TAP SMSF Groups
A TAP SMSF Group is an independent group of partners and managers in charge of superannuation and SMSF matters in accounting and advisory firms.
Facilitated by Rob Pillans, the overall aim is to promote a culture of best practice. It provides a safe forum for discussing issues and opportunities in your firm and to step back from the day to day and work on your business rather than in it.
What to expect
Each group meets twice per year from 9am to 1pm and attendance can contribute towards professional development obligations for CAANZ, CPA and IPA members.
Rob builds an agenda for each meeting and shares ahead of time, with members guiding some of the content.
There is a lot of discussion, information flows, ideas are brainstormed and exchanged, problems are solved, awareness is created, people are educated and horizons are broadened.
There is usually a special topic for each meeting where we go deep and this may involve a guest presenter.
Each firm presents a status update and shares any ideas the think would be useful for the group. They also ask questions of the group to get the benefit of the collective wisdom in the room.
Members note down all manner of ideas and action points gleaned from the meeting.
We also discuss some of the articles that Rob has curated from local and international sources on topics of interest for firm owners and managers.
The meetings are usually from 9am to 1pm with morning tea and lunch provided.
Once per year we do a benchmarking of firms to help with learning from each other.
The TAP SMSF NSW Group next meets on Thursday 17 August 2023 from 9am to 1pm in the Sydney CBD.
The TAP SMSF QLD Group next meets on Wednesday 16 August 2023 from 9am to 1pm in the Brisbane CBD.
The investment to participate is $500 + GST per firm per half year, which allows you to have two team members participate.
Feedback on TAP SMSF groups
“TAP SMSF Group allows me to connect with my peers, see what other firms are doing and to collaborate on current issues. I always leave our meetings with ideas on how to improve our processes and feeling reassured that we are not alone in navigating this constantly changing space.”
Justine Wilson, Director Altus Financial
“TAP SMSF group is a great forum for like-minded professionals to discuss current issues their practices are facing and processes that they have introduced to continue to meet their clients’ needs in the constantly evolving superannuation space.”
Darren Chinnappa, Associate Director, Superannuation Division, Nexia
The TAP SMSF group meetings are an excellent resource for hearing from other small to medium practices what’s happening in our profession. It’s a great platform for sharing any new developments, whether they be how to deal with the ever changing SMSF legislation and regulations, new software or how to ensure that we are recovering our costs for increased compliance. I would highly recommend it to any accountant working in the SMSF area.
Paul Hareb, Partner Imagine Accounting