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May 2016
Free

Vital SMSF & Estate Planning Insights – Sydney, NSW

May 31 @ 10:00 am - 11:30 am
Clime Office – Sydney,
Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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  Let Clime Super ensure your superfund is structured to maximise the security of your family's future. Michael will detail best practice in the areas of Self Managed Super Fund (SMSF) administration & accounting, Estate Planning and multi-asset funds management. You may be surprised to hear the number of factors that can come into play within your SMSF & estate plan. Agenda - Sustainable tactical asset allocation - SMSF company trustee and re-contribution insights - General, corporate and enduring powers…

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June 2016
Free

Advanced SMSF Budget 2017 Workshop – Sydney, NSW

June 1 @ 10:00 am - 12:30 pm
Sydney Masonic Centre,
66 Goulburn Street
Sydney,NSW2000Australia
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  The Australian Federal Budget for 2016/2017 was released on 3 May and with it come a great number of changes, especially in the areas of Superannuation and tax thresholds. Head of Clime Super, Michael Kloeckner and HLB Super Specialist Partner Paul Bottele will detail how the new budget affects your Super, what needs to be taken into consideration regarding non-concessional contributions, and discuss the option of family trusts to counter those changes. Agenda - Overview on Federal Budget 2016/2017…

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Free

How to invest in volatile markets – Sydney, NSW

June 6 @ 10:00 am - 11:30 am
Clime Office – Sydney,
Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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  - The Australian share market is below the value it was at 10 years ago. - Interest rates remain at historic lows. - China is softening and world markets continue to display high volatility. Given this perfect storm of uncertainty, how does anyone make money in these markets, whilst avoiding taking undue risk? Our interactive presentation will take you through some of the key issues facing today’s investor, and will help you to establish a framework for your portfolio to navigate…

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Free

How to invest in volatile markets – Melbourne, VIC

June 7 @ 10:00 am - 11:30 am
State Library of Victoria,
179 La Trobe Street (Entry 3)
Melbourne,VIC3000Australia
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  - The Australian share market is below the value it was at 10 years ago. - Interest rates remain at historic lows. - China is softening and world markets continue to display high volatility. Given this perfect storm of uncertainty, how does anyone make money in these markets, whilst avoiding taking undue risk? Our interactive presentation will take you through some of the key issues facing today’s investor, and will help you to establish a framework for your portfolio to navigate…

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Free

Global Market Outlook – Perth, WA

June 7 @ 10:00 am - 12:00 pm
Parmelia Hilton Perth,
14 Mill Steet
Perth,WA6000Australia
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  Investor Briefing In today’s volatile markets, the topics of asset allocation and risk management are more pertinent than ever – and investing beyond Australia has become one of Clime’s prime strategies to aim for capital growth for our clients. In conjunction with our London-based partner, Sanlam Private Wealth, join us as we share our insights on the outlook for world markets and investment opportunities across the globe. Featuring John Abernethy Chief Investment Officer Clime Asset Management Pieter Fourie Head…

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Free

Global Market Outlook – Adelaide, SA

June 8 @ 10:00 am - 12:00 pm
Mercure Grosvenor Hotel,
125 North Terrace
Adelaide,SA5000Australia
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  Investor Briefing In today’s volatile markets, the topics of asset allocation and risk management are more pertinent than ever – and investing beyond Australia has become one of Clime’s prime strategies to aim for capital growth for our clients. In conjunction with our London-based partner, Sanlam Private Wealth, join us as we share our insights on the outlook for world markets and investment opportunities across the globe. Featuring John Abernethy Chief Investment Officer Clime Asset Management Pieter Fourie Head…

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Free

Global Market Outlook – Brisbane, QLD

June 9 @ 10:00 am - 12:00 pm
Hotel Urban Brisbane,
345 Wickham Terrace
Brisbane,QLD4000Australia
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  Investor Briefing In today’s volatile markets, the topics of asset allocation and risk management are more pertinent than ever – and investing beyond Australia has become one of Clime’s prime strategies to aim for capital growth for our clients. In conjunction with our London-based partner, Sanlam Private Wealth, join us as we share our insights on the outlook for world markets and investment opportunities across the globe. Featuring John Abernethy Chief Investment Officer Clime Asset Management Pieter Fourie Head…

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Free

Global Market Outlook – Hobart, TAS

June 14 @ 10:00 am - 12:00 pm
Lenna of Hobart,
20 Runnymede Street
Hobart,TAS7004Australia
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  Investor Briefing In today’s volatile markets, the topics of asset allocation and risk management are more pertinent than ever – and investing beyond Australia has become one of Clime’s prime strategies to aim for capital growth for our clients. In conjunction with our London-based partner, Sanlam Private Wealth, join us as we share our insights on the outlook for world markets and investment opportunities across the globe. Featuring John Abernethy Chief Investment Officer Clime Asset Management Pieter Fourie Head…

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Free

Global Market Outlook – Melbourne, VIC

June 15 @ 10:00 am - 12:00 pm
State Library of Victoria,
179 La Trobe Street (Entry 3)
Melbourne,VIC3000Australia
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  Investor Briefing In today’s volatile markets, the topics of asset allocation and risk management are more pertinent than ever – and investing beyond Australia has become one of Clime’s prime strategies to aim for capital growth for our clients. In conjunction with our London-based partner, Sanlam Private Wealth, join us as we share our insights on the outlook for world markets and investment opportunities across the globe. Featuring John Abernethy Chief Investment Officer Clime Asset Management Pieter Fourie Head…

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Free

Global Market Outlook – Sydney, NSW

June 16 @ 10:00 am - 12:00 pm
Sydney Masonic Centre,
66 Goulburn Street
Sydney,NSW2000Australia
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  Investor Briefing In today’s volatile markets, the topics of asset allocation and risk management are more pertinent than ever – and investing beyond Australia has become one of Clime’s prime strategies to aim for capital growth for our clients. In conjunction with our London-based partner, Sanlam Private Wealth, join us as we share our insights on the outlook for world markets and investment opportunities across the globe. Featuring John Abernethy Chief Investment Officer Clime Asset Management Pieter Fourie Head…

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