Highlights from the 2022 SMSF Association Technical Summit

<p>Valuable insights and key takeaways from some of the expert speakers at this year’s Technical Summit.<br /> <br /> Hosts Aaron Dunn and Miranda Brownlee speak to Cooper Grace Ward Lawyers partner Scott Hay-Bartlem and chair of the SMSF Association about his session which examined the difference between tax and super advice, legal advice, and personal advice. <br /> <br /> Scott highlights the importance of professionals carefully scoping the advice they are providing and ensuring the clients understand that scope.<br /> <br /> Colonial First State head of technical services Craig Day touches on some of the key points from his session, which explored the opportunities and issues stemming from the recent 1 July work test changes.<br /> <br /> Australian Executor Trustees senior technical services manager Julie Steed provides an update on what SMSF professionals should be doing for clients with legacy pensions with the two-year amnesty looking unlikely at this stage.<br /> <br /> SMSF Association deputy chief executive and director of policy and education Peter Burgess discusses his recent appointment as chief executive of the SMSF Association, commencing next March. He also provides a brief recap from his legislative update. </p>