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2026 TAG Super and Tax Strategies Day [In-person & Online]

Tuesday, Jul 21, 2026 at 8:45 AM to 5:00 PM AEST

RACV City Club, 501, Bourke Street, Melbourne, VIC, 3000, Australia

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Event Information

Tuesday, Jul 21, 2026 at 8:45 AM to 5:00 PM AEST

RACV City Club, 501, Melbourne, VIC, 3000, Australia.

2026 TAG Super and Tax Strategies Day.

Australia’s longest-running superannuation seminar continues to evolve, responding to the increasing complexity faced by accountants advising on superannuation, tax risk, disability events, estate planning and wealth transfer in a post-Division 296 environment.

Join us for the 2026 TAG Super & Tax Strategies Day, an engaging and practical event designed specifically for accountants supporting clients to maximise their superannuation outcomes and long-term financial position.

This year’s program delivers timely insights into the SMSF landscape, ATO focus areas, and emerging planning opportunities, equipping you with strategies you can confidently apply in real client scenarios.

Across expert-led sessions, we’ll move beyond compliance to explore proactive SMSF reviews, disability and insurance considerations within SMSFs, succession and business risk, estate and inheritance planning, and the tax realities shaping advice in 2026. Expect practical examples, technical depth, and discussions grounded in what accountants are seeing right now.

Whether you’re refining your SMSF expertise or looking to strengthen the strategic value you deliver to clients, this event is designed to provide clear, actionable takeaways.

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You will also earn valuable SMSF and FAAA CPD points for attending this event - the perfect opportunity to grow your professional development and elevate your skillset (6.0 CPD points for attending the live event, 1.0 CPD point for bonus Audit Webinar held in August).

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Don’t miss out on the chance to stay ahead of the curve in the ever-evolving world of tax and superannuation. Reserve your spot today and get ready to unlock the keys to financial success for you and your clients!

Event Location

About Organizer

TAG Financial Services Organizer name

https://www.tagfinancial.com.au/

TAG Financial Services stands for Total Advisory Group and we are a leading strategic, financial services firm, headquartered in Malvern, Melbourne. Built on a foundation of quality service, technical excellence, and a commitment to making a real difference, we have earned a strong reputation for supporting accountants and individuals. We actively empower accountants by providing strategic guidance across business, tax, superannuation, and wealth. Leveraging our deep experience and industry insights, we help accountants enhance their service offerings, navigate complex financial landscapes, and deliver greater value to their clients. Our collaborative approach ensures they have the tools, expertise, and strategies needed to achieve the best outcomes. TAG Financial Services creates a real impact—transforming financial challenges into opportunities, supporting accountants in their success, and building on our heritage to shape a stronger future for the profession.

Contact the Organizer

Speakers

Michelle is a Partner at TAG Financial Services and has been with TAG since the firm’s commencement. Michelle leads the Investment Advisory and Wealth division, she explores financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

Michelle specialises in:

  • Superannuation, with a focus on self-managed super funds.
  • Expert in retirement and estate planning, highly sought after by clients and accountants.
  • Skilled in business structuring to optimise tax planning.
  • Experienced industry presenter for TAG, CPA Australia, and other professional groups.

Michelle is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring she is qualified to assist clients achieve their financial objectives.

About Michelle Griffiths
Partner
TAG Financial Services
Jul 21, 2026
09:00 AM

The SMSF Landscape in 2026: Regulatory Updates, ATO Hotspots and the Reality of Division 296

09:00 AM - 10:20 AM
10:45 AM

When Disability Disrupts Business: Succession Funding, Insurance Structures and Tax Risk

10:45 AM - 11:15 AM
01:45 PM

When Disablement Occurs: Navigating TPD Insurance Claims within SMSFs

01:45 PM - 02:30 PM

Brenda is a Partner of TAG Financial Services and oversees the Business Advisory and Taxation Division. She has over 20 years’ experience in superannuation and has developed a comprehensive knowledge of issues relevant to SMSF, accounting practitioners and advisers. Brenda’s in-depth understanding of superannuation and taxation have allowed TAG to make complex investment rules and sophisticated pension strategies available to clients.

Brenda specialises in:

  • Consulting for clients, accountants, and advisers on superannuation.
  • Experienced industry presenter for TAG, CPA Australia, and others.
  • Leading team training sessions.
  • Monitoring legislative changes for audit and superannuation updates.
About Brenda Hutchinson
Partner
TAG Financial Services
Jul 21, 2026
11:15 AM

Turning Structural Challenges into Planning Opportunities

11:15 AM - 12:00 PM
03:25 PM

Beyond Probate: Turning Inheritance Events into SMSF and Tax Planning Opportunities

03:25 PM - 04:10 PM

Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. He is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.

Jason specialises in:

  • Estate Planning: wills, testamentary trust, superannuation, tax implications of death benefits
  • SMSF: establishment, borrowing, trustee training, legislatives rulings, investment strategies
  • Trusts: trustee training, trust deeds, investment restrictions

 

About Jason Roccasalvo
Partner
TAG Financial Services
Jul 21, 2026
12:00 PM

Elevating the SMSF Review: Moving Beyond Compliance to Proactive Advice

12:00 PM - 12:45 PM
02:30 PM

Pro-active Estate Planning: Managing Control, Structures and Outcomes

02:30 PM - 03:15 PM

Craig is an experienced consultant specialising in executive management, accounting, tax advisory, and learning & development. With a strong focus on strategic planning and governance, he provides actionable insights to support board-level decision-making. Craig ensures financial stability and growth through precise reporting, forecasting, and budgeting while fostering a high-performance culture through effective talent management. His expertise in marketing and business development drives organisational growth through strategic initiatives and targeted efforts.


