SMSF Connect is pleased to present the

SMSF + Investor Expo

Explore a wide variety of SMSF, investment, and retirement information – all from the comfort and privacy of your own home!

If you are managing your own super, thinking of doing so, or are a self-directed investor, the SMSF + Investor Expo is an excellent opportunity to discover leading investment, advice and service providers to assist you in managing your wealth and achieving the lifestyle you desire in retirement. 

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

  • Engage with key industry experts and have your burning questions answered
  • Attend FREE educational sessions covering the latest SMSF and investment topics, trends and regulations, including property, the effects from the recent Federal Budget, ETFs and more…
  • Explore a range of SMSF and investment products and services in the virtual Exhibition Hall
  • Save and download important resources and information at your own pace
  • Go in the draw to win one of two $250.00 (AUD) EFTPOS gift cards*.

Keynote speakers:

Dr Shane Oliver

Head of Investment Strategy and Chief Economist,
AMP Capital

Peter Switzer

Business and Financial Commentator and Founder, Switzer Group

Kellie Grant

Director, SMSF Auditor Portfolio, Australian Taxation Office

Speakers

John Maroney

CEO
SMSF Association

John Maroney was appointed as the CEO of the SMSF Association in May 2017 and is thrilled to have the opportunity to boost the Association’s reputation as the peak body in the SMSF Sector and its representation of more than one million SMSF trustees.  Since his appointment, John has continued the Association’s efforts to improve the quality of advisors, the knowledge of trustees and the credibility and health of a vibrant SMSF community. John has developed strong connections with the SMSF sector’s regulators, ATO, ASIC & FASEA, provided substantial input into official inquiries, Productivity Commission, Franking Credits & Royal Commission, and represented the sector extensively to the Government and media. 

John is passionate about helping all Australians be better prepared for a secure and dignified retirement, especially those who have chosen to utilise self-managed superannuation funds as the main component of their retirement saving

Peter Burgess

Deputy CEO / Director of Policy & Education
SMSF Association

Peter Burgess was appointed as the Deputy CEO and Director of Policy & Education of the SMSF Association in May 2020. Peter is a previous Association Board member and worked at the Association as Technical Director for three years prior to joining the SMSF administrator SuperConcepts in 2013 as General Manager, Technical Services & Education.

With over 20 years of industry experience Peter is recognised as an authority in SMSF technical matters and Government policy design. He is a widely published author and media commentator on SMSFs and is passionate about SMSFs and the role they can play in providing a dignified retirement, in the right circumstances, for those who seek greater engagement and control over their retirement savings. Through his contribution to the development of SMSF education standards, his Government advocacy work and his commitment to professionalism and thought leadership, Peter has dedicated much of his career to improving SMSF advice competency standards and the vibrancy and credibility of the SMSF sector.

Peter holds an MBA from the University of Adelaide an Economics degree and postgraduate qualifications in finance. In 2016, in recognition of his outstanding contribution to the SMSF sector, Peter was awarded the SMSF Association’s Chairman’s Award.  

Senator Andrew Bragg

Liberal Senator for NSW

Andrew Bragg is a Liberal Senator for New South Wales.

Prior to his election to Federal Parliament in 2019, Andrew was an author and
accountant. Andrew started his career as an accountant at Ernst & Young and went on
to work in senior roles at the Financial Services Council and the Business Council of
Australia.

His 2017 short book Fit for Service (Connor Court) offers a framework for 21st century
trade policy for Australia.

Andrew was the National Director of the 2017 Liberals & Nationals for Yes campaign in
support of same sex marriage which delivered Yes majorities in 71 of 76 Coalition
seats.

Following Andrew’s election to the Senate, he was elected Chair of the Senate Select
Committee into FinTech and RegTech and is a member of the Senate Economics
Committee and Parliamentary Joint Committee on Corporations and Financial Services.

In June 2020, Andrew launched his latest book, Bad Egg: How To Fix Super.

Andrew was educated at the Australian National University (ANU) where he studied
international relations and accounting.

Mr Stephen Jones MP

Shadow Assistant Treasurer and Shadow Minister for Financial Services, Australian Labor Party

Stephen Jones is the Federal Member for Whitlam and Shadow Assistant Treasurer and Shadow Minister for Financial Services.

 Stephen was first elected to the Federal Parliament in 2010 representing the Southern Illawarra seat of Throsby. He was re-elected at the 2013 election and elected to the re-named seat of Whitlam in the 2016 election.

 Stephen holds a Bachelor of Arts degree from the University of Wollongong and a Bachelor of Laws degree from Macquarie University.

 

Prior to entering the Federal Parliament he worked as a community worker for various front line disability services, youth and health services and as a lawyer with the Australian Council of Trade Unions (ACTU) and as the Secretary of the Community and Public Sector Union (CPSU).

 

Alan Greenstein

CEO & Co-Founder
Zagga

Zagga is an Australian private lender and investment manager with both our own Financial Services (AFSL)- and Credit (ACL) licences from the Australian Securities and Investments Commission (ASIC).

Via our proprietary-built platform, we offer investors the opportunity of including an alternative investment asset class, with manageable risk and attractive returns, within their diversified investment portfolio.

We operate with an ‘investor first’ approach led by a strong executive team and supported by highly experienced operations and credit teams. Our CEO & Co-Founder, Alan Greenstein, has extensive experience in credit, risk management, executive management and investments, having led a number of banks and financial services businesses in South Africa. He co-founded a family office in Sydney and consulted extensively in banking and financial services. Most recently, Alan built and managed a direct mortgage originator for an Australian insurer, in association with a well-known Australian banking group.

