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February 2018
Vital SMSF & Estate Planning Strategies – Sydney, NSW
<!-- --> 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…
Find out more »Investing in volatile markets in 2018 – Adelaide, SA
- The Australian share market continues to lag overseas markets. - Interest rates remain at historic lows. - China has softened and world markets continue to display 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 presentation…
Find out more »Investing in volatile markets in 2018 – Perth, WA
- The Australian share market continues to lag overseas markets. - Interest rates remain at historic lows. - China has softened and world markets continue to display 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 presentation (followed…
Find out more »Vital SMSF & Estate Planning Strategies – Melbourne, VIC
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…
Find out more »Investing in volatile markets in 2018 – Sydney, NSW
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…
Find out more »March 2018
Investing in volatile markets in 2018 – Melbourne, VIC
- 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…
Find out more »Vital SMSF & Estate Planning Strategies – Sydney, NSW
Event Fully Booked 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…
Find out more »Investing in volatile markets in 2018 – Sydney, NSW
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…
Find out more »Vital SMSF & Estate Planning Strategies – Adelaide, SA
<!-- --> 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…
Find out more »Investing in volatile markets in 2018 – Melbourne, VIC
- 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…
Find out more »Vital SMSF & Estate Planning Strategies – Sydney, NSW
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…
Find out more »April 2018
Investing in volatile markets in 2018 – Sydney, NSW
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…
Find out more »Mid-year Investor Briefing – Brisbane, QLD
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…
Find out more »Mid-year Investor Briefing – Perth, WA
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…
Find out more »May 2018
Mid-year Investor Briefing – Adelaide, SA
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…
Find out more »Mid-year Investor Briefing – Melbourne, VIC
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…
Find out more »Mid-year Investor Briefing – Sydney, NSW
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…
Find out more »Vital SMSF & Estate Planning Strategies – Sydney, NSW
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…
Find out more »Vital SMSF & Estate Planning Strategies – Sydney, NSW
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,…
Find out more »June 2018
Beyond the Blue Chips
***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…
Find out more »