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FOR
RETURNS
THE CHALLENGES AHEAD
NATIONAL CONFERENCE
Investment Strategic
Planning
Super
Estate
Planning
THE
SEARCH
RETURNS
THE CHALLENGES AHEAD
2015
FOR
This year our conference is titled The Search for Returns; the challenges
ahead. Most of us need cash flow on which to live and in the current financial
environment this is more difficult to find. Our speakers will suggest various
avenues to achieve the returns that you need.
CONFERENCE STREAMS
INVESTMENT
SUPERANNUATION
COMFORT
MASTERCLASS
Protecting your estate, SMSF & family trust
RELAXATION
An AIA first! This workshop weaves through the entire conference. It begins
with Doug Turek presenting a plenary session on the Monday morning, followed
by a break-out session on Investing self-diagnosis - what your investments tell
about you as an investor. Delegates will have partially entered some data into
their workbooks, and will continue to develop their plan through the other
sessions.
LUXURY
The AIA National Investors Conference provides the opportunity for investors to network with other investors.
For many, the information gained from other investors can be as valuable as the information gained from the
experts. The AIA National Investors Conference is not only educational but socially enjoyable as well.
HAPPY HOUR
Super
Estate
Planning
Affordable Luxury
MARRIOTT RESORT & SPA SURFERS PARADISE
Delegates will be given happy hour coupons which they can use at any of the happy hours at the conference.
Use as many you wish on each of the days and you are welcome to bring your non-delegate partner.
The registration fee also includes the three course conference dinner, and drinks on the Tuesday evening.
Non-delegate partners may attend the conference dinner for an additional charge of $125. Dress for the
duration of the conference and all social functions is smart casual. Jacket and tie are not required.
Investment Strategic
Planning
Surfers Paradise Marriott Resort & Spa has recently undergone a $12m refurbishment, designed to reflect the mild Queensland climate and features the soothing
effect of water with all ground floor bars and restaurants surrounded by waterscapes. This spreads across a hectare of exquisitely landscaped gardens and
includes a five metre deep saltwater lagoon, home to tropical fish. The resort also
has a marina, a boardwalk, a network of jogging and walking paths and direct
access to beaches.
NETWORKING
CONFERENCE DINNER
ACCOMMODATION
One thing is for sure, superannuation rules and strategy are constantly changing. In this stream
youll hear about SMSF strategies. From contributions, pensions, trust deed issues and estate
planning. Being up to date with superannuation rules, regulations and strategies will ensure you
maximise the benefits of this entity and stay within the compliance regime.
With life expectancies increasing rapidly, retirement is no longer about managing for 20 years,
the average retirement is now 30+ years. As a result the issues are getting more complex. How
do we transition into retirement, what are the longevity risks, will a SMSF still be appropriate,
downsizing and moving out of the family home and maximising our entitlements and benefits.
This stream will answer many of the issues we deal with during our retirement years.
CONFERENCE
FIRST
STRATEGIC PLANNING
Getting it wrong with your strategic planning can set you back years in reaching your objectives,
the risks are huge! Unfortunately this is also an area where we usually focus the least. This
stream will cover strategies from creating your own investment plan, identifying your strategic
asset allocation and other important portfolio strategies.
In a post GFC world the main game has been the search for returns in what must be the most
challenging of environments. Where are the opportunities? Where will returns be generated?
What asset classes offer unacceptable risks? Which economies will grow and which will slow?
This stream will cover all investable asset classes from equities to bonds, onshore or offshore,
property to agriculture.
SOCIAL NETWORKING
Surfers Paradise Marriott Resort & Spa is offering conference delegates a special
rate of $180 per room per night which may be extended pre or post conference,
subject to availability. Delegates will be sent reservation details upon receipt of their
registration or you can book online. If you wish to extend your stay you will need to
contact the resort direct on 1800 809 090.
OUR SPEAKERS
SUNDAY
A review of macro-economic conditions in Australia and
beyond
John Abernethy - Clime Asset Management
A world awash with liquidity continues to make the task
of finding a safe home for your money a difficult
proposition. John will run through the key economic
trends that investors have to contend with and presents
some of his predictions/thoughts for the rest of the year.
MONDAY
Discover the power of Australia's premier DIY investment solution, Stock Doctor
Elio DAmato - Lincoln Indicators (SPONSOR)
Gain a comprehensive overview of the next generation
of Stock Doctor and learn how to construct, optimise
and manage a portfolio with ease. See advanced tools
designed to help you outperform, and access our
renowned Star Stocks for either growth or income.
