22/03/2026
Today, we continue our Speaker Spotlight series, showcasing the calibre of the people on stage and the practical guidance you can take straight back into your practice. Each spotlight will introduce a featured presenter and the session they will deliver, so you can plan your time, target the topics most relevant to your work, and arrive ready to get maximum value from two days of straight-talking education, clear takeaways, and peer-to-peer insight.โฃ
โฃ
๐๐๐๐
๐๐๐๐ญ๐ก ๐๐๐ง๐๐๐ข๐ญ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ : ๐๐ฏ๐จ๐ข๐๐ข๐ง๐ ๐๐ข๐ฌ๐ฉ๐ฎ๐ญ๐๐ฌ ๐๐ง๐ ๐๐ซ๐จ๐ญ๐๐๐ญ๐ข๐ง๐ ๐๐ฅ๐ข๐๐ง๐ญ ๐๐ฎ๐ญ๐๐จ๐ฆ๐๐ฌโฃ
Death benefit planning is an area of practice involving significant legal and administrative risk, where errors can have lasting consequences. This plenary session examines the wide range of issues that can arise on the death of an SMSF member and explains why proactive, well-considered planning is essential.โฃ
โฃ
Drawing on real-world case studies, the session will explore the critical decisions and arrangements that should be addressed before a member dies. It will highlight how effective planning can add significant value to an SMSF and its beneficiaries or, if overlooked, create serious difficulties for surviving trustees, beneficiaries and SMSF practitioners. The discussion will focus on key issues that arise after a memberโs death, such as trustee discretion, beneficiary choice, incapacity, trust deeds and death benefit documentation, trustee duties and conflicts of interest, and will consider how these issues may be further complicated by proposed measures such as Division 296.โฃ
โฃ
The session will provide advisers with a practical framework to identify and manage SMSF death benefit and estate planning risks, helping ensure client intentions are carried through and outcomes are protected when it matters most.โฃ
โฃ
๐๐๐๐ ๐๐จ๐ง๐๐๐ซ๐๐ง๐๐ & ๐๐ฑ๐ฉ๐จโฃ
โฃ
This is a two-day, practical programme built for professionals who want timely legislative updates, real-world guidance, and a strong network around them. No fluff, no nonsense, just the kind of content that helps you do the job properly and protect your clients and practice.โฃ
โฃ
๐๐ญ๐ญ๐๐ง๐ ๐ฒ๐จ๐ฎ๐ซ ๐ฐ๐๐ฒโฃ
โฃ
Choose the format that suits your work and location:โฃ
In-person at Crown Melbourne for the full conference and Expo Hall experienceโฃ
Online to access the education from wherever you areโฃ
โฃ
๐๐ก๐๐ญ ๐ญ๐จ ๐๐ฑ๐ฉ๐๐๐ญ ๐๐๐ซ๐จ๐ฌ๐ฌ ๐ญ๐ฐ๐จ ๐๐๐ฒ๐ฌโฃ
โฃ
๐๐๐ซ๐ง ๐๐+ ๐ก๐จ๐ฎ๐ซ๐ฌ ๐จ๐ ๐๐๐โฃ
A concentrated learning opportunity designed to help you meet your annual requirements with confidence.โฃ
โฃ
๐๐ฐ๐จ ๐ฌ๐ญ๐ซ๐๐๐ฆ๐ฌ ๐จ๐ ๐๐จ๐ง๐ญ๐๐ง๐ญโฃ
Focused sessions across tax, superannuation and financial advice, covering what matters right now and whatโs coming next.โฃ
โฃ
๐๐ฑ๐ฉ๐จ ๐๐๐ฅ๐ฅ ๐๐๐๐๐ฌ๐ฌ (๐ข๐ง-๐ฉ๐๐ซ๐ฌ๐จ๐ง)โฃ
Meet trusted industry partners and leading solution providers showcasing the tools, services and solutions that support efficient, compliant, profitable practices.โฃ
โฃ
๐๐๐ง๐ฎ๐ข๐ง๐ ๐ฉ๐๐๐ซ ๐๐จ๐ง๐ง๐๐๐ญ๐ข๐จ๐งโฃ
Built-in networking opportunities throughout the programme, plus social moments to continue the conversation beyond sessions.โฃ
โฃ
๐ ๐ฉ๐ซ๐๐ฆ๐ข๐ฎ๐ฆ ๐ฏ๐๐ง๐ฎ๐, ๐ฆ๐๐๐ ๐๐๐ฌ๐ฒโฃ
Crown Melbourne offers convenience, comfort, and the right setting for two days of learning and connection.โฃ
Platinum members attend freeโฃ
โฃ
If you are a Platinum member, your two-day ticket is included at no additional cost. You will receive a separate email shortly containing your exclusive registration code to secure your place at the event.โฃ
โฃ
If you are not currently Platinum, consider upgrading now to secure maximum value and attend the conference as part of your membership.โฃ
โฃ
Register now and secure your place (in-person or online). https://ifpa.com.au/institute-of-financial-professionals-australia-2026-conference/