Andrew Howard

Deputy Chief Investment Officer
Hostplus

In this integral role, Andrew is part of the team that oversees the investment strategy and manages the asset management teams that sit within the investment function at Hostplus. He manages the retirement outcomes for over 1 million Australians, no small feat! Andrew has over 25 years’ experience in the investment industry and prior to joining Hostplus, was the Chief Investment Officer at VicSuper. Andrew has experience across all aspects of investment management including; investment strategy (asset allocation), portfolio construction and has extensive knowledge across all asset classes.

Andrew Thompson

General Manager
CFMG Capital

With close to 20 years experience in management, marketing and strategy development, Andrew brings to CFMG Capital an in-depth understanding of property and financial services through senior management, marketing and operational roles at AMP, Devine Limited and Ausbuild.

With significant involvement in the sales, marketing and leasing of in excess of $3 billion worth of residential, retail and commercial property in Queensland, New South Wales, Victoria and South Australia, Andrew brings experience throughout a projects lifespan, from acquisition to final settlements.

Andrew has also worked in large organisations in specialist marketing and product development positions such as Suncorp & Australian Insurance Holdings and holds a Bachelor of Business (Management) specialising in Marketing, Human Resource Management and Industrial Relations and has commenced post graduate study in Property Economics.

Brad Dunn

Senior Credit Analyst of eInvest fixed income active ETFs ECAS, ECOR and EMAX
eInvest

Brad Dunn is the Senior Credit Analyst at Daintree Capital, the investment manager for eInvest’s fixed income ETFs, ECAS, ECOR and EMAX.

Brad Dunn commenced with Daintree in May 2017 as a Senior Credit Analyst. Prior to Daintree, Brad was with Ord Minnett for over 10 years.

Brad’s most recent role at Ord Minnett was as Senior Analyst and Portfolio Manager in the Fixed Income team. In this role, Brad was responsible for the portfolio management of an income orientated portfolio and providing modelling and valuation analysis on listed interest rate securities. Brad would also undertake strategic asset allocation advice for Ord Minnett’s internal models.

Brad also gained extensive experience as an equities analyst whilst at Ord Minnett, covering the consumer services, property, mining services, retail, technology and industrial sectors.

Brad has a Bachelor of Economics, majoring in Economics and Finance, as well as a Master of Applied Finance both from Macquarie University. Brad has also completed Level 1 CFA.

Chris Wheldon

Portfolio Manager
Magellan Asset Management

Chris Wheldon is a Portfolio Manager of the Magellan High Conviction Strategy and an Assistant Portfolio Manager on the global equities strategies.

Chris joined Magellan in 2007, initially as a senior investment analyst working in the Franchise Team and was promoted to become the Head of the Industrials Team. Chris moved to Magellan’s New York office in 2015 and one year later left to join Davis Advisors as an analyst. Chris re-joined Magellan in 2018 in Australia as a Portfolio Manager.  Chris is a CFA Charterholder and holds a Bachelor of Commerce and a Bachelor of Business Management from The University of Queensland. Chris is a member of Magellan’s Investment Committee.

Clinton Arentz

Head of Lending and Property Development
Trilogy Funds

Clinton has over 25 years’ experience in asset and facilities management, property development, and project delivery. He is responsible for Trilogy’s team of portfolio managers, overseeing the growth and management of the diverse construction loan portfolio, client and broker liaison and coordination, and new business development. Clinton also assists in identifying new property acquisition and value adding opportunities for Trilogy’s property trusts.

Prior to joining Trilogy, Clinton provided project structuring and development delivery services on commercial, industrial and residential projects in multiple locations. Several of his projects have achieved industry recognition among organisations such as Master Builders Association, Urban Development Institute of Australia, and the Property Council of Australia.

Clinton has been instrumental in the vast growth of Trilogy’s construction loan portfolio as well as coordinating and expanding Trilogy’s national lending focus since joining the business in 2017. He completed his MBA in 2019 and is passionate about providing exceptional service to our developer clients.

Darin Tyson-Chan

Publisher, Editor
smstrusteenews

Darin is the founder and publisher of Benchmark Media, an independent publishing house whose mastheads include selfmanagedsuper, smstrusteenews, and financialobserver.

He has been covering the financial services space since 2004 and in this time he has worked for a variety of trade publications including Money Management, and IFA magazine.

Darin has also written for the Money section published in The Sydney Morning Herald and The Age.

Prior to starting Benchmark Media Darin was responsible for the re-launch of SMSF magazine in 2008 under Morningstar Media, a pioneering publication in the fastest growing sector of the superannuation industry, and an initiative that made him the first journalist to be purely dedicated to the space. He was also managing editor of all of the Morningstar Media mastheads.

In 2013 Darin was the inaugural winner of the SMSF Association’s Trade Journalist of the Year award.

David Schwartz

Managing Director
Primewest

David is a founding Director of Primewest and has been instrumental in its growth and development.

David is a professional property investor with 25 years’ experience in negotiating acquisitions and overseeing the development of properties. He is a Non-Executive Director of Schaffer Corporation Ltd.

Over the past 40 years David has been involved in many different businesses including retail, manufacturing and distribution. His property investments have been strongly focused on retail and commercial developments. David is a responsible manager under the AFSL.

