How the SMSFA helped shape the super reform process

Jordan George, head of policy, SMSF Association, and Peter Hogan, technical director of the SMSFA, will jointly host a session on the first day of the conference.

The session is an opportunity for delegates to gain a broad overview of the regulatory landscape subsequent to the introduction of wide-sweeping reforms to the super system at the 2016 federal budget.

For instance changes were made to contribution caps, the $1.6 million transfer balance cap was introduced and CGT relief for certain assets was also initiated.

This is the first technical session of the conference.

George’s component of the session will focus on a discussion of the super reform process over the last 18 months and how the association has played a role in that area. He will also explore how the superannuation system has changed and developed over time, including the progression of the most recent changes. The session will also look at how leadership changes have affected this process.

Participants will take a granular approach to examining all the issues that have arisen for SMSF members as a result of the new laws, and look at how the SMSFA helped shape debate and policy.

This is an essential session, given advocacy often takes place behind the scenes and members are not always able to access the insights and considerations that lead to policy decisions.

This session will address this and explore how the new laws came to be. Delegates will also gain an understanding of the influence they have through being a member of the association.