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October 2017

Vital SMSF & Estate Planning Strategies – Brisbane, QLD

October 17, 2017 @ 10:00 am - 11:30 am
United Service Club, 183 Wickham Terrace
Spring Hill,QLD4000Australia
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Free

            Let Clime Super ensure your superfund is structured to maximise the security of your family's future. Helen will detail best practice in the areas of Self Managed Super Fund (SMSF) administration & accounting, Estate Planning and strategies for dealing with the changes 1 July 2017. Attendees have expressed their surprise at the number of factors explained by Helen that they had not considered within their SMSF and Estate Plan, and how useful the strategies…

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Identifying the right stocks – Sydney, NSW

October 18, 2017 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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Free

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, we take 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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Vital SMSF & Estate Planning Strategies – Melbourne, VIC

October 23, 2017 @ 11:00 am - 12:30 pm
State Library of Victoria (Entry 3), 179 La Trobe Street
Melbourne,VIC 3000 Australia
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Free

            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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Vital SMSF & Estate Planning Strategies – Sydney, NSW

October 26, 2017 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
+ Google Map
Free

            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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Risk and Return: Understanding the trade-off – Perth, WA

October 27, 2017 @ 10:00 am - 11:30 am
Regus St Martins Tower, Level 9, 40 St Georges Terrace
Perth,WA 6000 Australia
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Free

  We are excited to present our newest Investor Education event: Trustees of SMSF’s have a number of significant obligations that are sometimes missed. One of those key issues is the development and maintenance (regular review and adjustment) of an Investment Strategy for that fund. Deciding what to invest in and how much, is not a simple task. A solid understanding of different asset classes and the risks inherent, when investing in each of them, is vital. Our Risk and…

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Risk and Return: Understanding the trade-off – Wollongong, NSW

October 30, 2017 @ 11:00 am - 12:30 pm
Acorn Lawyers, 15 Victoria Street
Wollongong,NSW2500Australia
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Free

  We are excited to present our newest Investor Education event, the only Wollongong event until the end of this year: Trustees of SMSF’s have a number of significant obligations that are sometimes missed. One of those key issues is the development and maintenance (regular review and adjustment) of an Investment Strategy for that fund. Deciding what to invest in and how much, is not a simple task. A solid understanding of different asset classes and the risks inherent, when…

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Risk and Return: Understanding the trade-off – Brisbane, QLD

October 31, 2017 @ 10:00 am - 11:30 am
QLD Law Society, 179 Ann Street
Brisbane,QLD 4000 Australia
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Free

  We are excited to present our newest Investor Education event: Trustees of SMSF’s have a number of significant obligations that are sometimes missed. One of those key issues is the development and maintenance (regular review and adjustment) of an Investment Strategy for that fund. Deciding what to invest in and how much, is not a simple task. A solid understanding of different asset classes and the risks inherent, when investing in each of them, is vital. Our Risk and…

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November 2017

Risk and Return: Understanding the trade-off – Sydney, NSW

November 2, 2017 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
+ Google Map
Free

    Trustees of SMSF’s have a number of significant obligations that are sometimes missed. One of those key issues is the development and maintenance (regular review and adjustment) of an Investment Strategy for that fund. Deciding what to invest in and how much, is not a simple task. A solid understanding of different asset classes and the risks inherent, when investing in each of them, is vital. Our Risk and Return presentation will assist you with this complex and…

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Risk and Return: Understanding the trade-off – Melbourne, VIC

November 3, 2017 @ 10:00 am - 11:30 am
State Library of Victoria (Entry 3), 179 La Trobe Street
Melbourne,VIC 3000 Australia
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Free

    Trustees of SMSF’s have a number of significant obligations that are sometimes missed. One of those key issues is the development and maintenance (regular review and adjustment) of an Investment Strategy for that fund. Deciding what to invest in and how much, is not a simple task. A solid understanding of different asset classes and the risks inherent, when investing in each of them, is vital. Our Risk and Return presentation will assist you with this complex and…

