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May 2017
Free

Vital SMSF & Estate Planning Insights – Perth, WA

May 29 @ 10:00 am - 11:30 am
Mercure Hotel Perth, 10 Irwin Street
Perth,WA 6000 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 - Super Budget change strategies - Sustainable tactical asset allocation for your SMSF - Do I need an SMSF…

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Free

Investing in volatile markets in 2017 – Brisbane, QLD

May 30 @ 10:00 am - 11:30 am
QLD Law Society, 179 Ann Street
Brisbane,QLD 4000 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

Identifying the right stocks – Sydney, NSW

May 30 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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IDENTIFYING THE RIGHT STOCKS: An Introduction to Value Investing with StocksInValue This engaging presentation will look at the principles of successful DIY investing. Using the extensive research capabilities of StocksInValue, Mark takes you through attractive business characteristics, ROE, Clime quality rating and margins of safety, as well as other essentials when facing today's often volatile stock markets. Agenda - Core investment beliefs - Attractive business characteristics - Return on Equity vs. Required Return - Perils of overpaying - Q +…

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Free

Clime Investment Forum – Canberra, ACT

May 30 @ 12:00 pm - 1:30 pm
Novotel Canberra, 65 Northbourne Avenue
Canberra,ACT2601Australia
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We look forward to seeing you at the Clime Investment Forum. This forum is designed to cover a range of investment topics including: -  Australian Growth -  Australian Small Caps -  International Equities -  Australian Income -  Property In a market environment scary to many, and subject to bouts of significant volatility, we explain how picking the right asset mix is vital to delivering on your goals and protecting yourself along the way.   Presenters: John Abernethy Chief Investment Officer,…

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Free

Vital SMSF & Estate Planning Insights – Melbourne, VIC

May 31 @ 10:00 am - 11:30 am
The Victoria Hotel – Ibis Styles Melbourne, 215 Little Collins Street
Melbourne,VIC3000Australia
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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 - Super Budget change strategies - Sustainable tactical asset allocation for your SMSF - Do I need an SMSF…

Find out more »
June 2017
Free

Vital SMSF & Estate Planning Insights – Adelaide, SA

June 1 @ 10:00 am - 11:30 am
The Science Exchange, 55 Exchange Place (entrance McHenry Street)
Adelaide,SA 5000 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 - Super Budget change strategies - Sustainable tactical asset allocation for your SMSF - Do I need an SMSF…

Find out more »
Free

Investing in volatile markets in 2017 – Sydney, NSW

June 6 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
+ Google Map

  - 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…

Find out more »
Free

Investing in volatile markets in 2017 – Melbourne, VIC

June 6 @ 10:00 am - 11:30 am
State Library of Victoria (Entry 3), 179 La Trobe Street
Melbourne,VIC 3000 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…

Find out more »
Free

Identifying the right stocks – Brisbane, QLD

June 9 @ 2:00 pm - 3:30 pm
QLD Law Society, 179 Ann Street
Brisbane,QLD 4000 Australia
+ Google Map

IDENTIFYING THE RIGHT STOCKS: An Introduction to Value Investing with StocksInValue This engaging presentation will look at the principles of successful DIY investing. Using the extensive research capabilities of StocksInValue, Mark takes you through attractive business characteristics, ROE, Clime quality rating and margins of safety, as well as other essentials when facing today's often volatile stock markets. Agenda - Core investment beliefs - Attractive business characteristics - Return on Equity vs. Required Return - Perils of overpaying - Q +…

Find out more »
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