Within a growing SMSF sector, it is a relatively small industry of professionals that connect across many different professions. Forging working relationships and friendships across the sector, when an industry colleague needs help, it’s time to stand up and provide much needed hope.

Brooke Hepburn-Rogers is a SMSF Specialist and Registered Tax Agent with 15+ years industry experience, based in Canberra. She is much loved by her clients, as the Founder and Managing Director of Foxton Financial, but also by her many friends within the SMSF industry. Brooke also commits her time towards being a volunteer firefighter with the ACT Rural Fire Service (RFS) Volunteer Brigades Association.

Brooke, at the age of 41 was diagnosed with stage 4 Gliosarcoma – an incurable, brain cancer. Having worked through 7 weeks of radiation, and 10 weeks of chemo, she has learnt about immunotherapy treatment that is not currently available in Australia. Therefore, she is travelling to Germany to get the help she needs.

Brooke needs to raise $50,000, and as an industry the best way we could help was to host an event, run entirely by people prepared to donate their time and resources to help give Brooke the chance she needs.

We’ve put together 3 of Australia’s most recognised SMSF specialists to provide a fully accredited CPD event (3 hours) in the hope that we can raise at least $20,000 for Brooke. Our speakers will provide valuable insights into the latest topics, issues and strategies you need to be considering with your SMSF clients.

Help make a difference by registering for this event, whilst we help to keeping your CPD ontrack in the lead up to 30 June.

For more information about Brooke’s story, visit https://www.gofundme.com/f/MuchNeededHope


10:00am Welcome
Helen Molloy
10:15am Session 1 – SMSF update for the year ahead

Aaron Dunn

In this session, Aaron will explore a range of technical and regulatory updates currently impacting the SMSF sector, helping you to understand important changes and the actions required with your SMSF clients, including:

  • Changes to TBAR reporting from 1 July 2023 for SMSFs
  • Update of the proposed NALE amendment to apply from 1 July 2023
  • Considerations of the indexation of the transfer balance cap
  • Various other ATO & regulatory updates
10:50am Session 2 – Impact of the Government’s additional tax for high balance SMSF members

Meg Heffron

In this session, Meg will take you through the impact of the proposed $3.0m high balance threshold where the Government will impose an additional 15% tax.

She will be exploring:

  • How the calculation will apply
  • What adjustments need to be made for net contributions and withdrawals
  • Considerations in calculating a member’s TSB
  • What else needs to be considered for your impacted SMSF clients
11:30am Short break (MC)
11:40am Session 3 – Death complicates things

Scott Hay Bartlem

In this session, Scott will explore a range of recent case law impacting the SMSF sector and what it means in respect to the payment of super death benefits, dealing with fund succession and the lessons you can apply with your clients

  • Member v death benefit considerations
  • Can a BDBN provide for reversionary pensions? And why you might consider it?
  • Recent case law lessons on dealing with missing or incomplete fund documents.
12:20pm Panel Q&A

Miranda Brownlee (SMSF Adviser), Meg, Aaron & Scott

12:50pm Wrap-up & presentation to Brooke
1:00pm Close
SMSF Adviser CPD points

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