Events

SMSF Trustee Empowerment Day 2025

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SMSF Trustee Empowerment Day is an event that aims to provide individuals who manage their own super fund with the latest market developments and information through an SMSF lens.

Attendees will have the opportunity to learn about the most current legislative, compliance and strategic issues affecting them.

The SMSF Association will again partner with smstrusteenews in 2025 to provide delegates a full-day seminar packed with plenty of networking opportunities.

Registration rate: IN PERSON EVENT – EARLY RATE $85 (normally $98)

The current SMSF landscape

Stay informed about the latest post-election outcomes affecting SMSFs. Darin Tyson-Chan will delve into the recent election’s impact on the SMSF landscape. Gain insights into how new legislative changes and regulatory updates may influence their strategies and compliance requirements.

It’s your super, but not yet…

Fabian Bussoletti will address the growing issue of illegal superannuation access. Highlighting the serious consequences for SMSF trustees, it will dispel the misconception that loans to members can be used as an alternative to withdrawing superannuation, while also covering related super investment rules. Attendees will gain a clear understanding of the preservation rules and explore legitimate conditions of release available to SMSF members. The session aims to equip trustees with the knowledge needed to ensure their fund remains compliant and avoid costly mistakes.

The ins and outs of SMSF death benefits

While it may seem easy, planning for and dealing with SMSF death benefits often causes problems. During this practical session, Tracey Besters will cover the five crucial areas for you to consider in order to protect your family and your wishes when you are no longer around. We will look at a range of scenarios, some war stories and also some of the less common requests trustees and members might make.

Hot SMSF topics

Discover how the recent election result could impact your SMSF. Engage with our expert panel and get your questions answered in real time. This interactive Q&A panel session will provide valuable insights into the legislative, compliance, and strategic issues affecting SMSFs. Don’t miss this opportunity to stay informed and make the most of your self-managed super fund.


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SMSF Professionals Day 2025

Missed the event? You can still register to access the session recordings.

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* Session recordings can be accessed for 6 months.

Join us for a comprehensive day of superannuation insights and strategies to build, preserve, and access your retirement wealth. We’ll kick off with an update on the latest superannuation changes, including any super related implications from the Federal election and any announcements out of a Federal Budget. Our expert-led sessions will delve into maximising tax concessions, optimising contributions within the rules, and accessing your super to make the most of your retirement savings. The day concludes with an engaging Q&A session.

Registration rate: $480+GST

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Building Smart ETF Strategies for SMSF Portfolios

Global X webinar_12 Mar

Missed the live event? Access the recording here.

The Australian exchange-traded fund (ETF) market has grown by 37.3 per cent in the past year to $206.2 billion across 380 products. ETF manager Global X, with over $9 billion in assets under management in Australia and 39 ETFs listed on the ASX, is at the forefront of growth in this investment sector.

Join us for a webinar hosted by Global X senior product and investment strategist Marc Jocum, where he will outline how to build smart ETF strategies for SMSF portfolios.

                                                                                                                                                                                                                         
Presenter:

Marc Jocum

Marc Jocum 

Global X Senior Product and Investment Strategist

Marc joined Global X in 2023 and is a key contributor to the product, strategy and research teams, with responsibilities including investment research and ETF analysis to facilitate market insights, product development, investment strategy and portfolio construction. Marc has a decade of experience in the industry, previously working at Stockspot, Morgan Stanley, AMP and KPMG. Marc holds a Bachelor of Business from the University of Technology, Sydney (UTS), a Diploma of Financial Planning, and has completed CFA Level 1.

During the webinar, Marc covers:

1. What ETFs are and what their benefits are for SMSFs,
2. Key considerations when building an ETF strategy, including investment goals, costs and tax,
3. Choosing the right ETFs, including types of funds, asset allocation and diversification,
4. Monitoring and rebalancing, and
5. Risks to consider.

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