Deana Mitchell

Equities Analyst
Australian Ethical Investment

Deana Mitchell joined Australian Ethical in 2018 and has around 20 years of experience in equity markets. At Australian Ethical, Deana is responsible for technology, diversified financials and education stocks. Prior to joining, Deana spent 14 years at Macquarie as an Associate Director, where she held various senior roles in Equity Research including Head of ESG Research, Deputy Head of Small Caps and senior investment analyst. Her research and stock picking skills were well regarded, with recognition of her research in Peter Lee surveys and her stock picking in Thomson Reuter Analyst Awards. Deana is a CFA charterholder and holds a Bachelor of Commerce from UNSW.

Gary Stone

Managing Director
Share Wealth Systems

Gary has a Bachelor of Science degree majoring in Computer Science and Mathematics. He started his investing career in the stock market in 1990.

Gary combined two of his main business interests, computing and the stockmarket, to establish Share Wealth Systems in 1995, which provides Investment Systems and coaching to self-directed investors.

Gary has researched and designed two commercially available Investment Systems for self-directed investors who invest in the Australian and U.S. stock markets, viz., SPA3 Investor and SPA3 Trader.

His business has also developed its own commercially available intermediate-range charting and technical analysis software, called Beyond Charts.

Gary has had over 200 media appearances on TV and radio in Australia from 2008 to 2020 and over 50 interviews on radio in the U.S.

He has been a keynote speaker since 1997 at numerous conferences around Australia. These include numerous Australian Technical Analysis Association (ATAA) meetings, including four Annual ATAA Conferences and two IFTA (International Federation of Technical Analysts) conferences.

Gary is the author of “Blueprint to Wealth: Financial Freedom in 15 Minutes a Week.”.

Franco Morelli

Policy Manager
SMSF Association

Franco Morelli is a key member of the Association’s policy and technical team contributing in submissions to government and regulators on new policy and legislative measures. He is also a major contributor to the Association’s technical documents, submissions and presentations. Prior to joining the SMSF Association, Franco was a Supervisor at an SMSF firm, helping clients achieve their financial goals. He has a Law (Hon) and Commerce degree from Adelaide University, a Diploma of Financial Planning and is an SMSF Specialist Advisor (SSATM).

 

Jordan Eliseo

Manager-Listed Products & Investment Research
The Perth Mint

Jordan Eliseo is a financial markets commentator and precious metals expert with more than 20 years industry experience.

A precious metals bull since the early 2000s, he has worked at companies including JP Morgan and Deutsche Bank and was head of Investment Analytics at Cazenove Capital in London.

Jordan also worked as the Head of Investment Analytics for AMP Capital’s Multi-Asset Group in Sydney.

Jordan joined The Perth Mint in 2019 and is responsible for market research and distribution of The Perth Mint’s ASX listed gold product (ASX:PMGOLD).

Justin Kim

Head of Advice
Citi Group

Justin Kim is the Head of Advice at Citi. Over his 10 year career in the Wealth Management industry, Justin has held various client facing roles at both boutique firms and large institutions. This breadth of experience contributes to Justin’s client-centric approach and deep understanding of investors’ needs at different life stages.

Born and raised in Sydney, but having lived and worked overseas in Hong Kong and Seoul, Justin brings a global perspective to the unique investment needs of Australian investors.

Kellie Grant

SMSF Auditor Portfolio Director
Australian Taxation Office

With the ATO since 1997, Kellie worked in a number of areas before joining Super in 2008. She spent several years in Super’s Complex Technical Unit, providing advice on a wide range of issues and has also worked in the SMSF area. Here she spent some time in the Trustees portfolio determining the appropriate responses to and treatments for a range of SMSF income tax and regulatory risks as well as managing the early engagement and voluntary disclosure service that trustees and/or their advisers can use to rectify fund breaches. Currently she is working in the Approved Auditors portfolio and is involved in identifying and treating risks associated with this sector as well as creating strategies and guidance to assist auditors with their regulatory obligations.

Kevin Chan

National Manager, Investor Sales
Defence Housing Australia

As National Manager of Investor Sales for DHA, Kevin is responsible for the sale of properties through DHA’s property investment program. Each year approximately 600 properties with long term lease agreements are sold through this program to individual investors. This has included the sale of properties to several hundred SMSFs.

Leah Willis

Head of Client Relationships
Australian Ethical investment

Leah is the Head of Client Relationships at Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $4bn in funds under management.

Leah joined Australian Ethical in December 2016 and is responsible for client relationships across all of Australian Ethical’s intermediated channels, including financial planners, employers, and institutional clients. Leah has more than 20-years’ experience in financial services distribution, including senior distribution positions with Rothschild Asset Management, BT Financial Group, Barclays Global Investors, and most recently as Head of Key Accounts for IOOF.

Australian Ethical was launched in 1986 and is a publicly listed company that invests and operates its business according to its Ethical Charter. 10% of its profits fund its Community Grants program, one of the highest levels of corporate giving in Australia. Its superannuation fund was the fastest growing superannuation fund in 2019 by member numbers over the past five years. It was the first superannuation fund and investment manager, and the first ASX listed company, to become a certified B Corp in Australia — in 2019 Australian Ethical was awarded one of the ‘Best for the World’ B Corps, ranking it in the top 10% of 1,300 B Corps globally.