See how current AIA members use Stock Doctor
The key aspects of investment planning
Doug Turek - Professional Wealth
Doug will give an overview of investment planning
(including asset allocation), implementation and
monitoring including matching objectives and
constraints, budgets for assets, selecting investments
and monitoring and managing.
The risk in chasing yield
Peter Rawle - Cromwell Funds Management
Investing in AREITS can provide access to a unique
sector on the ASX which could enhance income plus
growth in a portfolio, but there are risks that we need to
be aware of.
Best practice SMSF and estate planning strategies
Michael Kloeckner - Clime Asset Management
Covering SMSF company trustee and re-contribution,
general, corporate and enduring powers of attorney,
binding/non-binding lapsing/non lapsing death nominations, beneficiary controlled and capital protected
testamentary trust wills, estate planning strategies to
minimize tax and maximize asset protection, and multi
asset SMSF funds management
Investing self-diagnosis - what your investments
tell about you as an investor
Doug Turek - Professional Wealth
The first session in the Create your own investment
plan workshop series. The attendees will work through
5-10 key indicators and analyse what these mean to
them as investors, and how they might prepare a robust
financial plan that they are comfortable with.
A portfolio for all seasons
David Lane - Pitcher Partners
Maintaining a consistent and rigorous strategy is vitally
important for successful portfolio construction. Learn
how Strategic Asset Allocation provides superior long
term returns while reducing overall portfolio volatility.
Maximise Returns, Invest in Shares that give both
Capital Growth and Dividend Income
Robert Markham - VectorVest
Low interest rates and volatile markets present serious
challenges to investors looking to maximize returns.
Robert will show how to build and manage a portfolio of
safe, quality dividend paying shares able to withstand
market volatility and provide growth and dividends.
Whod want to buy gold?
Jordan Eliseo - ABC Bullion
After a post GFC rally to nearly USD $2,000/oz in 2011,
gold prices have been in free-fall, back to USD
$1,150oz, with some analysts forecasting a sub $500/oz
level. Jordan will highlight why gold has fallen so far out
of favour, and explain why contrarian investors are using
the current weakness as a buying opportunity.
MASTERCLASS
TUESDAY
The investing song remains the same
Elio DAmato - Lincoln Indicators
The investing landscape is ever changing, yet 'tried and
true' and always remains the same for successful
investors. Elio will show you the underlying principles of
successful portfolio management that have stood the
test of time and weathered all environments.
Understanding Yield Strategies
Julie McKay - Bendigo Bank
After adjusting for inflation, taxes and fees, investors are
almost paying for the privilege of storing cash in a bank.
In contrast, average dividend yields for Australian
shares remain above 4%p.a. Borrowing to invest may
be a suitable way to take advantage of low borrowing
costs and high dividend yields.
Race by the Rellies, the challenges when youre dead
Shane Ellis - SMSF Law
We can safeguard against fights between our loved
ones when we are gone. Family Estate Protection
Planning is important to us all. We can minimise the risk
of arguments over our SMSF and personal estates,
maximising the legacy that we leave.
WEDNESDSAY
Fixed income assets - sorting the wheat from the chaff
John Likos - Morningstar
Fixed income plays a crucial role in an investment
portfolio. Looking at hybrids, bonds and other forms of
credit, John will scrutinise the risks these investments
carry and explain how to choose quality assets.
Enchaining portfolio income with options
Felicity Cooper - Morgans
Careful use of options can increase returns in a portfolio, while also providing opportunity for income stability.
Felicity will go through how to use options the right way
to improve your investment cash flow.
Tackle todays investing challenges with nimble short
term investing
Robert Brain - ATAA
Ever since the GFC, the general investing climate has
been challenging. A more nimble and shorter-term
approach to investing in the equity markets can be very
fruitful, especially when coupled with smart capital
protection strategies.
Low returns or high risk, what happens now?
Roger Montgomery - Montgomery Investment
You've beaten the market and received good income.
But what happens next? Accepted wisdom says that
stock prices and the market value of your retirement
nest egg will be supported until interest rates start to
rise. Will that be the case this time?
Managing your portfolio
Richard Cowan - AIA Member
This session is the penultimate session in the Create
your investment plan workshop.
