National SMSF & Financial Advice Conference 2022



Join us at the leading – and newly transformed - education event for SMSF practitioners, advisers, auditors, administrators, and financial advisers.  

The National SMSF & Financial Advice Conference Package will equip you with the valuable tools, strategies and key takeaways you need to advise your clients with confidence and accuracy in a rapidly changing SMSF and financial advice industry.  

Experience our new and exciting conference package, an evolution from the traditional two-day single format conference program to a comprehensive and varied package comprised of multiple ways to engage with our experts and content.  

What is included in the National SMSF & Financial Advice Conference Package 2022?

Gain the majority of your required yearly CPD hours with our revamped multi-format conference package: 
 

  • The Main Conference. An extended, face-to-face single day conference with expert speakers and panellists focusing on the key issues, concerns and opportunities in the SMSF and financial advice space. It will feature a myriad of networking events including a conference breakfast and business dinner
  • The Masterclass. Taking place the day after the main conference program, our 3 hour masterclasses allows you to get a practical deep dive into topical issues affecting the industry and your clients. Choose between 3 available masterclasses depending on your area of expertise – SMSF Strategy, SMSF Audit and Financial Advice 
  • The SMSF Virtual Training Communities. A series of 2.5 hour virtual training communities spanning over 6 months. Each training community is made up of two sessions – a superannuation update as well as a topical superannuation topic  
  • On-demand sessions. Receive 4 on-demand sessions that you can watch at a time convenient to you. Each session is presented by our dedicated senior superannuation trainer and explores a different topical Australian SMSF issue.

Conference Learning Outcomes
After attending the various events in our National SMSF & Financial Advice Conference Package, participants should be able to: 
  • Identify the legislative and regulatory changes that may affect your clients and describe their impact.
  • Interpret the implications of legislative and regulatory changes on client matters.
  • Develop and formulate strategies that may assist in managing the effect of legislative and regulatory changes. 
  • Understand what SMSF and financial planning strategies are available for clients.
  • Obtain the required practical knowledge to execute those strategies.

Continuing Professional Development Hours
Our National SMSF Conference will be assessed for verifiable CA ANZ, SMSF Association, ASIC and Legislated CPD hours. The sessions in the conference are also likely to meet the Tax Practitioners Board CPE requirements. 

The expected CPD hours to be allocated to this conference are as follows: 

  • CA ANZ: Up to 26 verifiable CPD hours (plus an additional 1 CPD hour for the Specialist Breakfast)
  • SMSF Association: Up to 26 CPD hours 
  • Legislated: Up to 26 CPD hours
  • ASIC: Up to 26 CPD hours
  • Tax Practitioners Board: Up to 26 CPD hours. 

Hours subject to change – please check closer to the event date.
 

To view the full program please click on the links below
To view the conference presenters follow the link here
Day One - Thursday 20th October
Hilton Hotel Sydney, 488 George Street, Sydney
Full day Conference:
7.15am start with a breakfast session and guest speaker
8.00pm finish after dinner with guest speaker

Day Two - Friday 21st October
Masterclass 
CA ANZ Conference Centre, 33 Erskine Street, Sydney
Morning Masterclass (9.00am - 12.00pm)
OR
Afternoon Masterclass (1.00 - 4.00pm)

Virtual Training Communities
Dates:
22 November (2.00 - 4.30pm)
21 February (2.00 - 4.30pm)
18 April (2.00 - 4.30pm)
Pricing

Member
$1,707.00 - early bird price available until 29 September 2022
$1,897.00 - Standard price after early bird closes 29 September 2022
    
Non-Member    
$2,008.00 - early bird price available until 29 September 2022
$2,232.00 - Standard price after early bird closes 29 September 2022
    
Regional (125km from the conference venue)
$1,517.00 
    
Group Rate    
 $1,612.00 - groups of 3 - 5 delegates from the same organisation

CA ANZ Specialists
$1,315.00

 

EVENT DETAILS


Topic: Financial Advisory and Superannuation

Sub-Topic: Self-Managed Superannuation Funds

Format: Conference

Proficiency Level: All

CPD: Upto 26 hours


Sponsors

SMSF & Financial Advice Conference is Proudly Supported by CA ANZ Member Benefits Program Partners