Lauren Ryan

Business Development Manager - Investments
Thinktank

Lauren Ryan is the BDM-Investments for Thinktank Commercial Finance.

Lauren joined Thinktank in March 2018 to create brand awareness amongst the investment market and grow the funds under management in the Income and High Yield Trust.

Prior to Thinktank, Lauren managed investors’ funds with consumer lending SocietyOne. Lauren is passionate about helping investors achieve their income goals with a fund manager they can trust.

Lauren is a property investor herself and has invested in mortgage funds in the past as she believes it is very important to practice what you preach and have a real-life understanding of the same highs and lows of the investors’ funds she manages.

Lauren lives on the Eastern Suburbs in Sydney and when she isn’t working she is chasing waves and cheering on the Beasties at Woolhara Oval or the Sydney Roosters at the SCG.

Michael Watson

Head of Distribution APAC
La Trobe Financial

Michael Watson is Executive General Manager – Head of Distribution and works within the Private Wealth Management team in La Trobe Financial’s Melbourne office. Michael joined La Trobe Financial in May 2013 and heads up a team of private wealth account managers and a team of national team BDMs. In his role, Michael is responsible for the growth of the La Trobe Australian Credit Fund and presents to retail and wholesale audiences nationally on a range of topics including fixed income and income focussed investment. Michael has completed a Bachelor of Business (Economics & Marketing), an MBA, a Diploma of Financial Planning and a Certificate IV in Mortgage Broking.

Paul Miron

Managing Director
Msquared Capital

Paul Miron is respected and recognised for his economic views and ability to mitigate risks through well considered structuring. Paul is the principal theorist behind Msquared Capital‘s credit policy.

 

Paul has over 20+ years’ experience in banking and commercial finance. After starting his career with Colonial State Bank, Paul grew through several senior positions across a number of Australia’s Big-4 prior to starting his own financial services business in 2004. During his tenure at CBA and Westpac, Paul developed a particular expertise for development and construction Lending.

 

Paul has facilitated funding for many significant projects predominantly in NSW but also spanning VIC and QLD. Paul has over the years received numerous significant industry accolades and has been regularly engaged to present on the topics of lending, property, superannuation and complex structuring.

Paul Myliotis

Managing Director
Msquared Capital

Paul Myliotis is well regarded and has a vast network of trusted industry contacts. Paul’s highly commercial view comes from a wealth of on-the-ground experience in the private lending space, greatly complementing the decisions of the credit committee. His deep understanding of the market provides direction as to where Msquared Capital’s funds are best utilised in filling lending gaps.

 

Paul has had an extensive 20+ years’ experience in financial services, which included a tenure at PwC within the Taxation Division, before starting his own business within the property finance industry.

 

In recent years, Paul’s primary focus has been in commercial and residential developing requirements, managing transactions of varying degrees in size and complexity. His talent for both commercial and residential finance has seen him receive a number of industry accolades.

Paul Wilson

Director
Income2Wealth

Paul Wilson is the founder of the Income2Wealth Group, a national company providing investment opportunities and services that include: 

  • property investor buyers agent services 
  • investment education coaching and mentoring 
  • finance for property investment, vehicle and equipment finance 
  • innovative and diverse capital investment opportunities 

Over the last 20+ years, I’ve worked with clients on very modest incomes who have been able to create strong financial foundations to create long term wealth. 

 As an Accredited RG 146 and Property Investment Adviser, he specialises in working with investors to identify a variety of effective pathways to build strong financial foundations and create long term wealth. 

 If you are wanting to take your investing to then next level then you are in safe hands. Paul has 25+ years of experience as a successful investor through his roles as a Licensed Real Estate Agent, Buyers Agent, Accredited Property Investment Adviser and Australian Financial Services Representative. 

 Paul has shared his vast knowledge in property investing as a guest speaker at Property Expo’s, Various Business Conferences and Investor Groups around Australia. 

 With his committed nature to helping others succeed he has built a successful group of companies under his Income2Wealth banner that provide investment options for every investor. 

Peter Switzer

Founder
Switzer Group

Peter Switzer is not only one of Australia’s leading business and financial commentators but also a successful businessman in his own right. Launched more than 20 years ago, The Switzer Group has grown into multiple successful companies spanning media and publishing, non commission financial planning, home loans, a managed fund and business coaching.

Peter is an award-winning broadcaster, twice runner up for the Best Current Affairs Commentator award for radio which is not bad for a money man and a former lecturer in Economics at the University of NSW.

Peter is currently:

  • The founder and publisher of the Switzer Report for
    investors
  • The Host of the Switzer TV on the Switzer Financial Group
    YouTube channel
  • Business commentator for Sky News Breakfast on
    Wednesdays and Fridays.
  • The Host of The Peter Switzer Show Podcast
  • A weekly columnist for Yahoo!7 Finance
  • A regular contributor to Switzer Daily
  • Regularly appears on radio 2GB, 4BC, 2CC & 6PR
  • He is now the money man for Ben Fordham on 2GB’s top rating breakfast program.

Philip Ryan

Managing Director
Trilogy Funds

As co-founder and Managing Director of Trilogy, Philip is responsible for leading a cohesive and high-performing team across Trilogy’s three offices, overseeing business compliance, and developing product offerings. He sits on the Board’s Audit Committee, Compliance, Property Investment, Lending and Treasury Committees. He also acts as General Counsel for Trilogy.

