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March 2018

Investing in volatile markets in 2018 – Sydney, NSW

March 15 @ 10:00 am - 11:30 am

    EVENT FULLY BOOKED - The Australian share market continues to lag overseas markets. - 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 these…

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Vital SMSF & Estate Planning Strategies – Adelaide, SA

March 20 @ 11:30 am - 1:00 pm
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 - Sustainable tactical asset allocation for your SMSF - Do I…

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Investing in volatile markets in 2018 – Melbourne, VIC

March 21 @ 11:30 am - 1:00 pm
State Library of Victoria (Entry 3), 179 La Trobe Street
Melbourne,VIC 3000 Australia
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    - The Australian share market continues to lag overseas markets. - 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 these ‘uncharted waters’. The…

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Vital SMSF & Estate Planning Strategies – Sydney, NSW

March 28 @ 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 for your SMSF - Do I need an…

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April 2018

Investing in volatile markets in 2018 – Sydney, NSW

April 11 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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    EVENT FULLY BOOKED - The Australian share market continues to lag overseas markets. - 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 these…

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Mid-year Investor Briefing – Brisbane, QLD

April 26 @ 10:00 am - 12:00 pm
State Library of Queensland, Stanley Place
Brisbane,QLD4101Australia
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  The return of volatility has left investors rightly concerned about what the future has in store. Our mid-year investor briefing will include a thorough review of where we see the macro environment, the challenges and opportunities this presents, and the key issues that investors should be considering when reviewing their asset allocations. In the search for growth and income, both fixed interest and higher growth asset classes (which may incur higher risk) need to be considered. Come and hear…

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Mid-year Investor Briefing – Perth, WA

April 30 @ 10:00 am - 12:00 pm
Parmelia Hilton Perth, 14 Mill Steet
Perth,WA6000Australia
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  The return of volatility has left investors rightly concerned about what the future has in store. Our mid-year investor briefing will include a thorough review of where we see the macro environment, the challenges and opportunities this presents, and the key issues that investors should be considering when reviewing their asset allocations. In the search for growth and income, both fixed interest and higher growth asset classes (which may incur higher risk) need to be considered. Come and hear…

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May 2018

Mid-year Investor Briefing – Adelaide, SA

May 1 @ 10:00 am - 12:00 pm
The Science Exchange, 55 Exchange Place (entrance McHenry Street)
Adelaide,SA 5000 Australia
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  The return of volatility has left investors rightly concerned about what the future has in store. Our mid-year investor briefing will include a thorough review of where we see the macro environment, the challenges and opportunities this presents, and the key issues that investors should be considering when reviewing their asset allocations. In the search for growth and income, both fixed interest and higher growth asset classes (which may incur higher risk) need to be considered. Come and hear…

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Mid-year Investor Briefing – Melbourne, VIC

May 2 @ 10:00 am - 12:00 pm
Melbourne Convention and Exhibition Centre, 1 Convention Centre Pl
South Wharf,VIC3006Australia
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  The return of volatility has left investors rightly concerned about what the future has in store. Our mid-year investor briefing will include a thorough review of where we see the macro environment, the challenges and opportunities this presents, and the key issues that investors should be considering when reviewing their asset allocations. In the search for growth and income, both fixed interest and higher growth asset classes (which may incur higher risk) need to be considered. Come and hear…

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Mid-year Investor Briefing – Sydney, NSW

May 3 @ 10:00 am - 12:00 pm
ICC Darling Harbour, 14 Darling Dr
Sydney,NSW2000Australia
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  The return of volatility has left investors rightly concerned about what the future has in store. Our mid-year investor briefing will include a thorough review of where we see the macro environment, the challenges and opportunities this presents, and the key issues that investors should be considering when reviewing their asset allocations. In the search for growth and income, both fixed interest and higher growth asset classes (which may incur higher risk) need to be considered. Come and hear…

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Vital SMSF & Estate Planning Strategies – Sydney, NSW

May 17 @ 10:00 am - 11:30 am

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 for your SMSF - Do I need an SMSF company trustee? - General, corporate…

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Vital SMSF & Estate Planning Strategies – Sydney, NSW

May 29 @ 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 for your SMSF - Do I need an SMSF company trustee? - General,…

