Events

SMSF Professionals Day 2020

Rates:

Pre-registration rate (if registered before 29 March) – $310

Early-bird rate (if registered before 1 May 2020) – $365

Registration rate – $425

Late registration rate (3 business days prior to the event) – $525

Dates:

Brisbane – Thursday 21 May 2020

Adelaide – Tuesday 26 May 2020

Melbourne – Thursday 28 May 2020

Sydney (webcast) – Tuesday 2 June 2020

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Undiscovered Managers Showcase 2019

NEW WAYS OF APPROACHING MARKETS IN DIFFICULT TIMES

Financial advisers must always be on the lookout for better investment opportunities to help their clients achieve their wealth goals. However, exposure to some good fund managers, even those with extensive and proven track records overseas, can be limited by the rigid processes of the research houses.

This process often delays the inclusion of good and reputable managers on platforms and approved product lists that in turn inhibits the ability of clients to invest in them through their financial advisers.

The Undiscovered Managers Showcase has been developed by financialobserver to break this cycle and introduce some lesser-known fund managers in various stages of the research house ratings process to the financial advisory community.

LIMITED TIME ONLY

Free entry for selfmanagesuper (SMSMAG) subscribers

Enter the code on the payment page.

Rates:

Registration rate – $77

Late registration – $110

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Beyond Retirement Summit

Register now and save!
  • Early rate (if registered before 15 September) – $138
  • Registration rate – $183
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SMSF Professionals Day 2019

Resetting the course

With the federal election and banking royal commission promising further changes for super funds and advisers, SMSF Professionals Day 2019, aptly themed ‘resetting the course’, is jam-packed with the very latest updates, insights and strategies.

Fast becoming a premier fixture on the SMSF calendar, this year’s event includes a 90-minute strategy workshop led by Mark Ellem and Peter Burgess, plus an ‘open mic’ session where you can put your questions to Australia’s leading SMSF experts.

Register now and save!
Early rate (if registered before 30 June) – $365
Registration rate – $425
Late registration rate (3 business days prior to the event) – $525
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Compliance and risk management for financial advisers Copy

 

RECORDED WEBCAST WITH CPD AVAILABLE NOW.

Following the recent reviews into financial planning advice and the banks, advisers are finding themselves having to defend their advice to licensees. This session will examine what a financial services expert considers to be a bulletproof client file and provide tips to assist you to file note and evidence the reasons for your advice. It will also explore ASIC guidance in relation to providing advice, licensee expectations and responding to audit ratings, and client expectations.

How to view webcast:

  1. Register your name and email address
  2. Select and add locked content to cart then proceed to checkout
  3. Enter payment details when prompted
  4. Locked content will become available once payment is made
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SMSF Trustee Empowerment Day – September 2019

The SMSF Trustee Empowerment Day will give you the knowledge you need to navigate your way through these challenging times as your own superannuation fund manager. It is an event SMSF trustees simply can’t afford to miss.

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SMSF Trustee Empowerment Day 2019

Missed the event? You can purchase the recordings by registering here:

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Aged Care Summit 2018

financialobserver’s upcoming Aged Care Summit will help advisers stay on top of changes in the evolving aged care space.

How to view webcast:

  1. Register your name and email address
  2. Select and add locked content to cart then proceed to checkout
  3. Enter payment details when prompted
  4. Locked content will become available once payment is made

Register your interest for 2019 event contact: [email protected]

View Webcast

Undiscovered Managers Showcase 2018

Financial advisers must always be on the lookout for better investment opportunities to help their clients achieve their wealth goals. However, exposure to some good fund managers, even those with extensive and proven track records overseas, can be limited by the rigid processes of the research houses. This process often delays the inclusion of good and reputable managers on platforms and approved product lists that in turn inhibits the ability of clients to invest in them through their financial advisers. The Undiscovered Managers Showcase has been developed by financialobserver to break this cycle and introduce some lesser-known fund managers in various stages of the research house ratings process to the financial advisory community.

How to view webcast:

  1. Register your name and email address
  2. Select and add locked content to cart then proceed to checkout
  3. Enter payment details when prompted
  4. Locked content will become available once payment is made

Register your interest for 2019 event contact: [email protected]

View Webcast

Compliance and risk management for financial advisers

 

RECORDED WEBCAST WITH CPD AVAILABLE NOW.

Following the recent reviews into financial planning advice and the banks, advisers are finding themselves having to defend their advice to licensees. This session will examine what a financial services expert considers to be a bulletproof client file and provide tips to assist you to file note and evidence the reasons for your advice. It will also explore ASIC guidance in relation to providing advice, licensee expectations and responding to audit ratings, and client expectations.

How to view webcast:

  1. Register your name and email address
  2. Select and add locked content to cart then proceed to checkout
  3. Enter payment details when prompted
  4. Locked content will become available once payment is made
View Webcast

Our Story

selfmanagedsuper is the definitive publication covering Australia’s SMSF sector. It uniquely offers both online and print publications tailored separately for SMSF professionals and individual trustees participating in the fastest growing and largest sector of the superannuation industry. As such, it is a must read for those wanting to stay informed about the latest news, regulatory developments, technical strategies, investments, compliance, legal and administration issues concerning SMSFs.

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