Philip has over 30 years of experience in the financial services industry, across financial planning and funds management. He was previously a partner in a Brisbane law firm, having been a solicitor admitted to the Supreme Court of Queensland and High Court of Australia for over 35 years. He is a Fellow of Finsia, with qualifications at a post graduate level in mortgage lending and financial services.

Philip leveraged his Legal and Financial Services qualifications as a founding director in 1998 of the funds management entity which evolved into Trilogy. He is a key instigator of Trilogy’s products, including the Trilogy Monthly Income Trust, as well as the Trilogy Enhanced Income Fund, the Wholesale Income Fund and various property trusts. Philip is passionate about creating financial products within the mortgage and property sectors that generate attractive income returns, as well as assisting younger generations to achieve their financial goals.

Priscilla Luk

Managing Director - Head of Global Index Research & Design, Asia Pacific
S&P Dow Jones Indices

Priscilla Luk serves as Managing Director, Head of Global Index Research and Design, Asia Pacific at S&P Dow Jones indices. She is responsible for conceptualization and design of new indexes using a combination of analytical, commercial and regulatory considerations. Priscilla also regularly publishes research on new and existing products, and represents S&P Dow Jones indices at media engagements, conferences and other client events.

Prior to joining S&P Dow Jones Indices in 2012, Priscilla has spent over ten years in equity research providing analysis on asset allocation and equity investment strategies. She was Asian equity strategist with Deutsche Bank AG since June 2010. Before this, Priscilla was the partner and director of research at First Horse Capital, a global equity hedge fund management company. Previously, she was Global and Asian strategist at Mirae Asset Securities.

Priscilla was Global equity strategist since April 2004 and Asian equity strategist since August 2003 at Citigroup Global Markets. Priscilla joined Citigroup from CLSA Asia Pacific Markets where she was a quantitative research analyst. Priscilla started her career in quantitative research division at Credit Suisse in 2001.

Priscilla graduated with a B.Sc. in Quantitative Finance from the Chinese University of Hong Kong.

Ray Trevisan

Director/Fund Manager
OTG Capital

Ray is the director and fund manager of OTG Capital.  He holds a Master of Management from the University of Technology (Sydney), is a Graduate of the Australian Institute of Company Directors (AICD), NSW Justice of the Peace (JP), an accredited Financial Planner (Dip FinPlng) and member of the Financial Planning Association of Australia (FPA) and specialises in Bonds Investing.

He has a regular radio show & podcast, Dollars and Making Sense on community Radio Northern Beaches.  

He also has over 40 years of business and investing experience and operates the northern beaches office of OTG Capital in Newport Beach, NSW

Russel Pillemer

Chief Executive Officer
Pengana

Russel Pillemer co-founded Pengana in 2003. He has been Pengana’s Chief Executive Officer since inception.
 
Prior to founding Pengana, Russel worked in the Investment Banking Division of Goldman Sachs in New York where he specialised in providing advice to funds management businesses.
 
Before moving to New York, he was responsible for leading Goldman Sachs’ Australian Financial Institutions Group.
Russel was previously Chairman of Centric Wealth Group and a Principal of Turnbull Pillemer Capital.

He is a member of the Institute of Chartered Accountants in Australia and has a Bachelor of Commerce (Hons) from the University of New South Wales.

Dr Shane Oliver

Head of Investment Strategy and Chief Economist
AMP Capital

Shane Oliver joined AMP in 1984, becoming Chief Economist in 1994 and is now Chief Economist and Head of Investment Strategy of AMP Capital. Shane has extensive experience analysing economic and investment cycles and what current positioning means for the return potential for different asset classes such as shares, bonds, property and infrastructure. Shane is a regular media commentator on economic and investment market issues and engages regularly with investors at public events and forums.

Shane is Head of the Investment Strategy and Economics team, responsible for the provision of economic and macro investment analysis which is applied across more than $65 billion invested in multi-asset funds.

Shane has a PhD in economics which focussed on the validly of the Efficient Market Hypothesis (it isn’t) and asset price bubbles (there are). Apart from economics and macro investing, Shane enjoys boating, garden rearrangement, fantasy novels and pop music (particularly Elvis, Burt Bacharach, the Beach Boys, the Pet Shop Boys, Kylie, Katy and Taylor) and is married with two children.

Stephen Bruce

Portfolio Manager, eInvest Income Generator Fund (Managed Fund) (ASX:EIGA)
eInvest

Stephen is the portfolio manager of the eInvest Income Generator Fund (Managed Fund) (ASX:EIGA).

Stephen joined Perennial Value as an Equities Analyst in April 2000. In 2006, he was promoted to the role of Research Coordination/Senior Equities Analyst and assumed the role of Deputy Portfolio Manager for the Perennial Value Shares for Income Trust. In 2011, he was promoted to the role of lead Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust. In 2018, he was promoted to Director, Portfolio Management with responsibility for overseeing the management of all broader cap Australian Equities portfolios. He also has research responsibility for the banking, healthcare, telco and agricultural sectors.

Tom Sherston

Head of Sales
Balmain

Tom joined Balmain in 2005 after having spent his entire working life in financial sales both internationally and nationally.

As Head of Sales at Balmain Tom sees opportunity in “keeping in touch” with both investor clients and borrower clients.

Tom has access to and knowledge of all the available Balmain financing solutions and is ASIC Regulatory Statement 146 (RG 146) compliant.

