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 into the draw to win a range of exciting prizes

Join us online:

Day 1 – Thursday 26 November
The online platform opens at 8.30 am
Sessions commence 9.00 am (AEDT)

Day 2 – Friday 27 November

The online platform opens at 8.30 am
Sessions commence 9.00 am (AEDT)

Cost: $10 (includes both days)

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We look forward to meeting you virtually at the SMSF + Investor Expo!

Purchase ticket ($10)

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.  

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 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.

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.

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.

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.”.

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).

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.

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

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.

Program

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

Stay tuned for further program announcements.

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.