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VIC/NSW/SA SMSF Discussion Group
Date: Tuesday 19 December 2023
Time: 12.30pm to 2.00pm
Online via Zoom
Agenda will be available on the website soon.
The group provides a valuable forum for service providers to self-managed superannuation funds, which represent approximately 33% of total superannuation assets, to openly raise and discuss issues and to share experiences relating to any superannuation matter that may concern the members, beneficiaries, trustees and the operation of these funds.
While small funds are the primary focus of the Group, the Group is in a unique position among all ASFA discussion groups in that its participants deal directly with fund members. This member focus assists in identifying important issues that affect all super fund members, not just members of SMSFs.
The Group regularly raises policy issues, including those concerning compliance, taxation, legislation and investment, which affect the superannuation industry as a whole.
Julie has more than 30 years of experience in the superannuation industry as a technical specialist, consultant and client services manager. Julie is responsible for the provision of superannuation technical information, specialising in small funds.
Julie is passionate about helping people with the technical aspects of super, keeping it simple and in helping practitioners provide quality services to their clients. She is a regular speaker at industry conferences and training events and is a regular contributor to industry publications.
Julie is a Fellow and accredited SMSF Specialist Advisor™ with the SMSF Association, a Senior Fellow of Finsia and a Fellow of ASFA. Julie was awarded the SMSF Association’s 2020 Chair Award for outstanding contribution to the SMSF industry.
Liz Westover is a Partner and the National Lead for SMSFs at Deloitte Australia. She is responsible for the success of the firm’s SMSF service offering providing compliance and consulting services to the firm’s clients.
Liz has extensive experience in superannuation, having previously held positions at PwC and as Head of Superannuation at Chartered Accountants ANZ.
She has strong capabilities on the technical application of superannuation and associated tax laws. She is a regular commentator on superannuation issues with mainstream and social media and has authored blogs and articles on superannuation and related issues for many years.
Liz has been heavily involved in superannuation policy development and advocacy, regularly liaising and consulting with Government, regulators and stakeholders on technical, legislative and policy matters.
She is a Fellow Chartered Accountant, CA SMSF specialist and holds a Master of Legal Studies from the University of New South Wales and a Bachelor of Business from the University of South Australia.
Tuesday 19 December 2023
12.30pm to 2.00pm
Online via Zoom
Attendance at an ASFA Discussion Group qualifies for one Continuing Professional Development (CPD) point for members of ASFA’s Professional Accreditation Program.
For all enquiries, contact ASFA Member Services.