Program

Held over two days, education sessions presented by key industry experts will be run across three streams, included as part of your registration. 

Note: This event will be running on Australian Eastern Daylight Time (AEDT). Program is subject to change.

Please use the buttons below to view the corresponding program for each day. 

Day 1 - Thursday 26 November

8.30am

EVENT PLATFORM OPENS

9.00am

Session 1

Property income fund

Speaker: David Schwartz, Managing Director, Primewest

There are a number of ways to earn income from property for your Super Fund.

One of those ways is through an Unlisted Open Ended Retail Fund – but what exactly is an Unlisted Open Ended Retail Fund?

Join David Schwartz, Managing Director for Primewest to find out about:

  • Investing for beginners
  • Why you should choose this type of Trust
  • The benefits and risks of this type of Fund
  • The key metrics to look out for when making your decision

Download PDF resource

9.25am

Session 2A

7 investing game changers - 7 essential elements for an outperforming stock portfolio PLUS… How to avoid the big investing mistakes

Speaker: Gary Stone, Managing Director, ShareWealth Systems

Most investors have clear goals on what results they want to produce to achieve the nest egg they need, but lack clarity on “what to do” and “how to do it”.

Gary will cover the 7 Essential Elements that have helped him and his Members achieve annualised returns since January 2016 of over 17% while the ASX200 Accumulation and the best mainstream Managed funds have only achieved 7% to 8% p.a. Key to this is knowing how to avoid the Big Investing Mistakes – every time.

Download PDF resource

Session 2B

Did Australian active funds outperform benchmarks amid the pandemic?

Speaker: Priscilla Luk, Managing Director, Head of Global Index Research & Design, Asia Pacific, S&P Dow Jones Indices

With the COVID-19 pandemic, equity markets around the world experienced massive declines with heightened volatility, and the Australian equity market was not immune. Did Australian active funds outperform benchmarks amid the pandemic situation? 

The answer does not seem favorable for Australian active managers according to their fund performance versus the benchmark in first half of 2020.

The S&P Index Versus Active (SPIVA®) Australia Scorecard reports on the performance of Australian active funds against their respective benchmark indices over different time periods. Join this session as S&P DJI’s Priscilla Luk, Managing Director, Head of Global Research & Design, Asia Pacific will share how has the active funds across different sectors performed against their benchmarks during market volatility.

Download PDF resource

9.50am

BREAK

10.10am

Session 3A

How private lending can be the silver lining in your super cloud

Speaker: Alan Greenstein, CEO & Co-Founder, Zagga

The Australian investment market is evolving rapidly. Low interest rates, global monetary policy and the ongoing impacts of COVID-19, have pushed yields to record lows.

Despite SMSFs accounting for almost one-third of the superannuation pool in Australia, most of their investment portfolios don’t look like the ‘strategic asset allocation’ assets of pension and superannuation funds. Rather than a carefully balanced set of weightings and ranges for a standard number of asset classes, self-directed portfolios are clustered around three asset types – cash, shares and property.

Spreading risk is a key challenge for many Australian investors with the majority confessing to either not doing it, or not knowing how. As a result, many investors have built up barbell-style portfolios: low risk/low return investments to stay safe, offset by high risk/higher returns further up the risk spectrum.

This presentation looks at how private lending can offer investors the opportunity of including an alternative asset class, with manageable risk and attractive returns, within their diversified investment portfolio.

Session 3B

How can you possibly invest with conviction in today's world?

Speaker: Chris Wheldon, CFA, Portfolio Manager, Magellan Asset Management

Chris Wheldon will provide an overview of the economic consequences as a result of the global COVID 19 health crisis, what to expect in markets and how he manages to invest with conviction in a world of such uncertainty.

This is a great opportunity for you to obtain valuable information regarding the current situation and obtain a detailed outlook from an investment perspective on how these unprecedented times may affect you.

Session 3C

Why a DHA property could be the perfect fit for your SMSF

Speaker: Kevin Chan, National Manager of Investor Sales, DHA

DHA’s National Manager of Investor Sales Kevin Chan talks about the benefits of investing in property, and DHA’s unique product offering.

10.35am

Session 4A

Enjoy the best of both worlds: hear how you can invest with one of Australia’s top super funds and access unique investments typically inaccessible to SMSF investors while maintaining control of your SMSF.

Speaker: Andrew Howard, Deputy Chief Investment Officer, Hostplus


Enjoy the best of both worlds: hear how you can invest with one of Australia’s top performing super funds and access unique investments typically inaccessible to SMSF investors, while maintaining control of your SMSF.

  • A lack of portfolio diversification continues to be a central challenge for SMSF trustees.
  • Discover how Hostplus Self-Managed Invest (SMI) can help solve that problem.
  • Our paperless process makes it easy to sign up, and all SMI investment options offer daily liquidity.

Session 4B

Listed private equity, a gamechanger for Australian investors: The private equity revolution

Speaker: Russel Pillemer, CEO, Pengana Capital

Up until recent times, Private Equity has been an asset class only truly available to ultra high net worth individuals, sovereign wealth funds, and large institutional investors. Through Australia’s only Listed Investment Trust offering a diversified portfolio of global private equity investments, investors are able to access private market investments and opportunities. This session will provide an introduction into the world of private equity investing, and broadly discuss the opportunities we are seeing for private companies and how they have been able to react and benefit from the world’s changing climate.

