SMSF Members Conference 2016 – The Most Important SMSF Conference this Election Year !

The 2016 SMSF Members Association conference event is now past.

Your Conference, Your Voice

The SMSF Members Association 2016 National Conference is being held on 26 and 27 February 2016 with the theme “Grow, Protect and Enjoy your SMSF”. It is a festival of SMSFs and with an election in the offing a great opportunity for all SMSF trustees to have their voice heard and provide input into a SMSF Members Association submission to both parties in terms of what members want in terms of policy.
Barnaby-JoyceThe keynote speaker from the Government is Leader of the National Party and Deputy Prime Minister Barnaby Joyce, who will speak on SMSF regulation and the election agenda where members will have their opportunity to give their Voice with the lead up to this all important election.

During the two days the program will cover a range of market, strategy, investment and regulatory issues. In addition on the Saturday we will be looking at a range of investment and lifestyle issues.

Some important topics include:

  • The outlook for global investing
  • Investment strategies in the equity, property and other key SMSF investing hot spots
  • Tax strategies to maximise your tax savings and returns in your SMSF
  • Making sure that your SMSF Estate Planning is right for your family and secured from challenge
  • The best places to retire in the world and travel hot spots and managing your SMSF to ensure it stays an all important Australian fund obtaining tax free pension and lump sums
  • How SMSFs impact Aged Care subsidies and how they can be used to maximise entitlements and even pay for aged care spots.

Special Offer for SMSF Members

doltone-house-jones-bay-wharf-150x100SMSF Members Conference 2016

Doltone House – Jones Wharf, Pyrmont, Sydney
26 – 27 February, 2016

The Early Bird conference fee of $295 all-inclusive includes presentations, notes, slides, strategy videos, refreshments and a cocktail party on Friday 26 February 2016.

There are only 150 tickets available so first come first served and a lucky winner from the Early Bird pool competition will win a week at Vanuatu Luxury Villa.

Best of all…you can still secure the discounted ticket price courtesy of the Association Kick-Start Partners, so BOOK NOW!

Register for the SMSF Members Inaugural Conference 2016


“The SMSF Members Association is the peak representative body for SMSF trustees, committed to being an independent voice for and championing regulatory advocacy on behalf of SMSF trustee issues.

The SMSF Members Association provides a range of educational and support services for SMSF trustees including informative education on its website and an annual conference.”

Simon Makeham – Executive Director


SMSF Members Association – 2016 Conference Agenda

Download Conference Agenda

What you will experience

Day One – Grow and Protect

26 February 2016

8.30 MC Welcome – Simon Makeham – Executive Director

Grow your SMSF

8.45 The 2016 Election Year – What future holds for SMSFs

In this plenary Senator Barnaby Joyce will outline the  Government’s plans for SMSFs in the lead up to the election.  Make your Voice heard.

9.30 Equities Strategy Roundtable – Expert Panel

The equities market has had a big turnaround this year but commodities are getting to the bottom of their cycle perhaps? In this session we will hear from the foremost SMSF equities experts.

10.15 Alternative Asset Classes – Expert Panel

With interest rates at record lows, the appetite for alternative investments is growing, with gold, currencies and hedge funds increasingly popular.  This panel will look at the pros and cons of these asset classes, and how they can compliment your portfolio.
Speakers: Jordan Eliseo, Tony Bradley

11.00 Morning tea

11.30 Property Strategy Roundtable – Property and Property Trust investments and Borrowing

Hear about the latest SMSF property and trust strategies including using borrowing and the current value in the Property Trust market including REITs and syndications.

12.15 SMSF Strategies – Panel of SMSF Strategists and Advisers

In this session hear the best SMSF Advisers in Australia discussing important and must do contribution, taxation and tax based investment strategies including the new angel investor rules for start-up business investments by SMSFs.

1.00 Lunch

Protect your SMSF

2.00 The Economic Landscape

In this session we will consider the economic and investment landscape for Australia and Internationally and returns expected for SMSFs and their members.

2.45 Regulator’s Q & A – ATO Deputy Commissioner
Take the opportunity of asking the head of superannuation at the ATO your questions and raise issues that you may have with the regulation of SMSFs, and your dealings with the ATO

3.20 The Importance and Compliance Risk of not considering  Fund Insurances
Insurance is a legal requirement to be considered in a SMSF and with many funds becoming multi-generational, this session will look at the ins and outs of SMSF insurances.

