Money Management to roll out May workshops
Hot on the heels of the very successful Money Management SMSF workshop in Sydney last month, Money Management will be rolling out two more practitioner workshops in May.
The first of these is 'SMAs, ETFs and Direct Investing' on 17 May at Dockside, Darling Harbour, Sydney.
This CPD-accredited one-day workshop is an essential event for financial planners who are looking to broaden their skills and knowledge of managed accounts, exchange traded funds, the new breed of direct fixed interest products, and constructing low cost diversified equity portfolios.
Confirmed speakers include Recep Peker (Investment Trends), Jon Reilly (Implemented Portfolios), Tim Bradbury (ETF Consulting), Drew Corbett (BetaShares), Bill Keenan (Lonsec) and Dr Tony Rumble (LPAC Online and Alpha Structured Investments).
Sessions covered include:
- research update
- managed accounts
- exchange traded funds (ETF)
- understanding ETF structures
- constructing low-cost diversified equities portfolios
- direct fixed interest investing; and
- how to add alpha for a client/portfolio.
The second workshop will be on 'SMSFs' in Docklands, Melbourne.
This event will follow on from the highly successful Sydney workshop, which received 9.75 CPD points.
Scheduled for 30 May, the format for this event has been modified from the Sydney workshop and is essential for Aaron Dunn, accountants, auditors, trustees, lawyers and SMSF professionals who are looking for the most up-to-date information on issues, rulings, strategies and developments in the SMSF sector.
Sessions covered include:
- Latest SMSF issues and updates
- Top SMSF strategies
- Strategic modelling
- Transferring assets and Power of Attorney in SMSFs
- Super death benefits and blended families
- New portfolio structures for SMSFs.
Confirmed speakers include Peter Hogan (MLC Technical), financial planning (The SMSF Academy), Chris Hill (Hill Legal), Jon Reilly (Implemented Portfolios), Ian Glenister (Glenister & Co), Belinda Aisbett (Super Sphere), Luis Sarmiento (Macquarie).
Both workshops are CPD accredited.
For more information about the programs or to book your tickets, go to Professional Development.
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