Home' SMSF Professionals Association of Australia : SPAA Yearbook 2013 Contents 60.SPAA.2013
State Chapter updates
SPAA's Northern Territory Chapter was launched in September 2012, with a luncheon provided for the Northern Territory's 19 members
(seven SSA and 12 general members). Input was received from the members as to how the Northern Territory Chapter would best
serve professionals in the Northern Territory, with member education and networking opportunities being identi ed as our highest
The Northern Territory Chapter has since held four technical sessions, including a half-day roadshow, to provide educational
support to our members. We are proud to have also facilitated the advancement of three general members to SSA status since our
In partnership with the Financial Planning Association, the Northern Territory Chapter held a social Christmas function for our
members, and members have taken advantage of networking opportunities through our technical events.
SPAA Northern Territory State Chapter Chair
continued on page 62
The Queensland Chapter has continued to enjoy strong interest in State Chapter and
Sub-Chapter events and presentations throughout 2013.
Early in the year, Toowoomba became the state's fourth Sub-Chapter, largely
thanks to the e orts of Terri Loy and Jahna Koehler. This Sub-Chapter has a steady
core of members who have consistently supported events in recent years, and who
have now built a strong local network on the Darling Downs.
Following the National Conference in February, each of the south-east
Queensland Chapter and Sub-Chapters hosted local events in April, with Bendigo
Bank presenting on 'superannuation and the ageing population', and David Busoli
presenting on 'residency rules'.
The State Technical Conference in late July attracted members from all parts of the
state, and was an excellent forum at which to be updated on current technical issues,
as well as to network with our like -minded colleagues. The conference was so well
attended that we will be looking for a larger venue in 2014.
The main focus throughout the year at the Chapter and Sub-chapter levels
has been with the regular discussion groups. These give our local members
an opportunity to engage with others on a range of current issues, in an open
discussion format where all can participate. This year, discussion groups have been
held on a quarterly basis, with the same topic or theme being discussed at each
venue. And rather than being a "sit and listen" style, the groups have seen active
discussions and exchanges of ideas, leading to greater networking between local
SPAA Queensland State Chapter Chair
The South Australian State Chapter has continued to grow its membership in 2013,
and we now have over 230 members, with 112 specialists.
The South Australian Chapter committee members are focused on hosting
events that deliver value-added, SMSF-speci c educational content and networking
opportunities. Our goal is to increase member engagement with SPAA and create a
cohesive local SMSF community, contributing to SPAA's stated objectives of raising
the standard of advice provided by professionals within the SMSF industry.
This year, we have decreased our reliance on interstate guest speakers by exposing
local specialist talent across professions within the SMSF industry, such as legal,
accounting, audit and specialist SMSF administrators.
We run three at-cost breakfast sessions per year, along with three complimentary
sessions in the SPAA House boardroom, and encourage our members to contribute
to our events with suggestions of topics of interest to them.
This year, we hosted two additional events: one was a combined professional
association retirement workshop in conjunction with FINSIA and ASFA -- "The
retirement challenge, securing sustainable outcomes" -- at which Graeme Colley,
Jeremy Cooper and Professor Michael Drew presented. We also celebrated the 10th
anniversary of SPAA by inviting our 10-year members to a lunch acknowledging
their contribution to the success of SPAA, recognising that the engagement and
contribution of members is what makes great organisations.
On behalf of the South Australian Chapter, we congratulate SPAA on its 10th
anniversary, we thank our members for their ongoing commitment to the
organisation, and we will continue our work to deliver local events of interest to the
members, and increasing advocacy of SPAA.
SPAA South Australia State Chapter Chair
New South Wales
1046 registered attendees at
New South Wales State Chapter
and Sub-Chapter events in 2013
The SPAA New South Wales State
Chapter and Sub-Chapters relished their
most productive year in history, the
high point being our 10-year "Cocktails
at the Quay" celebration event, held on
Level 26, AMP Building, Circular Quay
The sole focus of the New South
Wales State Chapter and Sub-Chapters
is to provide a range of networking and
educational opportunities for SPAA
members and other SMSF professionals,
so your support and feedback is very
important to us.
To assist with this focus, a Chapter
and several Sub-Chapters have been
established in the Sydney CBD, Western
Sydney, Chatswood, Central Coast,
Hunter, Northern New South Wales, and,
most recently, the New South Wales
The Chapters operate only through
the hard work and commitment
provided by their committee members
and guest speakers, and with this in
mind I would like to acknowledge
and give thanks for the contributions
from all the committee members and
presenters throughout 2013.
What's in store for 2014? In my 15
years as an SMSF professional I have
never felt such an air of fervour in
our sector; with this enthusiasm, the
necessity for specialist advice has never
been so crucial. I would encourage all
members to continue their support
of SPAA in its endeavour to raise
the standard of advice provided by
professionals within the SMSF Industry.
We look forward to welcoming you to
our 46 Chapter events in 2014.
Adam Goldstien, SSA
SPAA New South Wales
State Chapter Chair
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