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“Australia’s BIGGEST and BOLDEST business event for the world of accountancy and finance.”

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4000+ attendees  | 2500+ Partners/CEOs  |  150+ Exhibitors  |  100+ Speakers  |  46 Hours of CPD Education
Class Wealth Accounting Theatre
Are SMSFs central to your business? Would you like them to be?

Find out how you can increase the number of funds under management, reach new clients, streamline your processes and learn about the latest legislation in the Class Wealth Accounting Theatre, specifically designed for accountants and financial planners.

Class Wealth Accounting Theatre: 2017 Session Times

Tuesday - 21 March

10:30 am – 11:00 am

HOW TO ATTRACT NEW SMSF CLIENTS
SARAH PENN, Managing Director, Mayflower Consulting


It’s easy to spend too much on marketing and still not achieve results. This session provides an effective framework to review your current marketing and discover how to spend your time, effort and money for maximum results. Learn about four simple tools you can use to improve your marketing, and walk away with practical steps you can take immediately.

Key takeaways from this session:

• Find out how to stop wasting time on unproductive marketing
• Discover four (free!) new tools to give your marketing the edge
• Learn practical changes you can implement tomorrow

 

11:30 am – 12:00 pm

A ROADMAP FOR HIGHER EFFICIENCY IN SMSFS
BOB GRONEMAN, Chief Technology Officer, Class


Your clients want more from you and so does the ATO. These are forcing fundamental changes in SMSF administration and software design. The only way to meet the increase in requests on both sides is through automation and efficiency. Get the latest in improved SMSF workflows and the specific features coming to Class Super.

Key takeaways from this session:

• Learn about the ATO’s plans for increasing the frequency of data requests
• Find out how you can meet or exceed client’s expectations through smarter workflows
• Discover the latest thinking in efficiency and how you can apply it to your business

 

12:30 pm – 1:00 pm

CAN ROBOTS FILL THE ADVICE GAP FOR SMSFS?
MARIANNE PERKOVIC, Executive General Manager, CBA
DARIN TYSON CHAN, Founder & Publisher, Benchmark Media
RECEP PEKER, Research Director, Investment Trends
CHRIS BRYCKI, Founder and CEO, Stockspot


The idea of robo-advice for SMSFs seems contradictory to some. Aren’t SMSFs supposed to be self-directed investors? There is an argument that robo-advice can create a core portfolio at a cost that is attractive to fee-conscious SMSFs. Hear how robo-advice can help an SMSF business scale up to more clients.

Key takeaways from this session:

• Find out the potential use cases as well as the limitations of robo-advice
• Learn how to use robo-advice to reduce your internal costs
• Discover how to service smaller clients profitably

 

1:40 pm – 2:10 pm

DEVIL IN THE DATA: THE FUTURE OF DATA FEEDS AND WEALTH ACCOUNTING
KEVIN BUNGARD, CEO, Class


Data feeds are rightly billed as a fantastic innovation for portfolio administration, but feeds are only as good as the data that flows through them and the systems that catch it. This session shows accountants and administrators how to select the mission-critical systems that ensure data is timely, accurate and complete.

Key takeaways from this session:

• Learn about the expanding types of data feeds in SMSF and accounting
• Discover the impact an effective system can have on your practice
• Find out how to optimise data paths using best-practice workflows

 

2:30 pm – 3:00 pm

FLYING HIGH: HOW OUR SMSF BUSINESS MOVED TO THE CLOUD
JOEL SMITH, Sales Director, Class Super
KIM BIGG, Director, Perks


Thinking of moving your SMSF admin to a cloud based system but not sure where to start? In this on-stage interview an SMSF business owner shares their experience in making the transition from desktop software to the cloud and the lessons learned along the way. Bring your questions.

Key takeaways from this session:

• Learn about the steps involved in moving to a cloud program
• Discover the major dos and don’ts in pulling off an effective transition to the cloud
• Find out the impact of cloud-based systems on processes within this SMSF business

 

3:20 pm – 3:50 pm

FINANCIAL PLANNING AND ACCOUNTING: COMPETITOR OR COMPLEMENTER?
MATTHEW ROWE, Executive Director, My Accounts


How can accountants and planners better work together? The two groups have sometimes had a difficult relationship. Now they are increasingly joining forces and it can be unclear where the boundaries lie. Hear how financial planners and accountants can share clients without one side taking over or harming the client relationship.

