Webinar: Sitting Down with the SMSF Association
REGISTRATIONS OPENING SOON
As a precursor to what will be another spectacular event, sit down with the SMSF Association and get a taste of the conversation ahead of their 2026 National Conference next February.
SMSF Association’s CEO Peter Burgess, their Technical Manager Mary Simmons and Policy Manager Keddie Waller review 2025 and take a look at upcoming legislative changes and their potential to impact the industry.
Attendees not only gain foresight into what challenges lie ahead, but also understand how the SMSF Association is advocating for the industry’s interests.
Interested in hearing more from leading voices in the SMSF sector? Register for the SMSF Association’s 2026 National Conference next February. Find out more.
Meet the panellists:
Peter Burgess
CEO, SMSF Association
Peter Burgess is the chief executive of the SMSF Association. Prior to his appointment as CEO, Peter held the position of deputy CEO/director of policy and education with the industry body and is a previous association board member.
With over 30 years of industry experience, Peter is recognised as an authority on SMSF matters and government policy design. He is a widely published author and media commentator on SMSFs and is regularly sought for comment on the latest policy and sector developments. Through his contribution to the development of SMSF education standards, his government advocacy work and his commitment to professionalism and thought leadership, he has dedicated much of his career to improving SMSF advice competency standards and the vibrancy and credibility of the sector.
Peter holds an MBA from the University of Adelaide, an economics degree and postgraduate qualifications in finance. In 2016, in recognition of his outstanding contribution to the SMSF sector, he was awarded the SMSF Association’s Chairman’s Award. In June 2021, he achieved Fellow Member status with the association, recognising his significant commitment, leadership and contribution to both the organisation and the SMSF sector.
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SMSF Trustee Empowerment Day 2025
Digital sessions are coming soon. JOIN DIGITAL EVENT HUB REGISTRATION
SMSF Trustee Empowerment Day is an event that aims to provide individuals who manage their own super fund with the latest market developments and information through an
SMSF lens.
Attendees will have the opportunity to learn about the most current legislative, compliance and strategic issues affecting them.
The SMSF Association will again partner with smstrusteenews in 2025 to provide delegates a full-day seminar packed with plenty of networking opportunities.
Registration rate: Digital Recording – $49
The current SMSF landscape
Stay informed about the latest post-election outcomes affecting SMSFs. Darin Tyson-Chan will delve into the recent election’s impact on the SMSF landscape. Gain insights into how new legislative changes and regulatory updates may influence their strategies and compliance requirements.
It’s your super, but not yet…
Fabian Bussoletti will address the growing issue of illegal superannuation access. Highlighting the serious consequences for SMSF trustees, it will dispel the misconception that loans to members can be used as an alternative to withdrawing superannuation, while also covering related super investment rules. Attendees will gain a clear understanding of the preservation rules and explore legitimate conditions of release available to SMSF members. The session aims to equip trustees with the knowledge needed to ensure their fund remains compliant and avoid costly mistakes.
The ins and outs of SMSF death benefits
While it may seem easy, planning for and dealing with SMSF death benefits often causes problems. During this practical session, Tracey Besters will cover the five crucial areas for you to consider in order to protect your family and your wishes when you are no longer around. We will look at a range of scenarios, some war stories and also some of the less common requests trustees and members might make.
ATO SMSF essential insights and regulatory update
In this session, Paul will examine the recent trends in relation to new fund registrations, what the ATO is doing to help trustees understand their legal responsibilities and obligations so they enter the system well informed and the risks associated with getting involved with schemes and scams. Given the current public discussion on the government’s proposed Division 296 tax, this session will also cover the importance of fund compliance regarding asset valuations, lodgement and the illegal early access of super.
Hot SMSF topics
Discover how the recent election result could impact your SMSF. Engage with our expert panel and get your questions answered in real time. This interactive Q&A panel session will provide valuable insights into the legislative, compliance, and strategic issues affecting SMSFs. Don’t miss this opportunity to stay informed and make the most of your self-managed super fund.
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