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Outcomes theme at AIA investors conference

This article appeared in the May 2014 ASX Investor Update email newsletter. To subscribe to this newsletter please register with the MyASX section or visit the About MyASX page for past editions and more details.

Sessions to cover six key streams over four days.

By Australian Investors Association

Don't miss the 2014 AIA annual conference, from August 3 to 6 at the Marriott Resort and Spa, Surfers Paradise. Learn more about the conference and register.

The conference begins at 5pm on the Sunday with a keynote presentation, 'A Global Economic and Market Outlook', by Dr Chris Caton. Sessions continue Monday, Tuesday and Wednesday, finishing at 3.30pm on Wednesday and followed by a social gathering.

In addition to the seven plenary sessions, the conference features a Monday evening masterclass and six streams, plus the morning sponsor sessions.

This year, the conference theme is all about outcomes. With cash rates staying low, and a somewhat volatile equities market, investors need to concentrate on outcomes more than ever.

Who should attend?

  • Experienced investors wishing to stay abreast of the markets and be aware of future trends
  • New or inexperienced investors
  • Trustees of SMSFs
  • Anyone thinking about establishing an SMSF
  • Anyone approaching retirement who wants to ensure their money will last as long as they do
  • Anyone who has inherited assets and is not sure what to do or who to trust.
  • Investors who wish to meet other investors.

The conference has six key streams:

1. Estate planning

We all need to focus our minds on estate planning at some stage. Speakers cover these both in and out of super. The legal and taxation aspects will be covered by Shane Ellis. Rachael Rofe will discuss succession planning and control, and outline how to transfer wealth on death in a tax-effective way.

2. Equities

Always full of interest, this stream covers all aspects of equities investment, including small caps and Listed Investment Companies. You will learn about portfolio construction (two sessions), and hedging an income portfolio.

Technical analysts are accommodated by several sessions, including Price Patterns, Growth Cycles, Timing and Money Management, and even Fibonacci sequences.

The well-credentialed speakers including Alan Hull, Colin Nicholson, John Abernethy, Marcus Padley and Roger Montgomery.

3. Property

Many members hold property investments, and potentially, many others are considering them. This stream includes various forms of investment in commercial and residential property. Peter Rawle of Cromwell Property Group will give a detailed analysis of property, state by state.
Other sessions provide discussion of benefits of residential property and tips for property selection.

4. Superannuation

This stream opens with the ATO Assistant Deputy Commissioner, Superannuation, Stuart Forsyth, speaking about responsibility and rules, and related party transactions. Other sessions cover the SMSF area, including an outline of a best-practice SMSF administration and accounting service. The masterclass on Monday evening is a must for anyone interested in what is really important for SMSF trustees.

5. Fixed income

An increasingly popular stream. Includes coverage of high-yield corporate bonds, how they are brought to the market and the covenants that protect bond holders. Other sessions include an outline of various fixed-interest investment options, mortgage schemes, income protection, detailed treatment of hybrids, and more.

6. Supplementary

This stream contains lots of great information that does not fit in the other streams. It covers general economic status and market outlook, together with sessions on aged-care issues, investment structures, advocacy, momentum strategies, hybrids, and capital protection. The stream also includes a question and answer session with Marcus Padley and Roger Montgomery.

For more information on the conference, and the Australian Investors Association, visit the AIA website.

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