Key takeaways from this session:

• Find out whether financial planners will take over accountants, or the reverse
• Discover how well financial planners and accountants perform in key skills
• Learn how both vocations can increase clients’ willingness to pay and therefore the size of the market overall

Wednesday - 22 March

10:30 am – 11:00 am

SMSFS AND ESTATE PLANNING IN A POST JUNE-2017 WORLD
TONY NEGLINE, Superannuation Leader, Chartered Accountants Australia and New Zealand


The $1.6 million transfer balance cap comes with many permutations and combinations. It will prompt most SMSF members to re-examine what happens to their super on death, or in the event of a disability or terminal illness. Find out how the cap will affect their existing estate planning arrangements and how to engineer the best result.

Key takeaways from this session:

• Discover if insurance inside super is still useful and for whom
• Work out if reversionary pensions are worthwhile
• Validate if paying pensions to minor children is still a good strategy

 

11:30 am – 12:00 pm

SUPER SHAKEUP: STAYING ON THE RIGHT SIDE OF THE NEW LEGISLATION
LIZ WESTOVER, Director, PricewaterhouseCoopers


The federal government recently introduced the most far reaching changes to superannuation in a decade. What do the changes mean for your SMSF clients and your business? What are the key measures you need to watch out for? Hear about the best strategies available to make the most of the new regime.

Key takeaways from this session:

• Learn how to quickly identify the clients most affected by the new rules
• Find out what the key decisions are to be made and when
• Discover the potential pitfalls of the new measures for your clients

 

12:30 pm – 1:00 pm

BEYOND SHARES: ALTERNATIVE INVESTMENTS FOR SMSFS
JONATHAN TOLUB, Director, InvestSense
ANDREW JONES, Head of Commercial Development, RateSetter
DAVID BASSANESE, Betashares
MARK BEVERIDGE, Director, Investment Committee Chairman., Quill Group


SMSFs have a heavy concentration of assets in shares and cash and are often advised to diversify. Arguably this is more important now than ever. Valuations of many traditional assets are looking stretched and future investment returns highly uncertain. What are the alternatives?

Key takeaways from this session:

• Discover which alternative investments suit the structure and risk profile of an SMSF
• Find out how you can get access to alternative investments
• Learn how to balance portfolios between alternative and mainstream investments

 

1:40 pm – 2:10 pm

GOING THE DISTANCE – THE LATEST SMSF RETIREMENT STRATEGIES
TRACEY WILLIAMS, CEO, Accurium


Running out of cash is the biggest fear for those entering retirement. Last year’s changes to super legislation make the issue an even greater minefield. What are the latest figures and research on adequacy in retirement? And what can you do to help your clients prepare?

Key takeaways from this session:

• Learn about the new age pension rules and what they mean for your clients
• Hear strategies on how to cope with the low returns environment
• Discover how to test your clients’ retirement plans more accurately

 

2:30 pm – 3:00 pm

THE THREE KEYS TO GROWING YOUR SMSF BUSINESS
TRACEY BESTERS, Co-Founder, SMSF Design


Accountants and advisers often lack the skills to attract new SMSF clients. If you are struggling with changing regulation, new technologies and shifts in the population of SMSFs, you are at risk of losing your existing clients. This presentation looks at the keys to growing revenues from your existing client base and strategies for winning new clients.

Key takeaways from this session:

• Learn how to provide valuable strategic advice to your SMSF clients
• Find out how to stand out from other providers
• Discover a more lucrative method to pricing your services

 

3:20 pm – 3:50 pm

INVESTING IN TURBULENT TIMES
HASAN S. TEVFIK, Credit Suisse


Self-managed super funds face a barrage of economic and market risks including rising economic protectionism, surging bond yields, frothy property markets and high global debt levels. This session will highlight the key issues SMSF investors and their advisers needs to be aware of.

Key takeaways from this session:

• Get up to speed on the key trends driving investment markets
• Learn the economic forces that will shape the future investment landscape
• Ensure your SMSF clients are informed of the factors that will influence their future wealth