Annual Adviser Training Day & SMSF Conference

19 - 20 March 2020

  • Download program
  • Register now

13

LEGAL EXPERTS

9

SESSIONS

12

HOURS OF CONTENT

12

CPD POINTS

Join us for the 11th Annual Adviser Training Day and SMSF Conference in Brisbane over two days in March 2020.

Designed for accountants, financial planners, lawyers and other professional advisers, the full two-day program is packed with updates, information and practical tips. Find out about the latest developments and how they will affect you and your clients in the year ahead.

 

Who is the conference for?

The conference program is specifically designed for:

  • accountants
  • financial planners
    • lawyers
  • other professional advisers.

What are the benefits?

Advisers who participate in the conference can expect to:

  • hear from leading legal experts
  • access networking opportunities
  • gain up to 12 CPD points, with sessions accredited through the SMSF Association and Financial Planning Australia.

SMSF and FPA

Event details

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Date

Thursday 19 & Friday 20

March 2020

 

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Venue

Grand Chelsea Ballroom

Mercure Hotel

85-87 North Quay, Brisbane

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Speakers

13 + legal experts

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Topics

9 sessions

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CGW and Tax

Introducing the 2020 program

I am delighted to invite you to Cooper Grace Ward's Annual Adviser Training Day and SMSF Conference, to be held on 19 and 20 March 2020 at the Mercure Hotel Brisbane!

Our exciting two-day program will bring you up to date on major developments that have affected advisers over the past 12 months or will affect advisers in the future, with a range of sessions hosted by speakers from our expert team.

 

Now in its 11th year, the conference is designed to answer the common questions we receive from advisers, as well as provide insights and practical tips on what advisers and their clients can expect in the year ahead.

 

Download the conference program or register for the conference using the buttons below. If you have any queries, please contact a member of our team or our Events Adviser Ellie Bailey on +61 7 3231 2918.

 

I look forward to seeing you at what promises to be another successful conference for 2020!

 

Scott signature and title

Program highlights

19

March

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Thursday program

 

  • Workshop on restructures, including CGT and duty concessions
  • SMSF update and the impact on your practice
  • Developments in LRBAs, transfer balance caps, death benefit payments,
    NALI and NALE, and so much more!

 

20

March

Events - audience seminar

Friday program ---

 

  • Managing complications in multi-owner structures
  • Sleeper international tax issues that can arise for you and your clients
  • Taxes targeting trusts - what do you need to know when advising on trusts?
  • Common mistakes in asset protection strategies
  • Hot tax topics for 2020!
Download program

What previous attendees say

Hear from our past attendees about the Adviser Training Day and SMSF Conference, and the ongoing support they receive from Cooper Grace Ward.

 

 

We come every year, we bring our team. It's a pretty cost-effective way to get some professional development and learn a lot about the areas that affect our clients. Great practical examples, really get you thinking about ideas for your clients and we love the presenters and the facilities are always great.

Samara Badgery & Mark Stewart

Integrity Chartered Accountants and Business Advisors

The content is much more practical, there's a lot of case studies, there's a bit of humour in the presentations. I feel that it's a very good investment of my time and my money for the resulting CPD in a very affordable amount compared to a lot of the conferences out there.

Damian Ebzery

Lifestyle and Investment Planning Solutions

Really love the practical examples that we're getting because that's how we learn to apply when we get back into the office.

Mary Politylo

APC Chartered Accountants

We've been coming here as a firm for the last five years and have worked with Scott and his team. The conference is very informative and they bring the hot topics, theory and practical solutions all in one. It’s a great day.

Cameron Wilson

HW One

Our speakers

SHB-1

Scott Hay-Bartlem

  • Partner

Revenue, tax, superannuation and estates

Fletch

Fletch Heinemann

  • Partner

Revenue, tax and tax disputes

Clinton

Clinton Jackson

  • Partner

Tax, superannuation, commercial and estate planning

Linda

Linda Tapiolas

  • Partner

Revenue, tax and commercial-

Graham

Graham Roberts

  • Partner

Litigation and dispute resolution

Justine

Justine Woods

  • Partner

Family law

Sarah

Sarah Lancaster

  • Special Counsel

Revenue, tax and tax disputes

Hayley

Hayley Mitchell

  • Special Counsel

Estate planning, administration and disputes

Murray

Murray Shume

  • Special Counsel

   Revenue, tax and tax disputes

Steven

Steven Jell

  • Senior Associate

Superannuation, estate planning and administration

Keeghan

Keeghan Silcock

  • Associate

Revenue, tax, commercial and superannuation

Alex Hawkins-2

Alexander Hawkins

  • Associate

Estate planning, administration and disputes

Caitlin-3

Caitlin McKenna

  • Lawyer

Revenue, tax and tax disputes

Book your seat now

Don't miss out on this important overview of the changes coming in 2020.

Register now

Days

Hrs

Min

Sec

Registration costs

Thursday

$350

  • Thursday adviser sessions

    Social function Thursday evening

    Electronic copy of materials from Thursday

    Day catering

    Up to 5 CPD points

  • Friday adviser sessions

Register now

Friday

$350 

  • Friday adviser sessions

    Social function Friday evening

    Electronic copy of materials from Friday

    Day catering

    Up to 6 CPD points

  • Thursday advisers sessions

Register now

Both days

$590 

  • Thursday adviser sessions

    Friday adviser sessions

    Electronic copy of materials from all sessions

    All social and networking functions

    Day catering

    Up to 12 CPD points 

  •  
Register now

Can’t see the registration option you are looking for? Please contact us at events@cgw.com.au to find out more.

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