Agenda

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Sunday 16 September


Sunday 16 September

4.30 - 6.30pmWelcome drinks and early registration

Monday 17 September


Monday 17 September

8.15amRegistration and Coffee
9.30amWelcome and Introduction
Kevin Bungard, CEO, Class
9.45amPlotting a new course for the wealth accounting industry
Kevin Bungard, CEO, Class
10.15amKeynote: Reflections on the Royal Commission and likely changes
Chris Cuffe, Company Director & Investment Professional
11.00amMorning Tea
11.30amATO plans for SMSFs for the next 12 months
Dana Fleming, Assistant Commissioner SMSF, ATO
12.15pmStrategies for 2018/19
Meg Heffron, Head of Customer, Heffron SMSF Solutions
1.00pmLunch
Stream 1
Industry & Business A
Stream 2
Industry & Business B
Stream 3
Class Technical & Support
2.00pmHow technology is driving behavioural change.
Dale Crosby, Senior Adviser, High Tech Soft Touch
The sleeper issue in every SMSF... dealing with exit
Tracey Besters, SMSF Design
Class Support Clinic
- TBAR
2.45pmClass Product Direction
Joe Nalewabau, Chief Product Officer, Class
Identifying, discussing and managing Elder Abuse
Liam Shorte, Director, Verante Financial Planning
Partner Integration Showcase
- CloudOffis
- A.S.A.P. Advice
3.30pmAfternoon teaAfternoon teaAfternoon tea
4.00pmMaintaining a profitable firm
Daniel Jones, DMY Association
SMSF Sector Update
Peter Hogan, Head of Education & Technical, SMSF Association
Class Support Clinic
- Class Tips & Tricks
4.45pmNetworking drinks
6.30pmConference Dinner
with comedian Tom Gleeson

Tuesday 18 September


Tuesday 18 September

8.30amCoffee & Networking
Stream 1
Industry & Business A
Stream 2
Industry & Business B
Stream 3
Class Technical & Support
9.15amSegregation and ECPI: getting it right
Melanie Dunn, SMSF Techincal Services Manager, Accurium
What is Class Portfolio? Portfolio management for trusts, personal, company & partnerships
Joe Nalewabau, Chief Product Officer, Class
Class Support Clinic
- Moving to periodic processing
- Getting started with Class
10.00amA recap on a busy year - Class Super
Paul Li, Product Owner, SMSF, Class
Panel discussion: Future of platforms
Toby Potter, Chair, Institute of Managed Account Professionals
Class Support Clinic
- How Class supports ECPI changes
- Achieving a whole of wealth view
10.45amMorning TeaMorning TeaMorning Tea
11.15amSuperannuation and Estate Planning
William Fettes: DBA Lawyers
Upgrading SMSFs to more than two member Family Super Funds
Grant Abbott, Director, I love SMSFs
Class Support Clinic
- Business Consoles
12.00pmFuture direction - Class Super
Paul Li, Product Owner, SMSF, Class
Recommending an SMSF v Retail Super
Neil Sparks, National Manager, SMSF Strategy & Bryan Ashendon, Head of Financial Literacy & Advocacy, Capability and Conduct, Advice, BT Financial Group
Class Support Clinic
- Using APIs to extract Class data
12.45pmLunchLunchLunch
1.45pmThe recipe for a modern SMSF practice
Aaron Dunn, Smarter SMSF
New beginnings - starting and growing an SMSF business with Class Super
Kimberlee Brown, SMSF Director, H&R Block SMSF Solutions
The journey to professionalism
David Haintz, Global Adviser Alpha, brought to you by Dimensional
2.30pmWhat your competitors are doing, how it affects you (and should you really care?)
Glenn Poynton, Strategic Alliances Director
Customer Success Story: Fireside chat
Jordan Bevans, SMSF Operations Manager, Findex
Class Support Clinic
- Data Feeds
3.15pmOpportunities and Conversation
Kevin Bungard, CEO, Class & Michael Blomfield, CEO, Investment Trends
4.00pmConference Close: Coffee & Networking

Note: Agenda is subject to change

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