SMSF Adviser magazine held their annual SMSF Summit in November 2017 at the Park Hyatt hotel in Melbourne. The event consisted of two parts- the SMSF conference during the day and the inaugural SMSF and Accounting Awards in the evening.


The conference, which was attended by our own David Beattie and Stacey Burns, aimed to equip financial planning and accounting professionals with technical strategies to help build, protect and manage the wealth of their clients.

The awards, which aimed to recognise excellence in the SMSF advice and accounting professionals, was attended by staff members from both the financial planning and accounting teams due to David being nominated as one of the finalists for SMSF and Accounting Professional of the Year.

The event was well attended by both Melbourne-based and regional firms. We were entertained by comedian Marty Fields and enjoyed a sumptuous three course meal.

The competition was fierce, and unfortunately David was beaten out for the award in his nominated category, but it was still an honour for him to be recognised by his peers for his hard work and achievement in the field.