SMSF Strategy & Tactics Workshop

Reform has changed the game plan. Master the strategies for the new environment.



SMSF Strategy & Tactics

Practical client strategies that work across your client base, not just for 1 client!

Maximise the strategic opportunities in the new superannuation environment

Know what your clients need to be doing now to get the most out of their retirement savings

The SMSF client conversations you must have


The SMSF Strategy & Tactics training day offers a step-by-step approach to better managing your client’s SMSF.


This workshop delivers the tactics appropriate for each stage of a fund’s life: from money in, to money out, and maximising the opportunities in between. Maximising money coming in, clever ideas for SMSF growth, and tax planning opportunities (estate planning).


 Who should attend?

Essential for anyone talking to SMSF clients - from Partners / Directors, compliance accountants wanting to stay ahead of the curve to planners and advisers considering the issues that need to be addressed when preparing their client’s accounts. 




Brisbane 18 May  |  Sydney 25 May  |  Melbourne 29 May  |  Perth 31 May


“If there was one training session you need to do, it’s this one!”

2017 Melbourne participant

Effective ways to bring money in

Superannuation contributions post 30 June 2017

  • Contribution planning in advance is now more important than ever
  • Member balance equalisation to manage transfer balance caps
  • Moving balances between members
  • In-specie contributions and joint ownership of assets
    • Making sense of the contribution caps
    • How they work in real life
    • Utilising the caps in the most effective way


Estate planning strategies and effective administration

  • What you MUST know about the ATO’s position on death benefits
  • The estate planning essentials to manage super reform
    • How restructuring pensions and account balances can affect your client’s estate planning
  • Reversionary pensions? Outcomes and pitfalls!
  • The non-negotiable steps you absolutely must follow
    • Death benefit nominations
    • Enduring powers of attorney
    • Corporate trustee shareholding and passing control


Maximising opportunities
within the fund

Property ownership inside SMSFs

  • Direct or through interposed entities – what’s right for your clients?
  • Property development - what’s really allowed


How to maximise the strategic opportunities in the new superannuation environment.


Are traditional pension 
strategies still viable

Transition to retirement pensions – are they dead?

  • Retirement phase TRIS vs. standard TRIS – tax outcomes you need to know
  • Why turning 65 is no longer only a retirement date

Structuring pension planning

More than just paying a pension – how structuring can maximise the opportunities.


  • Effective pension structures
  • Planning for tax components to be held in the right account – Pension or Accumulation
  • To segregate or not to segregate, that WAS the question – but where to now for ECPI?

Pre year-end client conversations 
you must have!

  • Contributions, pensions and lump sums - it's all in the paperwork
  • Last year's fund issues should not be next year's ATO issues!

So, what do you say?

Our Presenter

Garth McNally

National Training & Education Director, Merit Wealth
Garth has a wealth of knowledge and practical experience in superannuation. He is adept in the compliance requirements for practitioners, the technical requirements of the laws and regulations, and the very real impact on clients.
Often referred to as the ‘super man’, Garth is a recognised and in-demand presenter in the field. He is a specialist member of the SMSF Association and a regular writer and speaker on superannuation issues and strategies for the leading professional bodies and the Easton Investments group of companies - Knowledge Shop, Merit Wealth, and GPS Wealth.
Garth is an Authorised Representative (No.237620) of Merit Wealth Pty Ltd.



Members please log in from the registration page or register through the member-only website.

More on membership

Terms & Conditions 
All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 14 days or less of the event date under any circumstances. No credits are available less than 4 days prior to the event under any circumstances.

2018 Dates


Friday 18 May
Hilton Brisbane
190 Elizabeth Street, Brisbane


Friday 25 May
Radisson Blu Plaza
27 O'Connell Street, Sydney


Tuesday 29 May
Mercure Melbourne Treasury Gardens
13 Spring Street, Melbourne


Thursday 31 May
Duxton Hotel
1 St Georges Terrace, Perth



8:30am - 9:00am

9:00am - 5:00pm
Training day


Early Bird

For payments received by
Friday 20 April

$595 Member 
$665 Non-member


$695 Member 
$765 Non-member

PD Hours 8 (SMSFA accreditation points pending)  
Difficulty 3.5 /5  |  Resources Workbook included  |  Bring Your calculator