SMSF + Investor Expo

The SMSF Association is pleased to present the SMSF + Investor Expo being held from Friday 21 – Saturday 22 June at the Melbourne Convention and Exhibition Centre.

If you are managing your own super, thinking of doing so, or simply a self-directed investor, the SMSF + Investor Expo is a must attend event to explore a wide variety of SMSF, investment and lifestyle information, all in one location.

The SMSF + Investor Expo will present you with the opportunity to:

  • Collect important resources and information at your own pace
  • Ask key industry experts your burning questions
  • Attend complimentary information seminars  on the latest SMSF and investment topics, trends and regulations
  • Explore a range of products and services
  • Scan your ticket at the event for your chance to win a $3000 holiday*, $1000 cash* or $500 hotel stay*

*Please refer to Terms and Conditions.

 

Doors open from:

Friday 21 June 2019: 10am – 6pm

Saturday 22 June 2019: 10am – 4pm

 

Speakers

John Maroney

CEO, SMSF Association

Peter Switzer

Founder, Switzer Financial Group

Emma Kirk

Key Account Manager - Listed Funds, Magellan Asset Management Ltd

Andrew Thomson

General Manager, CFMG Capital

Tim Slattery

Managing Director, CEO, APN Property Group

Rohan Mansfield

Principal, LDB Group Australia

David Bassanese

Chief Economist, BetaShares

Peter Hogan

Head of Education and Technical, SMSF Association

Hon. Bernie Ripoll

Director, SAS Group

Matthew Jones

Managing Director and Founder, Capital 19

Russell Markham

Director of Education and Training, Asia Pacific, VectorVest

Andrew Griffin

CEO, Balmain Group

Dana Fleming

Assistant Commissioner - SMSF Segment Superannuation and Employer Obligations, Australian Taxation Office

Chris Perry

Director, Sales and Portfolio Operations, Defence Housing Australia

Senator the Hon Jane Hume

Assistant Minister for Superannuation, Financial Services and Financial Technology

Andrew Varlamos

Co-Founder/CEO, OpenInvest

Kaye Fallick

Publisher, YourLifeChoices

Andrew Ward

Managing Director, SelfWealth

Kane Miller

Director - Family Wealth Management, Dixon Advisory

Gofran Chowdhury

Head of Investment Specialists, Citibank

Program

Information sessions presented by key industry experts will be run across two theatres throughout the SMSF + Investor Expo, included as part of your registration. 

Note: Program is subject to change.

Friday 21 June 2019

Theatre 1 - Magellan Theatre

SelfWealth, Australia’s fastest growing online broker, offers a brand new solution to an age-old investment problem – how to empower investors to make better informed decisions without paying excessive brokerage fees; we have achieved this by providing information and analysis derived from customer insight data from the 60,000+ portfolios contained in the SelfWealth community and we will show you how you can also use this data to better inform your investment decisions.

The great Australian dream of owning a home was immortalised in the film The Castle, when Darryl Kerrigan famously proclaimed, “It’s not a house, it’s a home”. Australians are big fans of residential property. Whilst residential property dominates the headlines and our hip pockets, there’s a major segment of the property market often overlooked, especially when it comes to investment portfolios – that’s commercial property.

The difference between residential and commercial property is vast. From an investment perspective, residential property is seen as a high growth, low yield investment; commercial property is viewed as exactly the opposite – high yielding and low growth. In this presentation Tim Slattery will discuss how commercial property is all about providing income. It’s the rent collected from tenants, secured by long term lease agreements that deliver relatively high, sustainable income to investors looking for a stable and predictable income stream.

Hear about investing in individual loans and how to build your own portfolio of stand-alone first registered mortgages, and learn how your growing portfolio of loans can be reviewed and monitored online, and how you receive monthly income distributions.

Andrew Griffin, CEO of Balmain will discuss how Balmain Private will work with your investment strategy or if other Balmain investment products better suit your goals.

