1. SMSF
StRAtEgy FORuM
gENERAtiONAl WEAlth
ANd RiSk MANAgEMENt
StRAtEgiES FOR
Melbourne 16 November 2010, Rydges Hotel
Sydney 17 November 2010, Star Room
tRuStEES
 Next generation SMSFs – the family super fund
 Managing SMSF governance
 Estate management within SMSFs
 6 + CPF
 Risk and succession management
 Early Bird 29 October
 Anti-detriment and SMSF funding

2. agenda
8.30am • Setting strategic family plans
11.50am
• Maintaining governance & other
Registration and arrival tea or coffee managing disputes within smsfs
structural entities
TransformaTional • What sorts of disputes arise in
• Leading the advice process
SMSFs and where are the pressure
family super funds • Case study Project managing the points?
SMSF – scope of work
• How can advisers help to resolve
9.00am Session
disputes, and what are the legal
options and constraints?
next generation smsfs – conducted by:
Scott Fitzpatricks • What can be done to reduce the risk
The enduring family Chairman of disputes arising?
superannuation fund (efsf) Fitzpatricks Australia
• Case study ‘Dispute-proofing’ a fund
Family super funds are the current through tailored voting rights
in-vogue vehicle of choice for many 10.30am
families looking to better manage their Session
wealth. The next generation of these Morning tea and exhibition conducted by:
takes into account intergenerational Heather Gray
wealth transfer and improved estate esTaTe managemenT Partner
planning. wiThin smsfs DLA Phillips Fox
The road-map for transitioning SMSFs
to EFSFs will take many forms and in 11.00am 12.40pm
our first session we set the scene for
how some successful families and their Blended families and risks Lunch and exhibition
key advisers are transitioning SMSFs to
to smsfs risk and succession
EFSFs.
• Having identified the potential managemenT
• Explaining an Enduring Family
dangers - what are the opportunities
Super Fund from concept through to
to enhance family protection?
structure
• Examining mechanisms to lock in
1.30pm
• Points of difference from SMSFs
control but allowing for future needs
investment joint ventures
• Case study Clients better suited for
• Linkages between SMSF/Will between smsfs
an Enduring Family Super Funds
Contracts/Binding Financial
Agreements In this practical session we will discuss
Session the ability and conditions for-which two
conducted by: • Update on current challenges before SMSFs can enter into an investment
Ken Raiss the courts joint venture, focusing on:
Director
Chan & Naylor • Case study Blended Family and • Structures for joint ventures
SMSF/Will Contract
• Compliance and governance
9.45am Session • Tax treatments of capital gains
conducted by:
managing smsf governance Mark Robinson • Case study Borrowing for
Associate Solicitor property development & funding
In our second session we challenge the Ocean Legal arrangements
position of SMSF advisers to play more
of a significant role in project managing Session
high-level strategic advice. conducted by:
Peter Bobbin
We will focus on high-level family Principal Partner
governance and structuring issues Argyle Lawyers
within the SMSF framework,
including:

3. 2.10pm anTI-deTrIMenT
and SMSF FundIng
Investment succession
within SMSFs
3.20pm
An aging population will support a
greater focus on intergenerational Capitalising on reserves and
wealth transfer through the use of anti-detriment Payments
an SMSF, as beneficiaries more than
within SMSFs
ever will be closer to retirement age
themselves. Anti-detriment payments are a powerful
— but often overlooked strategy. Many
With the current benefits that can be
advisers and trustees shy away from
obtained within the superannuation
them due to lack of knowledge. In this
environment, it is expected to see
practical session we will cover:
assets held within a SMSF for long
periods of time and build ‘family’ wealth • The fundamentals “must know”
across many generations. This session rules and how to add value to
SMSF
will focus on the important aspects of trustees
investment succession to ensure an
• How anti-detriment
effective transfer of wealth from within
deductions integrate with
a SMSF.
reserves, the contribution
• Investment succession strategies
within SMSFs – What are they?
caps and future income
tax benefits STraTegy ForuM
How do they work?
• Practical case studies generaTIonal WealTh
• Aligning asset allocation and and rISk ManageMenT
investment styles across generations Session STraTegIeS For
conducted by: TruSTeeS
• Implementing changes in investment
Warrick Hanley
policy
Director
SMSF Education
Session
conducted by: network Partners
Aaron Dunn
Director
4.20pm
The SMSF Academy Managing clients’ business risk
via insurance in SMSFs
Followed by panel diScuSSion
In this practical session we will
The new investment world – outline how "business partners"
can use insurance within Super
moving with the times
as a protection vehicle when it comes
panellist include: to planning succession management,
Andrew Switajewski, Ian will focus on:
Managing Director, • Frameworks for business
Swita Investment Management succession within the SMSF context
Colin Peterson, Director, • Structures for holding insurance
Linear Asset Management event Supporters
• ATO background and strategy
Other panelists TBC
Session conducted by:
Session moderated by: aaron dunn, Ian Glenister, Principal, Glenister & Co
director, The SMSF academy
5.00pm
3.00pm
close of forum
afternoon tea and exhibition

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