About Craig McCormick
General Manager
TAG Financial Services
No Sessions Available

Emma is a Senior Manager in the Superannuation Advisory Division. Emma has extensive Self-Managed Super Funds knowledge having specialised in superannuation for 20 years. She is passionate about going above and beyond to provide the best superannuation solutions for clients. Her ‘hands on’ approach is respected by both clients and advisors alike.

About Emma Partenza
Senior Manager
TAG Financial Services
No Sessions Available

Event Sponsors

Thank you to this years sponsors

Event Schedule

Session Date
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Sessions on Jul 21, 2026

09:00 AM
    speaker

    Michelle Griffiths

    PartnerTAG Financial Services

    Michelle is a Partner at TAG Financial Services and has been with TAG since the firm’s commencement. Michelle leads the Investment Advisory and Wealth division, she explores financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

    Michelle specialises in:

    • Superannuation, with a focus on self-managed super funds.
    • Expert in retirement and estate planning, highly sought after by clients and accountants.
    • Skilled in business structuring to optimise tax planning.
    • Experienced industry presenter for TAG, CPA Australia, and other professional groups.

    Michelle is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring she is qualified to assist clients achieve their financial objectives.

    SocialLink
    10:25 AM

    Morning Tea

    10:25 AM - 10:45 AM
    10:45 AM
      speaker

      Michelle Griffiths

      PartnerTAG Financial Services

      Michelle is a Partner at TAG Financial Services and has been with TAG since the firm’s commencement. Michelle leads the Investment Advisory and Wealth division, she explores financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

      Michelle specialises in:

      • Superannuation, with a focus on self-managed super funds.
      • Expert in retirement and estate planning, highly sought after by clients and accountants.
      • Skilled in business structuring to optimise tax planning.
      • Experienced industry presenter for TAG, CPA Australia, and other professional groups.

      Michelle is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring she is qualified to assist clients achieve their financial objectives.

      SocialLink
      11:15 AM
        speaker

        Brenda Hutchinson

        PartnerTAG Financial Services

        Brenda is a Partner of TAG Financial Services and oversees the Business Advisory and Taxation Division. She has over 20 years’ experience in superannuation and has developed a comprehensive knowledge of issues relevant to SMSF, accounting practitioners and advisers. Brenda’s in-depth understanding of superannuation and taxation have allowed TAG to make complex investment rules and sophisticated pension strategies available to clients.

        Brenda specialises in:

        • Consulting for clients, accountants, and advisers on superannuation.
        • Experienced industry presenter for TAG, CPA Australia, and others.
        • Leading team training sessions.
        • Monitoring legislative changes for audit and superannuation updates.
        SocialLink
        12:00 PM
          speaker

          Jason Roccasalvo

          PartnerTAG Financial Services

          Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. He is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.

          Jason specialises in:

          • Estate Planning: wills, testamentary trust, superannuation, tax implications of death benefits
          • SMSF: establishment, borrowing, trustee training, legislatives rulings, investment strategies
          • Trusts: trustee training, trust deeds, investment restrictions

           

          SocialLink
          12:50 PM

          Lunch

          12:50 PM - 01:35 PM
          01:45 PM
            speaker

            Michelle Griffiths

            PartnerTAG Financial Services

            Michelle is a Partner at TAG Financial Services and has been with TAG since the firm’s commencement. Michelle leads the Investment Advisory and Wealth division, she explores financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.

            Michelle specialises in:

            • Superannuation, with a focus on self-managed super funds.
            • Expert in retirement and estate planning, highly sought after by clients and accountants.
            • Skilled in business structuring to optimise tax planning.
            • Experienced industry presenter for TAG, CPA Australia, and other professional groups.

            Michelle is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring she is qualified to assist clients achieve their financial objectives.

            SocialLink
            02:30 PM
              speaker

              Jason Roccasalvo

              PartnerTAG Financial Services

              Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. He is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.

              Jason specialises in:

              • Estate Planning: wills, testamentary trust, superannuation, tax implications of death benefits
              • SMSF: establishment, borrowing, trustee training, legislatives rulings, investment strategies
              • Trusts: trustee training, trust deeds, investment restrictions

               

              SocialLink
              03:15 PM

              Afternoon Tea

              03:15 PM - 03:25 PM
              03:25 PM
                speaker

                Brenda Hutchinson

                PartnerTAG Financial Services

                Brenda is a Partner of TAG Financial Services and oversees the Business Advisory and Taxation Division. She has over 20 years’ experience in superannuation and has developed a comprehensive knowledge of issues relevant to SMSF, accounting practitioners and advisers. Brenda’s in-depth understanding of superannuation and taxation have allowed TAG to make complex investment rules and sophisticated pension strategies available to clients.

                Brenda specialises in:

                • Consulting for clients, accountants, and advisers on superannuation.
                • Experienced industry presenter for TAG, CPA Australia, and others.
                • Leading team training sessions.
                • Monitoring legislative changes for audit and superannuation updates.
                SocialLink
                04:10 PM

                Drinks Reception

                04:10 PM - 05:00 PM
                05:00 PM

                Event Concludes

                05:00 PM - 05:00 PM