• Networking Event

The Super Playbook 2025

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May 23

$900.00

The Institute of Financial Professionals Australia and The Auditors Institute are proud to co-host The Super Playbook 2025, an unmissable event designed for professionals working in tax, superannuation, and SMSF Audits sectors.

This cutting-edge conference is tailored for registered SMSF auditors, tax advisors, and superannuation professionals, offering unparalleled opportunities to enhance your expertise and stay ahead in a rapidly evolving industry.

 

Key topics

  • Valuation of assets
  • An expose of the most commonly discovered/reported compliance issues
  • Incapacity and death benefits – an auditor’s perspective
  • Regulatory roadmap: Navigating super law and regulations
  • Unlocking SMSF benefits: The right way
  • The catch with contributions

 

Why Attend The Super Playbook 2025?

  • Expert-Led Sessions: Expert Presenters: Learn from industry leaders who will break down the
    latest tax rules and audit strategies.
  • Strategic Networking: Build connections with professionals and thought leaders in the SMSF and finance sectors.
  • Professional Development: 6 hours of CPD to advance your career while gaining valuable knowledge and skills.

 

Register now to secure your place!

EARLY BIRD PRICE
Members – $370+GST    | Non-Members – $520+GST

TPB CPD Hours: 6 hours |  Legislated CPD Hours: To be confirmed

 


Meet our esteemed speakers

 

Shaun La Motte

Head of strategic advice and planning
NEO Super

 Shaun specialises in providing advice to individual clients and business entities regarding superannuation legislation, pensions, and planning for retirement. An expert in the technical intricacies of superannuation legislation and related tax areas, Shaun presents regularly at industry forums has presented for the CPA Australia’s Congress series and was awarded the SMSF Advisor of the Year at the 2017 SMSF and Accounting Awards.

 

 

 

 

Natasha Panagis

Head of superannuation and financial services
Institute of Financial Professional Australia

Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia’s financial services industry.

 

 

 

 

Stuart Sheary

Senior Technical Services Specialist
Institute of Financial Professional Australia

Stuart has over 20 years’ experience in financial services and is a regular presenter and author of technical literature covering super, social security and SMSFs. Prior to joining IFPA he worked at Insignia Financial and Colonial First State providing technical support to advisers.

His qualifications include a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP) member of the Financial Advice Association Australia and SMSF Association Specialist (SSA).

 

 

More distinguished speakers will be announced soon—stay tuned for updates!

Details

23 May 2025

$900.00

Hyatt Regency, Sydney Australia 161 Sussex Street
Sydney, NSW 2000 Australia
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Tickets

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The Super Playbook 2025-Early Bird
$ 900.00 Excl. GST
Unlimited