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.
- Legislative and regulatory updates affecting super and SMSFs
- Contribution strategies and the traps that trigger compliance breaches
- Illegal early release and how to respond when it occurs
- Conditions of release and how to distinguish between common but misunderstood scenarios
- Real-world cases and client dilemmas, explored in a practical panel with insights from the coalface
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.
meet our esteemed speakers
MC: Graeme Colley
Ambassador
Auditors Institute Ltd
Moderator for the upcoming Super Playbook 2025, helping guide discussions and insights that shape the future of the industry.
Graeme Colley, a highly respected leader in the superannuation and SMSF sector, has been appointed as an Ambassador for the Auditors Institute. Known for his deep technical expertise, passion for education, and strong advocacy for SMSFs, Graeme brings decades of industry experience and a trusted voice to this newly created role. He is committed to advancing the Institute’s mission of providing a unified and independent voice for auditors, especially in the superannuation space. As the sector faces increasing complexity and risks, Graeme’s involvement will help highlight the vital role of quality auditing in safeguarding retirement savings.
Natasha Panagis
Head of superannuation and financial services
Institute of Financial Professional Australia
Natasha Panagis is a wealth management specialist with over 20 years of expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, and more. A trusted adviser and thought leader, she simplifies complex financial concepts for professionals through media commentary, industry conferences, and training workshops.
She actively shapes Australia’s financial services industry by engaging with regulators and policymakers to influence reforms. Passionate about education, Natasha contributes technical insights to enhance financial literacy and professional excellence.
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).
Peter Bobbin
Consultant Lawyer
Peter Bobbin is a leading legal veteran in superannuation, trusts, taxation, and estate planning. With over 38 years of experience, he has been at the forefront of modern superannuation, advising on every major change along the way. A sought-after speaker, Peter is passionate about giving back and proudly serves as a Charity Trustee for the Future2 Foundation.
Recognized as the 2015 Tax Advisor of the Year (SME) by the Tax Institute, Peter is also a past Australian Chair of the Society of Trust and Estate Practitioners. A former university lecturer and accountant, he fluently speaks both “accountant’ease” and “legal’ease.”
Mailene Wheeler
Director, Superannuation Advisory
Vincents
Mailene is a superannuation specialist with extensive expertise in SMSF taxation, administration, retirement planning, estate and succession planning, contributions, LRBAs, and compliance. Passionate about empowering individuals to take control of their super, she collaborates closely with clients and their advisers to provide tailored strategies. Mailene believes there’s no such thing as a dumb question when it comes to super and is committed to educating and guiding clients through their superannuation journey.
Ashley Course
Director
ARC Super
Ashley is one of Australia’s most prolific SMSF audit trainers having provided SMSF audit training to professional accounting bodies and thousands of accountants over the years. Ashley has also developed SMSF audit tools and software for a number of software providers and accounting firms, and is the creator of the ARC Super SMSF Audit Toolkit, a comprehensive audit tool used by hundreds of SMSF auditors throughout Australia.
Location
📍 Location: Hyatt Regency, Sydney, Australia
Date: 04 July 2025
look back at our recent successful event
