The 2009 SMSF Forum

Small Independent Superannuation Funds Association

Proudly Presents

The 2009 Self Managed Super Funds Forum

This timely, one-day forum will bring together leading practitioners, planners, advisers and trustees to discuss, debate and ultimately determine effective strategies for self managed super funds in this most challenging economic environment.

Key topics include

• Future policy direction for self-managed super funds
• ATO audit activities
• Super strategies for clients under cash flow pressures
• Ensuring effective superannuation compliance
• Unit trust strategies & uses post June 2009
• Estate Planning
• Related party acquisitions: lessons from unusual cases
• National Tax Liaison Group Super Technical Review
• Innovative use of reserves for SMSFs
• Using your SMSF as a host for your insurance
• Structuring under the superannuation borrowing provisions

Keynote Address:
Stuart Forsyth, Assistant Commissioner, Superannuation, Australian Tax Office

Featuring in-depth analysis, advise and strategic insight from:

• Michael Lorimer, Director, Managed Financial Strategy Chair, SISFA
• Rob Jeremiah, Principal, Harwood Andrews Lawyers
• Craig Fishburn, Director, Fishburn Consultancy
• Scott Hay-Bartlem, Partner, Cooper Grace Ward
• Mark Wilkinson, Partner, Deloitte Touche Tomhatsu
• Darren Kingdon, Technical Director, Planwealth
• Neal Dallas, Special Counsel, McCullough Robertson
• Peter Bobbin, Principal, Argyle Lawyers

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