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Program

As the brochure is still being finalised please see below for the program. You will need this to complete your online registration form to select your concurrent sessions. More information on the various session will be made available shortly. However, if you have any queries regarding the sessions, please don't hesitate to contact the SPAA Office on 08 8212 5999.

Streams

A: Compliance, Administration, Audit and Legal
B: SMSF Strategies, Financial and Estate Planning
C: Financial Markets, Investment Strategies and Trend in SMSFs

Wednesday, 17 February

Chairman's Opening Address Sharyn Long
Session 2A An update from the Commissioner of Taxation Michael D'Ascenzo Session 2B An Interview Tony D'Aloisio and The Hon Chris Pearce MP
Session 3 Ruling and announcements update Peter Burgess
Concurrent Session 4A Tax agents' legislation changes Chair of the Tax Agents Board	Concurrent Session 4B Capital gains tax and estate planning Gordon Cooper	Concurrent Session 4C SPAA research into SMSFs Professor Ralf Zurbrugg & Andrea Slattery
Session 1 Conference Opening The Hon Chris Bowen MP
Concurrent Session 5A Different ways to apply small business concessions Garry Payne	Concurrent Session 5B To trust trusts or to not trust trusts, that is the Super question Peter Bobbin	Concurrent Session 5C Australian Economic Update Dr Shane Oliver
Session 6 Strategy - Pensions Meg Heffron

Thursday, 18 February

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Session 7 Investors: Worried or confused? Linda Elkins & Patricia Curtin
Session 8 Cooper Review - Interview Jeremy Cooper with facilitator Alan Kohler

	Concurrent Session 9A Sailing through an audit Belinda Aisbett	Concurrent Session 9B Investing though unit trusts - strategies for ungeared and unrelated unit trusts Suzanne Mackenzie	Concurrent Session 13C Compulsory annuities - a debate Catherine Nance
>>>>>>>>>>>>>>>>>>>	Concurrent Session 10A Excess contribution tax - fact, fiction and remedies David Shirlow & Tony Simmons	Concurrent Session 10B Value and opportunities in Aged Care Advice Louise Biti	Concurrent Session 10C Investment strategies - making it real Nathan Baker and Warrick Hanley
	Concurrent Session 11A Current issues in superannuation dependency Heather Gray	Concurrent Session 11B Gearing strategy session Peter Hogan	Concurrent Session 11C Asset allocation modelling and SMSF style products William Keenan
	Extra Lunch Session Pathways to specialisation Peter Burgess
	Concurrent Session 12A Defined benefit pensions Graeme Colley	Concurrent Session 12B Reserves - the keys to driving strategy in a SMSF Grant Abbott	Concurrent Session 12C Going paper-less in the paper filled world of running a SMSF John Dee & Mark Boyse
	Concurrent Session 13A Sole Purpose Test Chris Ketsakidis	Concurrent Session 13B Strategies Workshop Michael Fitzpatrick	Concurrent Session 13C Maximising leverage using SAS Act borrowing/instalment warrant rules Daniel Butler and Chris Malkin with facilitator Tony Rumble
	Concurrent Session 14A The Elgin Marbles and Eduring Powers of Attorney Stephen Bourke & Graeme Colley	Concurrent Session 14B Superannuation contribution strategies Jemma Sanderson	Concurrent Session 14C International Markets: how world markets are faring and how SMSFs can accress them with ETFs Robin Bowerman
	Session 15 Superannuation Think Tank

	Friday, 19 February
	Session 16 Fraud - what you should look for Gary Gill
	Concurrent Session 17A Henry Review - Interview TBA	Concurrent Session 17B The interaction between inter vivos and testamentary estate planning models Bernie O'Sullivan	Concurrent Session 17C Retirement modelling Professor Graeme Hugo
	Concurrent Session 18A But I promise I'll pay it back...! Cindy McDonald	Concurrent Session 18B In-specie contributions Daniel Fry	Concurrent Session 18C Ethical, SRI, Charitable and Philanthropic investments - do they make sense in a SMSF? Chris Cuffe & Michael Walsh
	Concurrent Session 19A WRAP accounts/ SMAs/ IMAs Eric Wang, David Waappelt & Sharyn Long	Concurrent Session 19B Business real property Richard Friend	Concurrent Session 19C Marketing for success in SMSFs Carolyn Baker & Jason Neave
	Session 20 Future Gazing... five global megatrends Graham Rich, Publisher, PortfolioConstruction Forum
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	Please note: The conference program may be subject to change at the discretion of the SPAA Conference Committee.