Find out more »

Vital SMSF & Estate Planning Strategies – Sydney, NSW

November 10, 2017 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
+ Google Map
Free

            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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Vital SMSF & Estate Planning Strategies – Wollongong, NSW

November 20, 2017 @ 11:00 am - 12:30 pm
Acorn Lawyers, 15 Victoria Street
Wollongong,NSW2500Australia
+ Google Map
Free

            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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EOY Investor Briefing – Sydney, NSW

November 24, 2017 @ 10:00 am - 12:00 pm
Wesley Conference Centre – Main Theatre, 220 Pitt Street
Sydney,NSW 2000 Australia
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Free

  As another year draws to a close, Clime would like to share our thoughts on what has passed and the investing environment for the year ahead. As always we will cover the macro-economic outlook, but we have also invited a select number of guest speakers to share their expertise on what we currently believe to be the most significant asset classes, from equity markets, to fixed interest and unlisted property. Presenters will include John Abernethy (Managing Director, Clime), together…

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EOY Investor Briefing – Melbourne, VIC

November 27, 2017 @ 10:00 am - 12:00 pm
Melbourne Convention and Exhibition Centre – Clarendon Auditorium, 2 Clarendon Street
South Wharf,VIC 3006 Australia
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Free

  As another year draws to a close, Clime would like to share our thoughts on what has passed and the investing environment for the year ahead. As always we will cover the macro-economic outlook, but we have also invited a select number of guest speakers to share their expertise on what we currently believe to be the most significant asset classes, from equity markets, to fixed interest and unlisted property. Presenters will include John Abernethy (Managing Director, Clime), together…

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December 2017

EOY Investor Briefing – Brisbane, QLD

December 1, 2017 @ 10:00 am - 12:00 pm
Karstens Conference Centre, Level 24, 215 Adelaide Street
Brisbane,QLD4000Australia
+ Google Map
Free

  As another year draws to a close, Clime would like to share our thoughts on what has passed and the investing environment for the year ahead. As always we will cover the macro-economic outlook, but we have also invited a select number of guest speakers to share their expertise on what we currently believe to be the most significant asset classes, from equity markets, to fixed interest and unlisted property. Presenters will include John Abernethy (Managing Director, Clime), together…

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EOY Investor Briefing – Adelaide, SA

December 4, 2017 @ 10:00 am - 12:00 pm
The Science Exchange, 55 Exchange Place (entrance McHenry Street)
Adelaide,SA 5000 Australia
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Free

  As another year draws to a close, Clime would like to share our thoughts on what has passed and the investing environment for the year ahead. As always we will cover the macro-economic outlook, but we have also invited a select number of guest speakers to share their expertise on what we currently believe to be the most significant asset classes, from equity markets, to fixed interest and unlisted property. Presenters will include John Abernethy (Managing Director, Clime), together…

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EOY Investor Briefing – Perth, WA

December 5, 2017 @ 9:30 am - 11:30 am
Parmelia Hilton Perth, 14 Mill Steet
Perth,WA6000Australia
+ Google Map
Free

  As another year draws to a close, Clime would like to share our thoughts on what has passed and the investing environment for the year ahead. As always we will cover the macro-economic outlook, but we have also invited a select number of guest speakers to share their expertise on what we currently believe to be the most significant asset classes, from equity markets, to fixed interest and unlisted property. Presenters will include John Abernethy (Managing Director, Clime), together…

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Vital SMSF & Estate Planning Strategies – Sydney, NSW

December 12, 2017 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
+ Google Map
Free

<!-- -->             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 »
January 2018

Vital SMSF & Estate Planning Strategies – Sydney, NSW

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

<!-- -->             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

January 16 @ 10:00 am - 11:30 am
State Library of Victoria – Seminar Room 1, 328 Swanston Street (entry via 179 La Trobe Street)
Melbourne,VIC3000Australia
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    Event Fully Booked - 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…

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Investing in volatile markets in 2018 – Sydney, NSW

January 18 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
+ Google Map

    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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