11.00am

BREAK

11.20am

Session 5A

Small cap expertise and active outperformance

Speaker: Leah Willis, Head of Client Relationships, and Deana Mitchell, Equities Analyst, Australian Ethical Investment

Bushfires and global pandemic are bringing climate change front of mind to Australian investors, as they turn towards ethical investing to avoid the ‘bad’ sectors.

What is lesser known is that ethical fund managers tap into under-researched opportunities in the small and micro-cap sector of the market, bringing active outperformance to investors – while delivering positive impact for the generations to come.

In this session, we will discuss:

  • What is ethical investing and the different screenings involved
  • The portfolio benefits of ethical investing
  • Small cap opportunities – case study in technology

Session 5B

How property based funds can deliver competitive income in a low interest rate environment

Speaker: Philip Ryan, Managing Director & Clinton Arentz, Head of Lending and Property Development, Trilogy Funds

During the current low-interest rate environment, many investors are searching for competitive yield. Property-based funds provide an option for income as part of a diversified portfolio.

In this short presentation, Trilogy Funds’ Managing Director and Founder Phillip Ryan discusses the current status of the Australian property market and explains how the Trilogy Monthly Income Trust seeks to provide its investors with income while managing risk.

Clinton Arentz, Trilogy’s Head of Lending and Property Development provides an overview of the Trilogy Monthly Income Trust’s loan portfolio and the ways in which the Trilogy team works to ensure the success of each of the loans within the portfolio.    

11.45am

Session 6A

Deriving income from small-ticket commercial property

Speaker: Lauren Ryan, Business Development Manager - Investments, Thinktank

In 2020 investors have seen official cash rate cuts, decreases in rental income, dividend cuts and in some cases term deposit rates below 1%. This poses a dilemma for SMSF Trustees seeking to derive risk-weighted income from traditional income yielding investments. Today’s presentation will dive into how exposure to commercial property can aid investors in achieving their income goals in retirement.

Download PDF resource

Session 6B

The Law of Averages – The Long Term Case for Investing in Bonds

Speaker: Ray Trevisan, Director/Fund Manager, OTG Capital

The common, long held view that shares will always outperform bonds is statistically correct – but is it always true?

Ray Trevisan, Fund Manager and Director at OTG Capital will present some compelling data and supporting numbers that show, on average, bond investing can deliver yields close to and possibly better than the share market over the long term. Ray develops and argues the case that share investing is often made to look appealing and easy, whereas in truth, that is not necessarily the case. The harsh reality is in far too many instances share investors love to claim their “big bangers”, but remain remarkably silent about their “fizzers”.

In closing out, OTG Capital looks to demonstrate a way forward with bonds that can potentially provide strong returns even in low interest rate climates, within a comfortable investor risk profile.

There’s a lot more to bonds than boring, no interest Treasury notes!

Download PDF resource

Session 6C

Investing for income as interest rates go to zero

Speaker: Stephen Bruce, Portfolio Manager, eInvest Income Generator Fund (Managed Fund) (ASX:EIGA) and Brad Dunn, Senior Credit Analyst of eInvest fixed income active ETFs ECAS, ECOR and EMAX Senior Credit Analyst, eInvest

With interest rates dropping to a record low 0.1% in November, it’s no wonder that SMSF investors are looking at other options for investment income. eInvest focuses on Active ETFs, that is, Exchange Traded Funds that are actively managed by professional funds managers.
 
This presentation will feature two of our fund managers, Brad Dunn and Stephen Bruce, as they explain how they each invest for income in their eInvest Active ETFs that focus on Fixed Income and Equities respectively. Mostly importantly, they discuss the range of risks you are taking on as you move up and down the risk spectrum.

You can invest via your online broker, just like a share. For Brad search codes ECAS, ECOR and EMAX and Stephen via code EIGA. For additional information chat with our friendly team on the booth or on our website chat at einvest.com.au

12.10pm

Keynote Speaker

Wrapping up 2020 and looking ahead to a new year

Speaker: Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital

Finding a year to rival 2020 for humanity, global economies and financial markets is a tough call. In this session, Dr Shane Oliver covers:

  • A wrap of the state of play in markets and global economies after a rollercoaster year.
  • A look ahead at 2021: what might we expect as the world tries to live with, and recover from, the COVID-19 pandemic?
  • Dynamics of key asset classes for 2020 and beyond.

12.30pm

We invite you to explore the Exhibition Hall and Resource Centre to save and download key resources from the day.

1.00pm

EVENT CLOSE

Day 2 - Friday 27 November

8.30am

EVENT PLATFORM OPENS

9.00am

Session 7

Income in a volatile world

Speaker: Michael Watson, Head of Distribution APAC, LaTrobe Financial

With Australia progressing well in its daily battle against the spread of coronavirus, we continue along the bumpy road to economic recovery.
 
Please join our Head of Distribution – Asia Pacific, Michael Watson, as he discusses the current headwinds and tailwinds of the Australian economy. Michael will talk about the key issues, plus the strength and resilience of the La Trobe Australian Credit Fund for income investors, having operated through many economic cycles over nearly seven decades.

9.30am

Session 8A

Monthly income and higher yields

Speaker: Tom Sherston,  Head of Sales, Balmain

Balmain Discrete Mortgage Income Trusts provide exclusive opportunities to invest in individual first mortgage loans backed by commercial property that offer a range of different risk, rewards and investment terms.

