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February 2018

Vital SMSF & Estate Planning Strategies – Sydney, NSW

February 15 @ 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 – Adelaide, SA

February 20 @ 10:00 am - 11:30 am
The Science Exchange, 55 Exchange Place (entrance McHenry Street)
Adelaide,SA 5000 Australia
+ Google Map

    - 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…

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Investing in volatile markets in 2018 – Perth, WA

February 20 @ 10:30 am - 12:00 pm
Regus St Martins Tower, Level 9, 40 St Georges Terrace
Perth,WA 6000 Australia
+ Google Map

  - 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…

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Vital SMSF & Estate Planning Strategies – Melbourne, VIC

February 22 @ 11:30 am - 1:00 pm
State Library of Victoria (Entry 3), 179 La Trobe Street
Melbourne,VIC 3000 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 need an…

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Investing in volatile markets in 2018 – Sydney, NSW

February 27 @ 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…

Find out more »

March 2018

Investing in volatile markets in 2018 – Melbourne, VIC

March 6 @ 11:30 am - 1:00 pm
State Library of Victoria (Entry 3), 179 La Trobe Street
Melbourne,VIC 3000 Australia
+ Google Map

    - 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

March 8 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
+ Google Map

            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

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…

Find out more »

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
+ 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…

Find out more »

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
+ Google Map

    - 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

March 28 @ 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 need an…

Find out more »

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
+ 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…

Find out more »

Mid-year Investor Briefing – Brisbane, QLD

April 26 @ 10:00 am - 12:00 pm
State Library of Queensland, Stanley Place
Brisbane,QLD4101Australia
+ Google Map

  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
+ Google Map

  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

May 1 @ 10:00 am - 12:00 pm
The Science Exchange, 55 Exchange Place (entrance McHenry Street)
Adelaide,SA 5000 Australia
+ Google Map

  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
+ Google Map

  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
+ Google Map

  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

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…

Find out more »

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
+ 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 need an SMSF company trustee? - General,…

Find out more »

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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