Agenda

8.30 – 9:00  Registration

9:00 – 9:10  Welcome, agenda and SMSF update

Darin Tyson-Chan, Managing Editor, Morningstar Media

 

9:10 – 9:55  Economic update

James Holt, Director, BlackRock Investment Management

The problems surrounding the European economies and the US economy’s ability to recover don’t seem to be subsiding in a hurry. There are also worries about inflation in China and confusion as to how best manage our own dual-speed economy, all of which add up to a turbulent global economic environment. This presentation will shed light on all of these issues as well as their implications for investors.

9:55 – 10:35 Dynamic investment strategies that all SMSF trustees can utilise in an uncertain world

Matt Esler, Head of Adviser Services, Ibbotson Associates

Given the significant global macro risks, imbalances, divergent economies and government policy dependence today, an appropriate investment strategy in an uncertain world is important. In this session, Ibbotson will outline a framework that all trustees can use to assess opportunities across asset classes, countries, currencies and sectors. You will be provided with the understanding you need to develop an appropriate allocation given a return target, liquidity tolerance and maximum loss level. Relative to your goals you will discover how to allocate capital for long-term sustainable returns while focusing on capital preservation by responding to valuations, fundamentals and market behaviour.

 

10:35 – 11:15 How to finance and incorporate property in an SMSF

Tony Hayek, CEO, Blue Wealth Property

This session will take delegates through how to grow their retirement savings through an investment allocation to property. In particular it will address exactly how SMSF trustees can effectively use a limited recourse borrowing arrangement to establish or enhance the property holding within their portfolio.

 

11:15 – 11:45  Morning tea

 

11:45 – 12:25  Australian equity market

Ian Huntley, Editor, Huntleys' Your Money Weekly, Morningstar Australasia (Sydney)
Peter Warnes, Head of Equity Research, Morningstar Australasia (Brisbane, Melbourne)

Equities are an asset class that has been traditionally favoured by SMSF investors. This session will give delegates an insight into the sectors Morningstar analysts believe harbour the best investment opportunities in the Australian equity market.

12:25 – 13:05  Looking beyond convention to find opportunities

Boyd Peters, National Distribution Manager, Contango MicroCap

This session will highlight the hidden gems that can be found among the micro-cap end of the market. Micro-caps can be loosely defined as those companies outside of the ASX300. Learn where a fund manager specialising in these stocks sees the investment opportunities. Participants at this session will develop a better understanding of how to value micro-cap companies, how to incorporate them into your portfolio and critical features to look for, including some of the nuances of their share price behaviour.

 

13:05 – 14:00  Lunch

14:00 – 14:40  Key SMSF Development and Property Strategies

Ben Anderson, Principal, SMSF Property Partners

The GFC has knocked the property development industry sideways, which has presented an amazing and undiscovered opportunity for SMSF trustees to participate and partner with experienced property developers to increase investment yields or acquire property wholesale. Ben will discuss property development, unique tax strategies and Commissioner's rulings on property development and SMSF structuring in this important talk.

14:40 – 15:20  The 7 major sins in family estate protection planning

Shane Ellis, Senior Consulting Lawyer, SMSF Law

Shane will demonstrate how to legally defeat the risk of six-figure tax bills on death and safely pass on intergenerational wealth by protecting surviving beneficiaries from themselves as well as the risk of attack from others. He will share with you the seven major sins in family estate protection planning and the easy way to turn them into the best of tax-free legacies. This presentation is not to be missed unless, of course, you enjoy paying unnecessary taxes.

15:20 – 15:40  Afternoon tea

15:40 – 16:20 Exchange-traded funds as part of SMSF investment strategies

Drew Corbett, Head of Investment Strategy, BetaShares

Exchange-traded funds (ETF) are one of the world's fastest-growing investment products. In Australia, SMSFs have been some of the earliest adopters of ETFs, and a large part of the explosive growth of this asset class. In this session, Drew Corbett details some of the reasons for the high level of adoption of ETFs and some examples of practical strategies exemplifying how trustees could be using ETFs in SMSF investment strategies.

16:20 – 17:10  Top five SMSF strategies for 2013 income year

Grant Abbott, Principal, SMSF Strategies

SMSFs have grown at twice the size of retail and industry-based super funds over the past five years according to ATO statistics. Many super fund members are making the decision to do it themselves with an SMSF. Investment-wise some do well. But the area of weakness is in the strategy - reducing tax, getting around the pension death benefit tax, setting the fund up for the next generation and so much more. Grant Abbott will highlight his top five SMSF strategies for 2013.

17:10 – 17:20  Session close

 

* Morningstar reserves the right to alter the program without notice