Castle Corporate SMSF Borrowing Seminar

Thursday 3rd March 6.15pm (6.30 start) - Beau Monde International Hotel

Please join us for an event that will provide valuable information on Self-Managed Superannuation Funds and their ability to borrow. Spend an evening listening, learning and discussing this topical issue hosted at the gorgeous Beau Monde International Hotel.

You will be treated to an overview (past, present, and future) from Andrea Slattery (CEO SPAA), followed by a legal summary from Tim Browne (Castle Legal), rounded off by a practical discussion from Brett Kenny (Rogerson Kenny, SPAA). End the night with refreshments and a fine selection of canapés, whilst mingling with your industry peers and discussing your questions with presenting experts.

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Andrea Slattery B Acc, M Comm, CPA-FPS, SSA SMSF Specialist Advisor™

Andrea is the Chief Executive Officer of the SMSF Professionals’ Association of Australia Limited (SPAA). 

She has worked in the financial services industry for over 20 years and has established herself as an authority in the field of SMSFs. Her passion for the industry and its self-regulation is one of the reasons for SPAA’s inception and subsequent recognition as the peak professional body for the SMSF sector. Andrea Slattery is the face and voice of the association. 

Currently, Andrea is significantly involved in the SMSF sector, building integrity, best practice standards for advice, education, and advocacy of the SMSF industry through her participation in and membership of committees including the following:

• Australian Government’s Superannuation Advisory Committee (SAC)
• Australian Coalition’s Superannuation Advisory Group (SAG)
• Future of Financial Advice Expert Advisory Panel (FOFA)
• Future of Financial Advice Peak Consultative Group (FOFA)
• ATO SCC Education and Communications Committee (SSCE&C)
• Adelaide University International Centre for Financial Services (ICFS) – Board
• ATO Superannuation Consultative Committee (SCC)
• ASIC Financial Services Executive Consultative Committee (FSECC)

Andrea will draw on her wealth of experience and knowledge in the industry to speak on the history and technical aspects of SMSF borrowing, and more importantly will offer her insights into the future of the sector. Her close proximity to governmental policy formation, and strong relationships with those involved, will ensure you walk away from a highly valuable presentation.

In addition to membership of the plethora of committees and consultative bodies listed above, Andrea has recently been appointed to the ‘Stronger Super Peak Consultative Group’ which will assist Government implement reforms in response to the Cooper Review from December last year. This will no doubt be a point of interest in her discussion.

Brett Kenny B.Ec., FCA,  SSA SMSF Specialist Advisor™

Brett is a Partner with Rogerson Kenny, a firm of Business Accountants based in the Eastern Suburbs of Melbourne.

He became involved in Self-Managed Superannuation Funds in 1983 and has continued this involvement to the present day; he is currently the Chairman of the Victorian Chapter of SMSF Professionals’ Association of Australia Limited (SPAA). 

Brett and his firm have had considerable involvement with SMSFs and "limited recourse borrowing arrangements", formerly known as "instalment warrants".

These arrangements offer marvellous opportunities for the right clients with an appropriate profile, however simple errors can unfortunately result in very costly and undesired outcomes.

Brett’s presentation will focus on practical real-life aspects of these SMSF borrowing arrangements. Of particular interest will be some of the problems his own clients have encountered, presented in the engaging and entertaining format of "Top 20 Tips & Traps". Particular attention will paid to Brett’s experience with the major banks and issues dealing in other States.

Anyone considering advising of these arrangements should attend this seminar, and even if only one of these practical lessons saves you or your clients from making a costly mistake, it will have been well worthwhile attending.

Tim Browne LIV Accredited Business Law Specialist, FTIA and FBA Accredited Advisor

Tim is the Director - Principal of Castle Legal, a boutique commercial law firm associated with Castle Corporate. Tim is a Law Institute of Victoria (LIV) Accredited Specialist in Business Law, a Fellow of the Taxation Institute of Australia, and an accredited advisor with Family Business Australia. Tim has practiced law since 1973, initially in South Africa then in Ballarat since 1988. Tim was a partner of BJT Legal as head of its business Law department until the end of 2007. He was engaged by Harwood Andrews on special assignment prior to Joining Castle.

Tim will discuss the legal aspects of SMSF borrowings, and how this will affect you and your clients' decisions.

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