The pace of technological change in the past 10 years is nothing as to the rate of change that will take place over the next investment cycle and beyond, and it may fundamentally change how companies are valued and portfolios are constructed. Most of the companies that are poised to take advantage of these changes are listed overseas. Find out how Australian investors can easily access the world’s best companies on the ASX, in just a couple of clicks. 

This session will outline your role and responsibilities as an SMSF trustee and provide you with some tips to help you during each of the various lifecycle stages of an SMSF. It will also highlight some of the more common mistakes trustees make and the pitfalls you should avoid.

As yield from cash and term deposits remain near historic lows, the search for income is a top priority for many SMSFs. In this session, BetaShares Chief Economist David Bassanese will discuss innovative ways to enhance your income returns through a comprehensive and diversified range of ETFs, easily available on the ASX.

Providing both an ongoing income stream and the potential for capital growth, it’s no surprise that direct property investment is an attractive asset class for many SMSF investors. However, it can have pitfalls such as the hassle associated with managing the property and unexpected costs of maintenance or vacancy impacting the income.

A DHA property is an alternative to traditional direct property. It can provide all the benefits with a significantly reduced risk profile. Hear how the certainty of DHA’s long-term lease, guaranteed rent and comprehensive, hassle free property care service make a DHA property the perfect investment for your SMSF.

Theatre 2 - Dixon Advisory Theatre

Join Peter as he examines the many investment opportunities available to SMSF trustees and investors generally and how they can add value to a portfolio.  He will also provide insights into the developments to look out for and the trends that may shape investment decisions in the future.

Investors may feel challenged by the current environment. Official cash rates are at historic lows and could be heading lower, while the Australian economy appears to be facing challenges with a fall in the housing market and stagnating wage growth.

Whether you’re building your wealth, managing a trust, or investing your retirement savings through an SMSF, our experienced specialists can help you navigate these challenges by discussing some of the different investment opportunities available to investors.

Underpinned by one of Australia’s leading research teams, Dixon Advisory has been helping Australians grow and manage their retirement savings for more than 30 years. Following the seminar, our team of specialists will be available to answer any additional questions you may have.

Establishing and managing your SMSF is a serious business, warranting rigorous assessments and prudent decision-making about your investment portfolio. Surveys show most trustees recognise they would benefit from professional investment management assistance, and yet are unsure where they can find that help. In every other industry, there are well-established internet sites that offer access to expert help, yet when it comes to investing, it’s not always clear who you should trust.

Andrew will highlight some of the pitfalls lurking on the internet, and introduce robust ways of finding help from among some of Australia’s and the world’s most credible investment management firms. 

Retirement is no longer about slippers, couch and gold watches. With more than 1200 Australians joining the ranks of retirees every day, most see this stage as a chance to live their best lives, at an enjoyable pace.

While most retirement planning information concentrates on the ‘magic’ number necessary for your retirement income, Kaye Fallick, publisher of YourLifeChoices retirement website has done the research and knows the five things that are more important than money. Join her for this entertaining and informative discussion of the truly essential ingredients required for a happy retirement.

A stream of global events has kept market volatility high in recent years. From periodic fears of a slowdown in China, Europe and the United States to trade wars and geo-political instability the resulting uncertainty has made traditional investment markets like equities more difficult to safely traverse. This has created what’s become known as ‘the hunt for yield’ and fixed income has become an avenue for smart money to flow into. Our investment specialist, Gofran Chowdhury, will delve into the challenges facing markets and how the bond universe and select alternative investments are proving avenues for income growth.

Peter Hogan, Head of Education and Technical at the SMSF Association, will present this session on preparing a secure estate plan. He will cover the issues you need to be aware of including what will happen to your super accounts and who they may be paid to when you are no longer around.

Saturday 22 June 2019

Theatre 1 - Magellan Theatre

Andrew will discuss the key differences between making an investment in property compared with purchasing an investment property and how to gain exposure to residential property without making a direct purchase.

