3 CPD roadshow:
Outside the super square
Learn technical strategies to get the most out of super.
Register to attend
With change comes the chance to provide better client outcomes.
If you’re excited about getting more from super for your clients and better expressing your service then this event is not to be missed.
Join us as we shift the focus from transfer balance cap issues to alternative super strategies, such as small business CGT strategies and opportunities for delivering sustainable retirement income from the imminent legislative changes.
And we're excited to bring you an international keynote, Scott West**, Head of Invesco Consulting (USA), who will share research-based insights on how advisers can better communicate their value to clients in a price sensitive environment.
This event is complimentary, earns 3 CPD points and breakfast is included. Tickets are limited so make sure you don't miss out.
What you can expect (video)
What you'll learn
Outside the super square
Keat Chew, Head of Technical Services – Netwealth
Keat will help you think differently about super by sharing alternative strategies that could benefit your clients.
This presentation aims to give you a better understanding of:
- Small business CGT super contributions – what you need to know may not necessarily be the same to what accountants know.
- Untaxed elements – it exists in the public sector world, and it certainly lurks in our taxed world as well. Recognising and doing something about it may reduce a painful financial death
- First home super savers scheme – it is more exciting, useful and user friendly than you think. Discover strategies and business opportunities that make optimum use of the new rules
- Proposed Labor Party franking credits - Let’s consider strategies to lessen the impact
Priceless: The meaning of value (USA)
Scott West (direct from the USA) & Eleece Quilliam - Invesco Consulting**
Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value?
Based on Invesco Consulting's 6-month study which included adviser interviews, investor dial-sessions and a survey of 1,000 investors, this presentation aims to give you a better understanding of:
- How to communicate fees in a confident manner
- Resonating words, phrases and sequence of the value conversation
- How to deliver on value to meet investors’ expectations
- Do investors want low costs or high value? A one off financial plan or an ongoing financial advice relationship?
**Scott West will be presenting in Sydney and Melbourne. Eleece Quilliam, National Manager at Invesco Consulting will present in Brisbane, Perth and Adelaide, Hobart and Toowoomba.
The changing legislative environment for retirement
Andrew Lowe & Sean Howard - Challenger*
This presentation aims to give you a better understanding of the challenges, opportunities and strategies for your clients presented by the following legislated and proposed changes:
- The availability of “innovative” superannuation retirement income streams including Deferred Lifetime Annuities
- Announced changes to the DSS means test assessment of lifetime income streams
- The proposed “Retirement Income Framework” for super funds
*Andrew Lowe will be presenting in Sydney, Melbourne, Adelaide and Perth. Sean Howard, Technical Service Manager will present in Brisbane, Hobart and Toowoomba.
Meet the speakers
Keat Chew
Head of Technical Services – Netwealth
At Netwealth, Keat provides technical and legislative support to advisers on superannuation and financial
planning matters.
Keat has 20+ years experience in the financial services industry providing specialist business and corporate services advice.
Scott West
Head of Invesco Consulting
Sydney & Melbourne.
Scott oversees Invesco Consulting, a company that helps financial professionals get, keep and grow business.
In the 25+ years since he joined the firm, he advanced from field sales to regional sales and finally to national sales positions.
Andrew Lowe
Head of Technical Services - Challenger
Sydney, Melbourne, Perth & Adelaide.
Andrew and the Challenger Tech Team are responsible for the development and delivery of technical content, tools and advice for advisers.
Andrew has 20+ years technical experience including roles with AMP, ING and ANZ.
Eleece Quilliam
National Manager - Invesco
Brisbane, Perth, Adelaide, Hobart & Toowoomba.
Eleece is the National Manager of Invesco Consulting in Australia, A US-based group dedicated to helping advisers get new clients, keep the clients they have and grow their businesses.
Eleece is a keynote speaker at numerous industry conferences and professional development days.
Sean Howard
Technical Services Manager - Challenger
Brisbane, Hobart & Toowoomba.
Sean has extensive experience in a broad range of areas within financial services, with particular focus in retirement and aged care planning.
Sean has worked in Technical Services for over 12 years. He joined Challenger as a Technical Services Manager in 2010, and prior to his time there, he worked at BT Financial Group and AMP.
Where you can attend
New South Wales
Sydney
Wednesday 13 March
7:30am - 11am (breakfast from 7:30am - 8am)
Establishment, Ballroom
252 George St, Sydney
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Victoria
Melbourne
Friday 15 March
7:30am - 11am (breakfast from 7:30am - 8am)
RACV Club, Level 17
501 Bourke St, Melbourne
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Western Australia
Perth
Thursday 21 March
7:30am - 11am (breakfast from 7:30am - 8am)
Fraser’s Kings Park
60 Fraser Ave, West Perth
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Tasmania
Hobart
Tuesday 5 March
7:30am - 11am (breakfast from 7:30am - 8am)
RACV Hobart Apartment Hotel
154-156 Collins St, Hobart
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Queensland
Toowoomba
Thursday 7 March
9:30 - 1pm (breakfast from 9:30am - 10am)
Toowoomba Golf Club, Diamond Room
235-323 Rowbotham St, Middle Ridge
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Register
Queensland
Brisbane
Friday 8 March
7:30am - 11am (breakfast from 7:30am - 8am)
Stamford Plaza, River Room
Corner Edward and Margaret Streets, Brisbane
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Register
South Australia
Adelaide
Friday 22 March
7:30am - 11am (breakfast from 7:30am - 8am)
Mayfair
45 King William Street, Adelaide
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Registration
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