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SMSFA (Self Managed Super Fund Association) Technical Summit 2021

July 21, 2021 @ 8:30 am - July 22, 2021 @ 4:30 pm AEST

National Elder Abuse Conference 2022

The SMSF Association Technical Summit 2021 program comprises 3 keynote addresses and 3 concurrent streams offering a choice between 5 practical workshops (attend up to 4) and 8 technical sessions. Some workshops will be repeated during the course of the Summit so delegates will have the ability to construct a conference program tailored to their own individual needs and interests.

Workshops will be 90 minutes in duration and will focus on issues of growing importance in the SMSF sector and the application of strategies. Day 1 will include:

TECHNICAL SESSION: How Clients Deceive You About Their Decision Making Ability
4:20 pm – 5:15 pm

Technical Session 4

Speaker: Dr. Jane Lonie – Consultant Clinical Neuropsychologist, Autonomy First
Speaker: Michael Perkins – Principal Lawyer, Autonomy First

Professionals can only assume the decision-making capacity of a client while it is reasonable to do so. Capacity is a relative, not binary concept. Once you are faced with a capacity evaluation trigger, what comes next? Decision-making ability (the capacity to make decisions), once a capacity assessment trigger is present must be evaluated in the context of the task or decision to be performed.

This session will arm participants with practical tools to help them evaluate the demonstrated decision-making ability of their clients in a number of settings.

Clinical neuropsychologists tell us an early symptom of cognitive decline is a lack of insight. One of the last abilities to decline is language and sociability.

This session will explain what is a capacity assessment trigger and what we consider is prudent practice when you are faced with such a trigger. This session will also explore the evidence you should react to when concluding you are dealing with a competent client.

Due to COVID-19, Summit delegate numbers will be capped at 500 so Fellow and Specialist members are strongly encouraged to register early to secure their seat. Once the delegate capacity has been reached no further Summit registrations will be permitted.


SMSFA Self Managed Super Fund Association
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RACV Royal Pines Resort Gold Coast
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