SMSF Trustee Empowerment Day 2025
LAST CHANCE: The first 50 subscribers get 50% off. REGISTRATION SPONSORSHIP
SMSF Trustee Empowerment Day is an event that provides individuals running their own super fund with all of the latest market developments and information purely through
an SMSF prism.
SMSF Trustee Empowerment Day is an event that aims to provide individuals who manage their own super fund with the latest market developments and information through an
SMSF lens.
Attendees will have the opportunity to learn about the most current legislative, compliance and strategic issues affecting them.
The SMSF Association will again partner with smstrusteenews in 2025 to provide delegates a full-day seminar packed with plenty of networking opportunities.
The first 50 subscribers get 50% off. Code: HALF50
Not a subscriber? Subscribe now, it’s free: https://smstrusteenews.com.au/subscribe
Stay ahead of industry shifts
Darin Tyson-Chan will delve into the recent election’s impact on the SMSF landscape. Gain insights into how new legislative changes and regulatory updates may influence their strategies and compliance requirements.
Avoid costly mistakes
Fabian Bussoletti will aim to equip trustees with the knowledge needed to ensure their fund remains compliant and avoid costly mistakes in his session “It’s your super, but not yet…”
Get your questions answered
Discover how the recent election result could impact your SMSF. Engage with our expert panel and get your questions answered in real time.
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Building Smart ETF Strategies for SMSF Portfolios
Missed the live event? Access the recording here.
The Australian exchange-traded fund (ETF) market has grown by 37.3 per cent in the past year to $206.2 billion across 380 products. ETF manager Global X, with over $9 billion in assets under management in Australia and 39 ETFs listed on the ASX, is at the forefront of growth in this investment sector.
Join us for a webinar hosted by Global X senior product and investment strategist Marc Jocum, where he will outline how to build smart ETF strategies for SMSF portfolios.
Presenter:
Marc Jocum
Global X Senior Product and Investment Strategist
Marc joined Global X in 2023 and is a key contributor to the product, strategy and research teams, with responsibilities including investment research and ETF analysis to facilitate market insights, product development, investment strategy and portfolio construction. Marc has a decade of experience in the industry, previously working at Stockspot, Morgan Stanley, AMP and KPMG. Marc holds a Bachelor of Business from the University of Technology, Sydney (UTS), a Diploma of Financial Planning, and has completed CFA Level 1.
During the webinar, Marc covers:
1. What ETFs are and what their benefits are for SMSFs,
2. Key considerations when building an ETF strategy, including investment goals, costs and tax,
3. Choosing the right ETFs, including types of funds, asset allocation and diversification,
4. Monitoring and rebalancing, and
5. Risks to consider.
View Webcast