Balmain Private will aim to demonstrate to both potential Retail and Wholesale Investors how to search for ‘Monthly income and higher yields’ within a low interest market.

Session 8B

Exploring investment options in a low-rate, uncertain market

Speaker: Justin Kim, Head of Advice, Citi Group

A stream of global events has kept market volatility high in recent months and years. With volatility set to be the new norm, 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.
 
Citi’s Head of Advice, Justin Kim, will delve into the challenges facing markets and how the bond universe and select alternative investments are providing avenues for income growth.

9.50am

BREAK

10.15am

Session 9A

Generating returns in the absence of growth

Speaker: Andrew Thompson, General Manager, CFMG Capital

Property investment is one of the largest components of household wealth in Australia and it’s becoming more common for people to establish a SMSF to acquire more residential property.
 
Direct property investment is not the only way to invest in property and delivering quality residential developments effectively and efficiently, doesn’t necessarily rely on growth.
 
View the presentation to find out how CFMG Capital targets growth but doesn’t rely on it to deliver successful developments, or provide opportunities for you to invest in your future.

Session 9B

Building wealth in an era of inflation and deflation

Speaker: Jordan Eliseo, Manager, Listed Products and Investment Research, The Perth Mint

Since the global financial crisis, average inflation rates across the developed world have declined, with technological advancements, demographics, high debt levels and low money velocity contributing to this trend. Despite this, the value of money has collapsed relative to financial assets, which have experienced colossal levels of inflation.

This presentation looks at the forces driving both inflation and deflation, reviews which camp will win this monetary tug of war, and how investors can build and protect wealth in the years ahead.

10.45am

SMSF Legislation and Regulation update

Speaker: Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association

To ensure your SMSF remains compliant, and to maximise the benefits of an SMSF, it’s important to stay up to date with all the latest legislative developments.

Presented by the SMSF Association’s Deputy CEO and Director of Policy & Education, this session will provide an update on recent rule changes including changes which are on the horizon for SMSFs.

11.05am

BREAK

11.30am

Keynote Speaker

A regulator’s perspective - understanding your obligations as an SMSF trustee

Speaker: Kellie Grant, Director, SMSF Auditors Portfolio, Australian Taxation Office

This session will outline your role and responsibilities as an SMSF trustee and provide you with some tips to help manage your SMSF.

12.00pm

Session 10A

Rearranging the SMSF audit

Speaker: Darin Tyson-Chan, Publisher and Editor, smstrusteenews

The new auditor independence standards that took effect on 1 January 2020 are going to significantly affect the administration and compliance arrangements for SMSFs. 

This session will cover what the changes are, how it will impact the appointment of an SMSF auditor and administration provider, as well as the ATO’s position towards how trustees respond to the situation.

Session 10B

Unleashing your SMSF passive powerhouse of wealth creation

Speaker: Paul Wilson, Director, Income2Wealth Group

Discover how to unleash a Powerhouse of Passive Income Wealth Creation in your self-managed super fund to potentially fund your retirement in one smart move through a leading edge investment pathway that offers fixed above-market annual returns paid direct into your self-managed super fund bank account monthly.

12.30pm

Session 11A

What are the proven method’s in stress testing an alternative investment opportunity?

Speaker: Paul Miron, Managing Director and Paul Myliotis, Managing Director, MSquared Capital

With a record low cash rate disrupting traditional asset allocation within Self Managed Super Funds. Learn how Msquared Capital, an alternative solution specialising in first mortgage investments can assist in providing yield for your capital.

Msquared Capital is a private credit provider, otherwise known as a non-bank lender that matches Borrower funding requirements with investors, who require a regular income, with low volatility, secured against real estate located on the Eastern Seaboard of Australia.

Session 11B

Is an SMSF right for you?

Speaker: Franco Morelli, Policy Manager, SMSF Association

“Is an SMSF right for you?”
This is the key question we explore at our SMSF and Investor Expo.

In this session, Franco Morelli, Policy Manager at the SMSF Association, will run through some of the significant findings in our new research which looks at the cost-effective balance of an SMSF and what it means for you as a potential and current trustee.

In addition, he will explore some recent trustee survey findings about what are the motivations and considerations for setting up an SMSF and their trustee experience.

12.50pm

BREAK

1.00pm

Keynote Speaker

Economic outlooks - The key drivers that will shape the economy and markets over the next 12 months

Speaker: Peter Switzer, Founder, Switzer Group

Join Peter Switzer as he discusses the key drivers shaping the economy and markets over the next 12 months, what to look out for and how it may impact on your investments.

1.30pm

Keynote Session

Perspectives on the Retirement Income Review Report​​

Speakers: Mr Stephen Jones MP, Shadow Assistant Treasurer & Shadow Minister for Financial Services Australian Labor Party and Senator Andrew Bragg, Liberal Senator for NSW.

 

Interviewed by: John Maroney, CEO, SMSF Association

Join us for two special interviews with Mr Stephen Jones MP and Senator Andrew Bragg as they provide their perspectives on the recently released Retirement Income Review Report.

They will be interviewed separately by John Maroney, CEO of the SMSF Association, as they explore the Report’s key findings and what these findings may mean for the future development of retirement incomes and superannuation policy.

2.10pm

We invite you to explore the Exhibition Hall and Resource Centre to save and download key resources from the day.

2.30pm

EVENT CLOSE

Meet the Exhibitors

Learn more about each of this year’s Exhibitors here.

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.