National SMSF & Financial Advice Conference 2023

Join us in Hunter Valley at the leading education event for SMSF practitioners, advisers, auditors, administrators, and financial advisers.

The National SMSF & Financial Advice Conference held on Thursday 9 & Friday 10 November, will equip you with 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.

Program highlights include:

  • Managing the new ‘$3m cap’
  • The practical application of Non Arm's length transactions
  • Dealing with Property Development in SMSFs
  • Contribution rules
  • Protecting assets when facing business restructuring

Conference package options and features
This year we have three conference packages designed to extend your knowledge, engage you with a variety of training formats and provide you with your recommended yearly CPD hours.

Refer to the ‘Other’ tab to view package options with more details and pricing.

Day 1 – Conference (9 Nov)
This conference is 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 business dinner.

Day 2 – Masterclass (10 Nov)
As part of the conference, you will attend a 3-hour masterclass which allows you to get a practical deep dive into topical issues affecting the industry and your clients. Choose between two masterclass option depending on your area of expertise: SMSF Strategy & Financial Advice, or SMSF Audit.

Specialist breakfast session (Exclusively for CA SMSF or Financial Planning Specialist)
1-hour breakfast session with industry experts with an informative and robust discussion of some of the latest issues facing us and our clients.

SMSF Virtual Training Communities

The 2-hour long training communities (held in March and April 2024) are made up of two sessions – an SMSF & financial advice update as well as a topical superannuation topic.

On-demand content
Up to 5.5 additional CPD hours worth of relevant content to watch where and when it suits.

Key learning outcomes
After attending the various events within our 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 SMSF & Financial Advice Conference will be assessed for verifiable CA ANZ and SMSF Association CPD. The sessions in the conference are also likely to meet the Legislated CPD (formerly FASEA) and Tax Practitioners Board CPD requirements.

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

  • CA ANZ: Up to 22 verifiable CPD hours
  • SMSF Association: Up to 22 CPD hours
  • Legislated CPD (formerly FASEA): Up to 22 CPD hours
  • Tax Practitioners Board: Up to 22 CPD hours

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

Available CPD hours will differ depending on which conference package you register for.

View the full program and learn more about each session here.

Day 1 - 9 November

9 - 10am AEDTConference Open and Welcome
An industry snapshot & advocacy update
10 - 10:30am AEDTSMSF Compliance - what's on the regulator's radar?
10:30 - 10:45am AEDTGovernment Body Address
11:05 - 12:05pm AEDT
Breakout Session 1

Choose between:

  • Understand what Trustees want and Where Advisers are at.
  • Working with the Superannuation Arm's Length Rules
  • Exploring the latest Court decisions in the SMSF and Financial Advice space
12:10 - 1:10pm AEDT
Breakout Session 2

Choose between:

  • SMSFs & Property Development - the ifs, buts & maybes.
  • Keeping the Client data secure - understanding the impact of data security breach
  • Success Factors driving Financial Advice Practices
2:05 - 3:05pm AEDT
Breakout Session 3

Choose between:

  • Protecting Assets when facing Business Restructuring
  • Managing the new ‘$3m Cap’
  • Retirement Investment Strategies
3:20 - 4:20pm AEDT
Breakout Session 4

Choose between:

  • Part 8 Associates & Related Parties at the Coal Face
  • Contribution Rule Refresh including the latest developments
  • Delivering Client advice and Managing Client complaints
4:25 - 5:25pm AEDTEthical Considerations for Accountants and Financial Services Advisers
5:25 - 5:40pm AEDTAddress by Shadow Treasurer
5:40 - 6pm AEDTGovernment Body Address
6:30 - 9pm AEDTBusiness Dinner

Day 2 - 10 November

7:30 - 8:30am AEDTSpecialist Breakfast
Morning breakfast with the gurus
9:30 - 12:30pm AEDT

Choose between:

  • SMSF Strategy & Financial Advice Masterclass
  • SMSF Audit Masterclass

Training Communities:

  • Held on 13 March & 21 May 2024, the 2 hour sessions will consist of:
    • 1 hr SMSF & Financial Advice Update
    • 1 hr Special topic

Learn more about our conference presenters here.

  • Tony Negline, Superannuation and Financial Services Leader, Chartered Accountants Australia & New Zealand
  • Justin Micale, Justin Micale, Assistant Commissioner, Self Managed Super Funds Risk and Strategy, Australian Taxation Office
  • David Busoli, Practice Principal & SMSF Specialist Mentor, SMSF Alliance
  • Graeme Colley, Executive Manager Technical & Private Wealth, SuperConcepts
  • Phil Broderick, Principal – Business Law, Sladen Legal
  • Julie Steed, Senior Technical Servical Manager, IOOF
  • Melanie Dunn, Principal, Accurium
  • Andrew Doherty, Director, AssureInvest
  • Liz Westover, Partner, Deloitte
  • Jemma Sanderson, Director, Cooper Partners
  • Peter Bobbin, Principal Lawyer, Coleman Greig Lawyers
  • John Prowse, Head of Education/Director, AVALONfs
  • Shelley Banton, Head of Education, ASF Audits
  • Tim Miller, SMSF Technical & Education Manager, Smarter SMSF
  • Shirley Schaeffer, Partner, Superannuation, BDO
  • Matina Moffitt, Partner, Financial Services – Superannuation, Audit & Assurance, BDO

To view further details regarding the venue and activities to book while in the Hunter Valley follow the link here.

Rydges Resort Hunter Valley
(Formerly Crowne Plaza Hunter Valley)
430 Wine Country Drive, Lovedale NSW 2325

The Hunter Valley is a paradise for wine lovers and nature enthusiasts. Savor delicious wines at famous vineyards, relish gourmet meals amidst stunning landscapes, and take hot air balloon rides over rolling vineyards, offering a delightful mix of relaxation and adventure.



Package A:
SMSF Essentials


Early bird*$1,641$1,948
Group 3-5$1,544
Group 6+$1,297
Regional **$1,447


Package B:
SMSF Technical

2 x Training Communities
4 x OnDemand webinars

Early bird*$1,741$2,048
Group 3-5$1,644
Group 6+$1,397
Regional **$1,547


Package C:
SMSF/FP Specialist

Specialist Breakfast
2 x Training Communities
4 x OnDemand webinars

Only eligible for approved CA SMSF or Financial Planning CA Specialists$1,342


Topic: Financial Advisory and Superannuation

Sub-Topic: Self-Managed Superannuation Funds

Format: Conference

Proficiency Level: All

CPD: Upto 21 hours


Business Dinner Business Partner: