ASX Instalment Warrants Adviser Roadshow - Strategies to enhance your clients' portfolios in 2010

Instalment warrants are a flexible investment tool that advisers can use to leverage, diversify and generate additional income for client portfolios. Certain instalment strategies may also provide additional benefits for clients with SMSFs.

In March 2010 the Australian Securities Exchange (ASX) will be bringing its roadshow ‘Strategies to enhance your clients portfolio’ to major centres across Australia. The roadshow will provide advisers with information on ways to implement various instalment strategies in 2010, as well as cover off the latest developments in the instalments warrants market.

  • Melbourne
  • Brisbane
  • Sydney
  • Webinar
When: 16 March 2010
Where: InterContinental Hotel, 495 Collins Street, Melbourne (venue location)
Time: 4.30pm - 5.30pm

Register for Melbourne
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When: 18 March 2010
Where: Regus Auditorium, Level 5 Riverside Centre, 123 Eagle St, Brisbane (venue location)
Time: 4.30pm - 5.30pm

Register for Brisbane
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When: 24 March 2010
Where: Exchange Centre, 20 Bridge St, Sydney (venue location)
Time: 4.30pm - 5.30pm

Register for Sydney
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When: 7 April 2010
Time: 12.30 pm - 1.30 pm (Eastern Daylight Savings Time)

Register for webinar
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Note: Links will be provided closer to the time

About the roadshow

The roadshow presentations are free to attend, are accredited for 1 CPD point and will provide an opportunity for advisers to:

  • Learn the differences between instalment warrants and margin lending
  • Learn how to select the right instalment for your clients needs
  • Develop diversification strategies using instalments warrants
  • Develop Portfolio construction strategies using instalment warrants
  • Learn strategies to offset non franked income and contribution expenses
  • Maximise new contribution caps in SMSFs
  • Understand the risks of using instalments and how to mitigate their potential impact

This is your opportunity to attend a face-to-face investment presentation with like-minded advisers and to speak with ASX education experts and warrant issuers. There will also be similar sessions for investors and you may care to offer your clients or potential clients the opportunity to attend a free investor session.

Who should attend?

All advisers are welcome to attend. The sessions are accredited for 1 CPD point.

How to register

Register by selecting the city in which you would like to attend the presentation.

Additional information

Presenters: Graham O’Brien ASX, Asanth Sebastian ASX, Warrant Issuers
Presentation length: The presentations will be one and a half hours in length. There will be opportunities for you to ask questions throughout the session.
Parking: More details will be forwarded when registered
Questions: If you would like any further information about the session please email adviserservices@asx.com.au