This event is for anyone interested in Self Managed Super, Property and Shares
It’s our Premier Annual Event! Don’t Miss It!
The Future of Superannuation – how do the latest Budget changes affect us?
The Latest on Exchange Traded Funds
Navigating the Stock Market – Investing for the Long – Term
Perth’s Property Market – How Perth is Positioned as a Global City, The Long – Term Investor View
The Demographics of Perth – Who is coming to town and why, The Frontier State – prepare for the next population boom
Pan Pacific Hotel, 207 Adelaide Terrace, Perth 14 June 2016
Visit our Sponsor Tables during Registration from 5pm
Speakers 5.30 – 7pm Drinks Afterwards
Budget changes to super – will they affect you? Changes mean new strategies. We’re waiting on Legislation which may be 6 months away. What should you do now? When should you invest? What should you invest in? Can you do it yourself? Where is the Stock market Going? What property do I invest in? Western Australia – A Frontier Community, Perth – A Global City, Positioned for Growth.
Five Interesting Speakers here to share their thoughts with you – Checkout their profiles below. Plus, we’ll have a range of interesting sponsor tables to give you some great contacts and further ideas. Get there early to check out the sponsors, or spend some time during drinks after the speakers to browse the sponsor tables and also meet with the speakers and network with everyone. We look forward to seeing you there and meeting with you.
Any problems booking just email debi@sondergaard.com.au or call 08 6313 1900 and we’ll help book your tickets.
Our speakers and sponsors below:
Henry Mortlock of VanEck Global
Henry is a respected presenter on the subject of the benefits of utilising Exchange Traded Funds within portfolios. Henry is an accredited Financial Advisor in Securities and Managed Investment’s, Margin Lending and Derivatives Level 1 & 11 and works with VanEck Global, who help investors achieve greater diversification through global investing. They are one of the world’s largest Exchange Traded Product (ETP) issuers. They offer investors intelligently designed investment strategies thattake advance of targeted market opportunities.
Andy Hough, Bell Potter Securities
Andy has been involved in financial markets for the past 12 years having spent the first 2 years of his career with Hargreaves Landsdown, a broking firm based in the UK. Having completed a Bachelor of Business majoring in Economics he went on to complete level 1 of the Chartered Financial Analyst (CFA) program. Andy has been with Bell Potter Secutiries for 9 years and specialises in advising High Net Worth individuals on navigating the stock market. He has a strong focus on working with SMSF’s on growing and protecting their retirement assets.
Trevor Dunkley – Senior Property Wealth Strategist at Property Wizards
With over 30 years of property experience, Trevor has incomparable insight into the Perth property market. Trevor will discuss where and how Perth will change over the next 10 years, letting you know what to invest in to grow your wealth in your self-managed superfund.
Gina Davidson, SMSF Specialist Advisor at Sondergaard Accountants
Gina is one of WA’s most respected and sought after SMSF Specialist Advisor (SSA) she is passionate about SMSF management, and a popular presenter on every aspect of Self Managed Superfunds. She has amazing technical knowledge and the ability to implement advanced strategies for clients.
Charles Sondergaard, Strategist at Sondergaard Accountants
Perth – The Past, The Future! Who is coming to town? Why and when? Demographics and changes. What will Perth look like in 10 and 20 years from now. What will Western Australia’s economy look like in ten years’ time? How do I plan my financial future for ten years from now?
After the presentations join us for a glass of wine and something to snack on whilst you chat to our Sponsors and Speakers
Ball Pen Legal; Bell Potter Securities; Investwise/Builton; Iconic/Centrepoint Realty; Mortgage Choice; Mirvac; National Australia Bank; Property Wizards; Resicom; Stirling Capital; Terry McBratney & Associates; Van Eck; Westpac;
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