SMSF Technical Strategy Day launches for 2025

With the Division 296 tax now in effect, SMSF advisers, accountants, auditors, and legal professionals must adapt to the seismic shifts reshaping the superannuation sector.

Momentum Media’s brand, SMSF Adviser has launched the 2025 SMSF Technical Strategy Day to offer professionals timely, critical insights to navigate this transformative period in superannuation.

Run with support from Principal Partner, Coinstash, the event will be held across October in Melbourne, Sydney, and Brisbane. Click here to buy tickets.

The high-impact event unites Australia’s leading SMSF experts to equip attendees with the insights, strategies, and tools needed to stay indispensable in a post-$3 million super tax world.

The SMSF Technical Strategy Day will feature sessions designed to uncover strategic responses to sweeping legislative change, sharpen advisory capabilities, and provide actionable tactics to protect and grow client wealth.

Speakers include:

• Liz Westover, partner, Deloitte
• Aaron Dunn, CEO and co-founder, Smarter SMSF
• Liam Shorte, managing director, Financial Planner and SMSF specialist adviser, SONAS Wealth
• Shelley Banton, head of technical, ASF Audits
• Phil Broderick, principal, Sladen Legal
• Peter Johnson, founder, Advisers Digest

Why attend?

The SMSF Technical Strategy Day will guide financial professionals through the next wave of change while delivering a masterclass in navigating the new compliance landscape to strengthen client outcomes.

The one-day event will delve into the Division 296 tax, offering exclusive strategies on navigating new thresholds and obligations, while exploring contribution planning, asset valuation, and estate structuring under a transformed legislative regime.

Attendees will leave the event equipped with practical and immediately applicable strategies to optimise tax outcomes, compliance, and succession planning.

The sessions include:

• Navigating the ever-changing SMSF landscape
• Navigating Div 296: Strategic planning for SMSF trustees
• Contribution strategies in a post-$3m super world: Managing caps to maximise benefits
• The impact of Div 296 on asset valuations
• Trust deeds, blended families, and death benefits: Legal considerations
• Rethinking property in SMSFs: Structure, tax, and strategic shifts after Div 296
• Optimising SMSF strategies for older clients: Navigating pensions and tax changes in 2025

The event will also provide a unique platform to expand your professional network and connect with leading advisers, auditors, legal experts, and trustees.

All SMSF advisers and accountants, financial planners, SMSF auditors, estate planning lawyers, and high-net-worth advisers are encouraged to attend.

The SMSF Technical Strategy Day will be held in the following locations:

• InterContinental Melbourne: Wednesday, 8 October
• Watersedge Brisbane: Thursday, 16 October
• Four Seasons Sydney: Friday, 24 October

Click here to buy tickets and don’t miss out.

To learn more about the event, including the agenda and speakers, click here.