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June 2018

Beyond the Blue Chips

June 6 @ 2:00 pm - 3:30 pm

***Event fully booked*** Searching for reliable dividend income and capital growth in the current environment requires a change to the way you think. Stock selection is vital (as always), but where good stocks lie might surprise you. An opportunity to hear from David Walker, Clime Large-Caps Portfolio Manager, recently seen on ABC The Business and regular contributor to the Australian Newspaper Wealth Section. Agenda Market and macro environment Implications for investing in Australian Equities Finding Growth in this asset class…

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July 2018

Vital SMSF & Estate Planning Strategies – Melbourne

July 23 @ 9:30 am - 11:00 am

A seminar focussing on specific Tax and Estate planning strategies that will enable you to get the best out of your SMSF in light of the recent legislative changes. An opportunity to hear from and engage with two highly qualified SMSF specialists. Agenda - Tips and traps of the new downsizing rules - Managing the lifetime and contribution caps - Super vs non-super investing case study from a tax perspective - Comprehensive update on key areas of Estate Planning as…

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Beyond the Blue Chips – Brisbane

July 25 @ 10:00 am - 11:30 am

Following the recent Clime Mid-Year Roadshow, which discussed investment opportunities beyond ASX equities, this presentation is an opportunity to delve more deeply into why traditional ASX blue chips like the banks and Telstra are incapable of generating enough retirement capital and income. The presentation explains what can realistically be expected of ASX large companies and defines their true, more limited role. We also discuss non-blue chip alternatives available to SMSF investors including international equities in sectors not available on the…

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Vital SMSF Strategies – Hobart

July 30 @ 3:30 pm - 5:00 pm

A seminar focussing on key considerations of your asset allocation within your SMSF to meet your investment objectives. An opportunity to hear from and engage with our Clime Private Wealth Adviser. Agenda - SMSF Asset Allocation trends - The importance of income diversification - Optimising your asset allocation - Q & A Speaker Sean Cummins B.Bus (Accounting) CFP Representative Clime Private Wealth <!---->

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August 2018

Beyond the Blue Chips – Sydney

August 2 @ 10:00 am - 11:30 am

Following the recent Clime Mid-Year Roadshow, which discussed investment opportunities beyond ASX equities, this presentation is an opportunity to delve more deeply into why traditional ASX blue chips like the banks and Telstra are incapable of generating enough retirement capital and income. The presentation explains what can realistically be expected of ASX large companies and defines their true, more limited role. We also discuss non-blue chip alternatives available to SMSF investors including international equities in sectors not available on the…

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Macro Outlook Discussion – Melbourne

August 29 @ 3:00 pm - 5:00 pm
Clarion Suites Gateway, 1 William St
Melbourne,VIC3000Australia
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Description A seminar focusing on the current macroeconomic and market outlook to assist you in determining an appropriate asset allocation for your investment portfolio. An opportunity to hear from John Abernethy, Clime Managing Director. Agenda The current cycle & global quantitative easing - when will it end? Emerging fiscal issues Trade wars - China vs the US Where will Australia's growth come from? Q & A These events are always very popular, so get in early to avoid disappointment.  …

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September 2018

Building Purposeful Income Portfolios – Sydney

September 13 @ 3:00 pm - 5:00 pm
Royal Automobile Club of Australia (RACA), 89 Macquarie Street
Sydney ,NSW 2000 Australia
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  Description In our recent letter to investors, we raised the prospect that in the current environment, those seeking to be or are self-funded retirees will continue to battle with low yields on both income and floating rate securities. This dictates that managing the longevity of your portfolio for retirement income, one needs to seek out a yield from a blend of both listed and unlisted (direct) securities. The question is how? This seminar focusses on how to consider unlisted…

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Building Purposeful Income Portfolios – Melbourne

September 14 @ 10:00 am - 12:00 pm
RACV City Club, 501 Bourke Street
Melbourne,VIC3000Australia
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  Description In our recent letter to investors, we raised the prospect that in the current environment, those seeking to be or are self-funded retirees will continue to battle with low yields on both income and floating rate securities. This dictates that managing the longevity of your portfolio for retirement income, one needs to seek out a yield from a blend of both listed and unlisted (direct) securities. The question is how? This seminar focusses on how to consider unlisted…

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