After considering our investment objectives and asset
mix, we now look at the ongoing management of our
portfolio and honestly reflect on how well we are
following our investment plan. Consider record
keeping, benchmarking performance, rebalancing etc.
Managing the longevity risks of retirement
Russell Lees - Sornem Wealth, AIA Director
The massive growth over the last twenty years in
investment markets alongside compulsory superannuation have left many in a position of being self-funded in
retirement. This is all happening at a time where life
expectancy is increasing. Many investors continue to
focus on selecting investments and managing portfolios
but under prepare for their own longevity risks.
Breaking it down - Fundamentals and Intrinsic Value in
the top 100
George Boubouras - Contango
Exploring fundamental values of the ASX100 stocks and
stocks within. Then focussing on Intrinsic Value
finding companies out of favour with the market and
potentially worth more than their current valuation.
Revising and improving your plan
Brian Spies - AIA Director
This is the final session in the Create your own investment plan workshop. The investor would have
prepared the first draft of an Investment Plan, and
identified gaps in information and knowledge needed to
complete the plan. The session will conclude with next
steps designed to assist the investor improve their
plan over time.
How to pick hidden gems outside the ASX 100
Ronni Chalmers - CBG Capital
Companies outside the ASX 100 can provide investors
with greater potential for growth.Ronni will highlight his
top picks and how private investors can profit from this
lucrative bracket of companies.
Optimist Portfolio theory
Marcus Padley - Marcus Today
Marcus will explain the mistakes that individual investors have been making since Modern Portfolio Theory
began to condition and mislead us 63 years ago and
will introduce a new basis for individual portfolio
management more suited to the modern investor.
Investment Strategic
Planning
Super
Estate
Planning
OUR SPONSORS
CONFERENCE PROGRAM
DAY 1 - SUNDAY 2ND AUGUST 2015
1.00 - 4.30pm
5.00 - 6.00pm
6.00 - 7.00pm
HAPPY HOUR
CONFERENCE STREAMS
INVESTMENTS
STRATEGIC
PLANNING
SUPER
RETIREMENT /
ESTATE
PLANNING
9.00am
9.15am
10.15am
MORNING TEA
10.45am
11.45am
12.45pm
LUNCH
1.45pm
2.45pm
3.45pm
AFTERNOON TEA
4.15pm
5.15pm
6.15 - 7.30pm
8.00am
9.00am
10.00am
MORNING TEA
9.00am
10.30am
10.00am
MORNING TEA
10.30am
11.30am
12.30pm
LUNCH
1.30pm
2.30pm
3.30pm
3.40pm
HAPPY HOUR
4.30pm
CONFERENCE CLOSE
11.30am
12.30pm
LUNCH
1.30pm
2.30pm
3.30pm
AFTERNOON TEA
4.00pm
Investing vs Speculation;
Peter Thornhill - Motivated Money
5.00pm
HAPPY HOUR
7.15pm
8.00am
IC Investor (Sponsor)
Clime (Sponsor)
THE
SEARCH
FOR
RETURNS
2015
THE CHALLENGES AHEAD
SUNDAY WORKSHOP
BOOK NOW
The AIA may provide your information to AIA sponsors in order to provide you once only, with information on investment products. services, publications
and various affinity benefits. However if you do not wish your personal details to be used in this way, please tick the box below. ABN75 052 411 999.
CANCELLATIONS: Should you be unable to attend, a substitute delegate is always welcome to attend. Alternatively, cancellations received in writing
before or on 10 July 2015 will receive a full refund less a 15% administration fee. Cancellations received after 10 July will incur a 40% admin fee.
Registration
fees
Early Bird to 31 May Standard from 1 June
Places
Amount
______________________________________________________________________________________________________________
AIA
Member Registration
$865.00
$765.00
______________________________________________________________________________________________________________
Partner
Registration
$695.00
$695.00
______________________________________________________________________________________________________________
$995.00
Non-member
Registration - includes 12 month AIA membership
$895.00
______________________________________________________________________________________________________________
$865.00
AIR,
ATAA or ASA Member
NO
YES Member number:
$765.00
______________________________________________________________________________________________________________
$125.00
Optional
Tuesday Conference dinner for Partners not attending conference
$125.00
______________________________________________________________________________________________________________
$ 55.00
Sunday
Seminar Workshop (includes afternoon tea)
$ 55.00
______________________________________________________________________________________________________________
NO
Cheque
Master Card