discuss questions from his session on SMSF investment strategies.

MINI BREAK: 2:10 - 2:15pm AEDT

2:15 - 3:30pm AEDT

M4 – The path forward for the SMSF industry & Day 2 close

Speaker: Aaron Dunn, CEO Smarter SMSF

There is a wave of legislative and regulatory change currently surrounding the SMSF sector. In this session, Aaron provides some insights into these key drivers and get you thinking about what the industry might look like post COVID-19, also giving consideration to the outcomes from the Retirement Income Review, ASIC’s consultation paper CP332, Tax Practitioner’s Board review and Treasury’s approach to modernising business communications.

We will also wrap-up the SMSF Day event within this session.

Buy your tickets

Choose the ticket option that suits you from the options below.

It’s over to you to make the smart move and register today!

Group bookings

A discount is available for group bookings of 4 or more ticket purchases. Contact us to discuss the number of tickets that you wish to purchase and to be provided with a coupon code for the group discount.

Testimonials

Event Partners

Sponsorship packages are available. Get in contact with us to discuss further.

FAQs

What does the ticket provide me?

It depends on the ticket type.

If you have purchased either a Day 1 or Day 2 live only ticket, you will only have access to the platform for the day in which you have the ticket. You have complete access throughout this time to download materials for the day and to watch the live and concurrent sessions during this time.

For other ticket holders, you will have access to attend live sessions on both days, along with access to the platform until 30 April 2021 to watch any other sessions and to complete the assessment for additional CPD hours to be accredited (must be completed by Friday, 9 April 2021).

Read the fine print