Retirement Conference 2020

In this time of dislocation and disruption within financial markets and employment past notions of superannuation and retirement will need to be revisited. This conference offers an opportunity to hear from leaders in the superannuation industry on the pertinent issues of policy, portfolio construction and advice and how they impact institutional and retail fiduciaries.

February 19-21, 2020

SMSF Association National Conference 2020

Enhance your technical knowledge, advice and service opportunities at the most anticipated conference on SMSF professionals’ calendar.

QLD Gold Coast
December 4, 2019

Researcher Forum 2019

The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.

NSW InterContinental Double Bay, Sydney
June 7-8

Licensee Summit 2021

Recognised as the key event for the leaders of the financial planning wholesale market, with licensees coming together to discuss the issues that underpin the delivery of advice and the businesses behind it.

NSW Blue Mountains

Roundtables

NSW Sydney
July 30 & August 1, 2019

Best Practice Forum 2019

A full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.

NSW & VIC Sydney and Melbourne
<1of3>
Attend a Professional Planner Event
December 1, 2021

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

June 6, 2022 - June 7, 2022

Licensee Summit

SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.