INTRODUCTION BY MC

WELCOME FROM CHAIR

The landscape of tax, superannuation, and financial services is continually evolving. In this session, our technical team will guide you through the latest legislative and regulatory updates affecting the sector. Gain valuable insights from our experts to understand the implications of these changes for your practice and clients, ensuring you remain informed and prepared.

Recent developments and cases highlight how critical it is to get estate planning and SMSF succession integrated and right to avoid costly mistakes for loved ones. With many of our clients getting older, now is the time to focus on ensuring estate planning arrangements align with their wishes and financial goals. 

This practical session will explore key considerations and strategies, including: 

For accountants, understanding the nuances of CGT rollovers is essential to guiding clients through business restructures while ensuring compliance. This session will provide a practical exploration of key CGT rollover strategies, potential risks, and ATO focus areas, including: 

With a focus on real-world application, this session will equip you with the insights and strategies needed to navigate CGT rollovers effectively, mitigate risks, and provide sound tax planning advice.

With 30 June around the corner now is the time many clients will be wanting to maximize their super contributions. This session provides six practical tips and case studies to optimize your client’s super contributions while avoiding costly mistakes. We will explore the importance of timing the bring-forward rule, managing their total super balance, maximising the tax benefits of super contributions, avoiding pitfalls and more.

2025 is a red letter year for FBT. The ATO have an ever growing FBT Revenue gap to reign in and a significant gap in employers not registered for FBT. Too many employers, and their accountants, are blind to FBT. It is time to open the eyes before the ATO comes knocking. 

In this session we will focus on the outrageous positions taken by those registered for FBT and those not registered. We will highlight risks, share war stories and actual FBT audit experiences, and how these impact on employers, their current employees and former employees. We will cover a range of FBT industry issues from SME's, Charities & Not for Profits and Corporates. 

With significant changes on the horizon, staying ahead in pension planning is more important than ever. This session will equip you with the latest updates and strategies to help your clients navigate the evolving superannuation pension landscape. 

From the indexation of the general transfer balance cap (TBC) on 1 July 2025 to the ATO’s revised ruling on pension commencement and cessation, we’ll break down the key implications and uncover valuable planning opportunities. 

Join us for a practical deep dive into: 

Walk away with actionable insights to optimise pension strategies and ensure compliance in 2025 and beyond.  

With global mobility on the rise, understanding the tax consequences of ceasing Australian residency has never been more critical. This session will provide an in-depth analysis of the tax implications for individuals and businesses navigating residency changes, covering CGT exit rules, tax treatment of foreign income, and key ATO considerations. Gain practical strategies to ensure compliance, minimise tax liabilities, and optimise financial outcomes in light of evolving regulations. Perfect for accountants and advisers supporting clients through international transitions.

SMSFs offer unparalleled investment flexibility, but navigating complex structures can be challenging. While many funds stick to traditional assets like shares, managed funds, cash, and property, others explore alternative structures – particularly for property investments where such structures can be linked to fund members. However, before implementing such a strategy, trustees must tackle critical considerations, from super compliance risks to tax complexities.

This session unpacks the key issues, including: 

Join us to gain expert insights and practical strategies to navigate SMSF investment structures with confidence.

Artificial Intelligence (AI) and digital technology are transforming industries at an unprecedented pace, offering businesses new ways to streamline operations, enhance decision-making, and improve client experiences. In this session, George Haramis, CEO and Co-Founder of moneyGPS, will explore how both are reshaping financial services and how professionals can harness the potential of this technology to drive efficiency and innovation.

With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI, and digital technology in client engagement, compliance, and business scalability. Learn how techdriven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy.

Whether you're looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution. Don't miss this opportunity to gain expert knowledge on integrating AI into your business model effectively.

This panel session will explore the structural features of LIVs (LICs & LITs) and how the stability of the capital base that comes from a listed investment company structure with the company’s ability to retain income and smooth dividends are important elements for investors and their advisers. It will also examine the range of asset classes and strategies held within the structure and how portfolios across a range of assets and strategies can be structured.

Key discussion points will include:

Navigating engagements and disputes with the Australian Taxation Office (ATO) requires more than just technical tax knowledge—it demands a strategic understanding, good record-keeping, good preparation and a clear understanding of the ATO’s approach. This session will equip accountants and financial professionals with best practices for managing ATO engagements and effectively advocating for clients in engagements with the ATO.

The session will also cover recent trends in ATO audits and dispute resolution, ensuring practitioners are prepared to respond confidently and efficiently.

Whether you’re dealing with complex tax engagement or looking to pre-empt challenges, this session will provide practical guidance to help you achieve better client outcomes and minimise risk. 

In an era where digital tools and artificial intelligence are reshaping financial advice, the role of ethics and trust has never been more critical. This session, led by Dr Michelle Cull, will explore the evolving ethical landscape in financial advice, focusing on the intersection of technology, trust, and professional responsibility.

Drawing on the latest research and case studies, Dr Cull will examine the fundamental characteristics of trust in financial relationships and the ethical dilemmas including those posed by emerging digital tools and AI-driven decision-making. Attendees will gain insights into the major ethical challenges confronting financial professionals and practical strategies for ensuring compliance with the Financial Planners and Advisers Code of Ethics.

By engaging with ethical frameworks, reviewing key literature, and analysing contemporary case studies, this session will provide financial professionals with a roadmap to navigate the complexities of ethical decision-making in the digital age. Don’t miss this opportunity to strengthen your ethical practice and safeguard client trust in an increasingly tech-driven world.

Msquared Capital is a leading private lending fund manager dedicated to providing tailored financial solutions for investors and borrowers. We specialise in property-backed lending which provides investors with high-quality, risk-rated returns which are payable monthly.  We source and evaluate quality borrowers needing finance and match them with funding from one of our investment vehicles. Investors have a choice of investment return depending on their risk profile. Msquared Capital has loaned over $800m to borrowers since inception. 

  

In this session, we will discuss the key drivers behind the demand for the private credit market and why private credit continues to be a vital source of funding for businesses and a key part of an investor’s diversified portfolio.

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