Presented by Luke Jones, Product Manager with MLC

4.00 Refreshments

4.30 SMSF Estate and Incapacity Planning – Expert Panel
Hear some of the best strategies for both SMSFs and your external estate planning – protection of your most vital assets from lawyers and how to tailor a secure, accurate SMSF estate plan and even the latest – SMSF Will.

5.15 Aged Care Panel – When and What’s important to Aged Care

Government Aged Care rules will bite into your SMSF finances at some time, whether through the on-going changes to the old age pension test or through health care changes. See what is available and the best SMSF strategies.

6.00 Cocktail Party

Day 2 – Enjoy your SMSF

27 February 2016

9.00 Travel Roundtable – The Travelling Lifestyle

Expert Travel Writers’ Panel

9.45 The Benefits of Exercise, Yoga and Nutrition in Retirement

Nigel Abbott.

10.30 Morning tea

11.00 Retirement and Living Overseas and your SMSF – The inside scoop

12.00 Sample Wines and Food

Key SMSF and Investment Speakers

Grant AbbottGrant Abbott

Grant Abbott is Australia’s leading SMSF expert, trainer and presenter and the Chairman of the Australian SMSF Members Association. Since the introduction of SMSFs in 1994 Grant has presented on the subject to more than 100,000 new and existing SMSF Trustees, accountants and financial planners. He has also written four sold out editions of “The SMSF Strategy Guide” and has more than 250,000 views of his videos on You Tube.

Jordan-EliseoJordan Eliseo

Jordan Eliseo is a financial commentator and economic analyst with nearly 20 years experience, working for asset managers including Deutsche Bank, JP Morgan and AMP Capital, where he specialised in analysing investment markets, asset allocation and portfolio construction. A precious metals bull since 2003, he now works for ABC Bullion, Australia’s largest independent bullion dealer, and is the author of Dire Straits: Money for Nothing, Debt for Free.

michael gallagherMichael Gallagher

Michael Gallagher is General Manager of The Alternative Investment Management Association Limited (AIMA) – Australia Branch, AIMA is the peak global representative body for Hedge Fund managers. He has over 25 years experience in financial markets with various roles including CEO & co-founder of Kima Capital, an Hong Kong based hedge fund, head of equities at RMB & as a divisional director at Macquarie Bank.

Elio-DAmato-BW-500px-300x300Elio D’Amato

Elio D’ Amato is Chief Executive Officer at Lincoln Indicators . As Lincoln’s primary educator, Elio regularly presents at specialist investment industry events around Australia, including education workshops for consumer groups such as the Australian Shareholders’ Association and Australian Investors’ Association. Elio is a sought-after market analyst, media writer and commentator on programs such as ABC’s The Business and Sky News Business program Your Money Your Call. He is also a regular monthly contributor to the SmartInvestor magazine with his share analysis insights.

Neil RogenNeil Rogan

General Manager, Investment Bonds Division, Centuria
Neil was appointed GM – Investment Bonds Division at Centuria Life in October 2014. Neil has responsibility for the business strategy and operations of the Investment Bond Division.  Neil has more than 20 years’ experience in the financial services industry and joins Centuria Capital having held a number of senior roles at AMP Ltd including Head of Marketing and Campaigns, Head of Product Marketing and leading the change for the introduction of MySuper in 2013. Throughout 2014 Neil was a NSW Council member of the Australian Marketing Institute and has chaired a number of Financial Services Council (FSC) sub-committees including the judging panel for FSC/Deloitte Future Leaders award.

Jason-HuljichJason Huljich

CEO, Unlisted Property Funds, Centuria
Jason has been with Centuria since its formation in 1999. He has extensive experience in the commercial property sector with specialist skills in property investment and funds management. He is currently President of the Property Funds Association (PFA) and sits on the National Executive Committee. The PFA is the peak industry body representing the $125 billion direct property investment industry.  Jason is an Executive Director of the ASX listed Centuria Capital and Centuria Property Funds, which is the Responsible entity to 14 unlisted funds and 1 listed A-REIT (Centuria Metropolitan REIT). In his role he is responsible for providing strategic leadership and ensuring the effective operation of CPFL’s unlisted property portfolio.  Jason holds a Bachelor of Commerce (Commercial Law) from the University of Auckland, New Zealand.

Louise BitiLouise Biti

Louise is a co-founder and Director of Strategy Steps and Aged Care Steps, which are independent businesses supporting the financial services industry. She has forged a reputation as one of the pre-eminent experts in aged care with over 17 years experience in aged care advice.

Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards. Her experience is matched with strong educational qualifications and she holds professional designations of a SMSF Specialist Adviser®, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax agent.

Julie DolanJulie Dolan

Julie is the CEO of SMSF Consulting and Managing Director of SMSF Blueprint. Julie has had over 22yrs experience in the accounting, advisory, superannuation & wealth management industry. This has allowed her deep exposure and experience to many facets in the industry. Throughout her career a core element and skill set has been Self Managed Superannuation Funds and the technical and strategic application of the relevant laws and legislation. For many years she has provided detailed and high level strategic/technical support and consulting services to hundreds of Accountants, Advisers and Lawyers around Australia as well as to thousands of SMSF Trustees. She also regularly writes for industry magazines and speaks at events to professionals and trustees on strategic opportunities available to SMSFs.

David-CampbellDavid Campbell

David Campbell , CEO and Founding Partner of Hunter Burton Capital, has over 32 years experience in the FX market.

He has worked for major banks such as Chase Manhattan and Societe Generale and has worked in various financial centres such as London, Frankfurt, Paris and Singapore.

Tracey-BestersTracy Besters

Tracey, CEO and co-founder of SMSF Design Pty Ltd, is an accountant & financial adviser with a passion for SMSFs, who has specialised in SMSF advice for the past 16 years. Her BHAG (big hairy audacious goal) is to positively influence 100,000 SMSFs by 2020.  She trains accountants & financial advisers around Australia, and helps them to uncover all of the strategy opportunities for their SMSF clients.

William-LaisterWilliam Laister – Contango Asset Management

William has worked in the investment industry for over 30 years. His roles have included Resources Analyst, Head of Trading, Investment Manager, Senior Investment Manager – Resources and Head of Australasian Equities. William has been involved in resources analysis, portfolio construction and management throughout his career. He travels regularly throughout Australia reviewing greenfield sites, mining operations and growth opportunities for companies, especially energy, base metal, gold and precious metals companies listed on the Australian stock market.

Geoff-DriverGeoff Driver

Geoff is General Manager Business Development and Investor Relations for Australian Foundation Investment Company and for the other Listed Investment Companies in the Group – Djerriwarrh Investments, Mirrabooka Investments and AMCIL Limited. He has been with AFIC since January 2003 where his responsibilities include strategy, capital raisings, business development and marketing. He also sits on the Investment Committee and is a Director of AISC the group’s services company.  He has a Bachelor of Economics and Graduate Diploma of Finance.

Luke-JonesLuke Jones
As Product Manager Luke Jones is responsible for MLC’s retail life insurance products MLC Insurance and MLC Insurance (Super). In this role he is responsible for developing and growing the insurance product offering. In 2015 the products that Luke manages were recognised by Money Management/DEXX&R in their annual Adviser Choice Risk Awards; winning gold for Term / TPD Products and for Super Disability Income Product. MLC was also recognised as Life Company of the year. Luke is a life insurance specialist with over 16 years’ experience in the industry. He joined MLC / NAB in 2010, having previously worked at CBA in a range of product and management roles.

bev-malzard Bev Malzard
Bev Malzard has been a journalist for longer than she cares to admit. Her career was constantly interrupted when she was young as she was travelling and working around the world. Bev has worked across almost all titles of women’s magazines and has edited and written for travel magazines and tourism bodies. She is an award-winning writer and has been editor of Get Up & Go magazine for ten years and has guided it from a small, chatty magazine to a glossy, full-bodied magazine that has enough material to inspire anyone who likes a good holiday. The magazine is for ‘grown-ups’, the 55+ market which is travel savvy and ready to go.

mal-chenuMal Chenu
Mal Chenu is a travel writer who loves getting lost in foreign climes, which is quite easy as he has no sense of direction.

Simon-MakehamSimon Makeham
Simon is the owner of Cachewise & Makeham Financial Services. He is also Chairman of The Snowden Art Trust, and Directorof the Australian SMSF Members Association.

Nigel AbbottNigel Abbott
Nigel has been fortunate enough to have experienced a diverse and exciting career, which has seen him work in five countries across several industries. His time spent in professional sport positioned him well to tackle the many challenges of business plus an unwavering drive to succeed at whatever he does. Nigel is the co founder of SMEtv, a dedicated business channel that delivers empowering video content across the entire perspective of business.