Agenda

Registration & Networking

MC Introduction

SMSF Technical Update

The SMSF landscape is shifting fast and staying compliant has never demanded more precision. In this headline session, Aaron cuts through the noise to deliver a sharp, practical briefing on the policy, legislative and regulatory changes reshaping trustee obligations right now. From Division 296 and CGT election strategies to the new prohibition on residential LRBAs, UK pension‑age reforms and emerging ATO positions, this session arms advisers with the clarity they need to navigate 2026’s most significant SMSF developments with confidence. The session will explore: The latest considerations with the new Division 296 laws including CGT election decisions, and updated ATO guidance Updates on Bills and other key changes including with family and domestic violence, UK pension-age reforms for ROPS, Details on the new prohibition on residential LRBAs, linking to the Business Real Property definition, what it means for grandfathered arrangements and more. Impact of recent case law and ATO private binding rulings impacting SMSFs.

DIV 296

With Division 296 firmly in the spotlight, this keynote session will cut through the complexity and answer the questions on everyone’s mind. Hear expert analysis on what the proposed changes could mean for SMSF members, advisers, and the broader retirement savings framework.

Morning tea and networking

Contributions Update

Stay up to date with the latest developments impacting SMSF contribution strategies and planning opportunities. This session will explore key legislative changes, contribution caps, compliance considerations and practical insights to help advisers and trustees maximise outcomes while navigating an evolving regulatory environment.

Property Keynote: Navigating the New LRBA Reality

The axis of the SMSF lending world has shifted. In this keynote, Richard Chemsworth from BlueStone gives advisers the clarity they need to operate confidently in the new LRBA environment. Richard will break down the practical implications of the residential LRBA prohibition from supporting SMSF residential purchases already progressing to settlement, to outlining exactly what remains permitted from 10 August, through to helping existing LRBA clients manage their loans in a fundamentally changed lending landscape. This fast, focused update equips advisers to respond decisively, protect client outcomes and stay ahead of a regulatory shift that is reshaping SMSF property strategy.

Property Panel Session

Following on from Richard Chesworth of Bluestone's keynote presentation, join our panel of industry experts as they take a deeper dive into the SMSF property sector and the key trends shaping the market. This engaging discussion will explore investment opportunities, lending considerations, regulatory developments and strategies for helping SMSF clients navigate an evolving property landscape with confidence.

Lunch and networking

Alternative Assets Keynote

Olivia Long delivers a sharp, practical look at the rise of alternative assets in SMSFs, from crypto and bullion to high‑yield cash offers. She’ll unpack the he strategies that offer 7× returns, 36‑month capital guarantees, as well as discuss how to grown your SMSF cash asset with a compliant allocation with returns up to 4% growth per month with term deposits. Long will also outline compliance traps and red flags every adviser needs to recognise. This session gives trustees and professionals a clear, grounded view of what’s genuinely permissible, what’s high‑risk, and how to safeguard SMSFs in an increasingly crowded alternative‑asset landscape.

Alternative Assets Panel session

As SMSF investors continue to seek diversification beyond traditional asset classes, alternative investments are becoming an increasingly important part of the conversation. Join our expert panel as they explore emerging opportunities across private markets, infrastructure, credit and other alternative assets, while discussing the benefits, risks and key considerations for SMSF trustees and advisers. In this session Olivia Long, from SMSF Ai, will examine why trustees are looking beyond traditional shares, cash and residential property and what must be understood before acting. She will look at alternative assets like crypto currencies and private credit not just from a compliance perspective but also what due diligence trustees and their advisers should undertake. This session will give you the framework from which to investigate whether alternative assets will fit with your investment portfolio.

Afternoon tea

Death Benefits and Division 296: Navigating the New Legal Landscape

Division 296 is set to reshape how advisers, trustees and executors approach death benefits within SMSFs. In this session, Business Depot Legal Director Neal Dallas will unpack the structural changes emerging under Division 296, including how death benefit strategies may need to be redesigned, the practical minefields executors could face during estate administration, and why estate planning must be integrated when implementing strategies to manage future Division 296 exposure. This session will equip practitioners with the legal insight needed to protect members, beneficiaries and estates in an increasingly complex regulatory environment.

MC and Event Close