By concentrating on companies growing their earnings, year in and year out, by finding stocks that consistently meet and exceed dividend yield expectations, you are well on your way! Let VectorVest show you exactly how this is done and take your portfolios to the next level. There are several techniques that are readily and easily applied for those who want to take control of their finances.

Join Peter as he examines the many investment opportunities available to SMSF trustees and investors generally and how they can add value to a portfolio.  He will also provide insights into the developments to look out for and the trends that may shape investment decisions in the future.

Establishing and managing your SMSF is a serious business, warranting rigorous assessments and prudent decision-making about your investment portfolio. Surveys show most trustees recognise they would benefit from professional investment management assistance, and yet are unsure where they can find that help. In every other industry, there are well-established internet sites that offer access to expert help, yet when it comes to investing, it’s not always clear who you should trust.

Andrew will highlight some of the pitfalls lurking on the internet, and introduce robust ways of finding help from among some of Australia’s and the world’s most credible investment management firms. 

The pace of technological change in the past 10 years is nothing as to the rate of change that will take place over the next investment cycle and beyond, and it may fundamentally change how companies are valued and portfolios are constructed. Most of the companies that are poised to take advantage of these changes are listed overseas. Find out how Australian investors can easily access the world’s best companies on the ASX, in just a couple of clicks.

A stream of global events has kept market volatility high in recent years. From periodic fears of a slowdown in China, Europe and the United States to trade wars and geo-political instability the resulting uncertainty has made traditional investment markets like equities more difficult to
safely traverse. This has created what’s become known as ‘the hunt for yield’ and fixed income has become an avenue for smart money to flow into.

Our investment specialist, Gofran Chowdhury, will delve into the challenges facing markets and how the bond universe and select alternative investments are proving avenues for income growth.

Theatre 2 - Dixon Advisory Theatre

The financial services sector, banking, insurance and even superannuation
have gone through very difficult times in recent years marred by
misconduct, poor consumer outcomes or just sheer abuse of power by
institutions driven by greed. Pathways to reform have been laid out by the
recommendations of Kenneth Hayne through the FSRC, but all this hard
and pain will only will only be realised in how the Parliament interpret the
recommendations into law and how genuinely the industry adopt those
reforms. The overriding question over the next few years, before further
reviews will will inevitably be conducted, must be how we have improved
outcomes for consumers and how well we have rebuilt trust?

Investors may feel challenged by the current environment. Official cash rates are at historic lows and could be heading lower, while the Australian economy appears to be facing challenges with a fall in the housing market and stagnating wage growth.

Whether you’re building your wealth, managing a trust, or investing your retirement savings through an SMSF, our experienced specialists can help you navigate these challenges by discussing some of the different investment opportunities available to investors.

Underpinned by one of Australia’s leading research teams, Dixon Advisory has been helping Australians grow and manage their retirement savings for more than 30 years. Following the seminar, our team of specialists will be available to answer any additional questions you may have.

Investors seeking financial security and extra income leading into retirement are aware that they’re unlikely to achieve the expected outcomes with traditional investing in fixed income investments such as term deposits or bonds with persistently low interest rates, nor by investing in a sliding property market. It’s so much more than just planning to meet ongoing living expenses in retirement. What’s really driving investors to seek higher returns from their investments is a desire to maintain a healthy and active lifestyle after retirement, to be able to do the things they want to do, and they’ve recognised the need for regular income to make that work.

In this session Rohan Mansfield from LDB will outline what LDB goes through with their SMSF clients prior to 30 June each year. Areas to be covered include contribution planning re tax free and taxable contributions, required pension payments, estate planning considerations, and investment requirements. This will assist you in checking if you need to take any action with superannuation prior to 30 June 2019 & what needs to be considered on an annual basis.

Location

Gold Sponsors

Silver Sponsors

Bronze Sponsors

For sponsorship enquiries, please contact Alistair Shields via email: [email protected] or call 02 8311 4182.

The SMSF Association does not endorse SMSF + Investor Expo exhibitors, their products and services, or the information they provide. You should seek independent financial advice for your specific circumstances.