ANNUAL ADVISER TRAINING DAYAND SMSF CONFERENCE15 AND 16 MARCH 2018

MERCURE HOTEL BRISBANE85-87 NORTH QUAY, BRISBANE

TRUSTS - BACK TO BASICSTHURSDAY 15 MARCH

1:15 pm REGISTRATION FOR SMSF CONFERENCE

1:30 pm WELCOME AND INTRODUCTION

SESSSION 1SMSF UPDATE Scott Hay-Bartlem, PartnerClinton Jackson, Partner

2017 was once again a big year for SMSFs. In this session, we will analyse the major changes and the impacts for you and your clients.

SESSION 2 BINDING DEATH BENEFIT NOMINATION WORKSHOPScott Hay-Bartlem, PartnerClinton Jackson, PartnerHayley Mitchell, Senior Associate

Binding death benefit nominations are commonly used, particularly where there is a SMSF. This workshop will consider when to use them, when they are dangerous, and drafting and trust deed traps.

SESSION 3WHAT YOU NEED TO KNOW ABOUT PENSIONS IN SMSFSScott Hay-Bartlem, PartnerClinton Jackson, PartnerHayley Mitchell, Senior Associate

Paying pensions from SMSFs is now a fundamental part of our superannuation system. But there are many traps.

This session will discuss:

• should pensions be reversionary• trusts deeds and pensions• why do we care about pension documents• timing of pensions• the operation of transfer balance caps. N.B. Afternoon tea will be available during these sessions.

5:00 pm DRINKS AND CANAPES

8:30 am REGISTRATION FOR TRUSTS - BACK TO BASIC

9:00 am WELCOME AND INTRODUCTION

9:05 am SESSION 1TRUSTS - BACK TO BASICSScott Hay-Bartlem, PartnerMurray Shume, Senior Associate

Trusts are a fixture of the Australian business and investment landscape, and we often take them for granted. This year we will take a deeper look at trusts to enhance your ability to work with them.

Topics will include:

• what different types of trusts are there, how do they work and when should I use them

• trust deeds - how important are they and what should I look for

• fixed trusts - what are they and when do I need one• documenting distributions• family trust elections• trusts and estate planning• child maintenance trusts• special disability trusts• superannuation proceeds trusts

10:30 am MORNING TEA

11:00 am SESSION 2TRUSTS - BACK TO BASICS (continued)Linda Tapiolas, PartnerCarly Fradgley, Special Counsel

12:30 pm LUNCH & NETWORKING

ANNUAL SMSF CONFERENCETHURSDAY 15 MARCH

‘Always topical and relevant.’ Chris Morris, Advivo Accountants and Advisers - Adviser

Training Day 2017

‘All very relevant and useful to my super requirements.’

Bruce Sperling, Sperling Accounting - SMSF Conference

‘Really good variety of topics that are all really relevant to our clients in public practice.’ Claire Roberts, Hoffman Kelly Chartered Accountants - Adviser Training Day 2016

ADVISER TRAINING DAYFRIDAY 16 MARCH

11:45 am SESSION 4GST ON RESIDENTIAL PROPERTY SALES – SOON TO BE THE BUYER’S PROBLEMFletch Heinemann, Partner

But it will also affect developers! In the last budget, the Gov-ernment announced that buyers of new residential premises or new residential subdivisions would pay GST directly to the ATO. In this session, Fletch will explain what sales are af-fected and what traps advisers need to navigate around – for both developer and buyer clients.

12:30 pm SESSION 5USING SMSFS IN PROPERTY DEVELOPMENTClinton Jackson, Partner

The third session in this series will discuss how to use SMSFs in property development. Yes, there are options! But there are also traps to avoid.

1:15 pm LUNCH & NETWORKING

2:00 pm SESSION 6PANEL DISCUSSION - TOP TAX TIPS FROM 2017

Our tax team will discuss their top tax tips from 2017.

2:45 pm AFTERNOON TEA

3:15 pm SESSION 7 Division 7A - Fixing stuff ups and where might we go from here?Linda Tapiolas, Partner

Division 7A has been with us for 20 years but there are inevitably times we come across problems, often after we take over a file. So what do you do when it has gone wrong? And what may be changing and how do you prepare for it now?

4:15 pm DRINKS AND CANAPES

8: 30 am REGISTRATION FOR ADVISER TRAINING DAY

8:40 am WELCOME AND INTRODUCTION

8:45 am SESSION 1PASSING ON THE FAMILY FARM OR BUSINESSScott Hay-Bartlem, Partner Hayley Mitchell, Senior Associate

Family farming and business enterprises present special issues for succession, not least because of family dynamics. We are seeing this more and more as successful families consider how to do this efficiently. But every family is different.

In this session, we will use case studies from our files to illustrate how family enterprises can pass through families.

9:45 am SESSION 2ROLE OF FAMILY LAW FINANCIAL AGREEMENTSGenevieve Dee, Partner

The pre-nup is alive and well in Australia. They have uses well beyond people entering into a relationship and play a vital role in family enterprises. So how can your clients use them?

10:30 am MORNING TEA

11:00 am SESSION 3PROPERTY DEVELOPMENT - IS IT INCOME OR CAPITAL?Sarah Dewar, Senior Associate

Whether the proceeds of a property development are taxable as income or capital depends on a range of factors. In this session, we will use case studies to show how and when we can obtain the best results for our clients.

ANNUAL SMSF CONFERENCETHURSDAY 15 MARCH

The Mercure Hotel Brisbane is in the heart ofthe city with spectacular views of the riverand Southbank Parklands.The 4 star hotel features 194 rooms, arestaurant, bar and a short walk to Brisbane’sbusy Queen Street mall.

Secure parking is available at the Mercure.A discounted rate of $36 per vehicle per24 hours. Parking is also available at 40 TankStreet car park, King George Square car parkand The Myer Centre car park

For further information on accommodationoptions, visit www.mercurebrisbane.com. au

Mercure Hotel

Murray ShumeSenior associateRevenue, tax and tax disputes

Sarah DewarSenior associate Revenue, tax and tax disputes

Scott Hay-BartlemPartner Revenue, tax, superannuation and estates

Clinton JacksonPartner Tax, superannuation, commercial and estate planning

Genevieve DeePartnerFamily law

Hayley MitchellSenior associateEstate planning, administration and disputes

Fletch HeinemannPartnerRevenue, tax and tax disputes

Linda TapiolasPartner Revenue, tax and commercial

Carly FradgleySpecial CounselEstate planning

MERCURE HOTEL BRISBANE - 85-87 NORTH QUAY, BRISBANE CITY

MEET THE SPEAKERS

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