3 CPD roadshow:
Next super steps
Elevate your financial advice with four new superannuation strategies
Join Keat Chew as he explores four invaluable strategies in super advice
7 cities, 6 states, 2,000+ attendees. Our super roadshow has been touring the country for three years, bringing advisers together and sharing industry leading technical strategies to elevate the value of advice to clients.
At our fourth annual Netwealth Super Roadshow, join Keat Chew, Head of Technical Services at Netwealth as he looks at four super steps to elevate your superannuation advice into the next decade.
Earning 3 CPD points, our complimentary event includes breakfast.
View a video recap of the 2019 'Outside the Super Square' roadshow with Challenger and Invesco Consulting.
Keynote: Next super steps
Keat Chew, Head of Technical Services - Netwealth
As we begin a new decade, our superannuation environment remains just as complex. With more than three decades of super asset growth behind us, join Keat Chew, Head of Technical Services at Netwealth, as he explores four strategies you can use to elevate your superannuation advice in 2020 and beyond.
You will walk away with the knowledge to implement the following super advice:
Managing CGT in and out of super
While most know that it's best to deal with capital gains inside super, understanding how to deal with it outside of super is equally important. Discover how to use the rules - both in and out of super - to the best advantage of your clients
Passing on tax effectively
Having spent a lifetime building client wealth, don't let death cheat the next generation. Learn how to deal with death with a minimum of financial grief and discover strategies that will ensure the maximum amount of hard earned assets are transferred to beneficiaries
Repatriating foreign pensions
With an increasingly global workforce, learn how to unearth new super opportunities including those from previous overseas employment
Seeing annuities differently
Explore what the 'must know' elements of annuities are, how they work, and their strategic use within a portfolio
What else you'll learn
How to attract and retain high net worth clients
With Australia now boasting around 266,000 high net worth individuals with highly complex financial profiles and a combined $2 trillion in investable assets, there is considerable opportunity for advice firms to serve this cohort. Through interviews with leading advice firms in the high net worth segment and insight analysis into the industry, our newest research white paper explores what it takes for a firm to reach and retain clients in the segment.
This presentation aims to give you a better understanding of:
Who the high net worth individuals are
What are the characteristics of a high net wealth individual and what are their financial needs
How to attract and retain high net worth clients
Learn 7 strategies you could use to attract and retain high net worth individuals
How to successfully cater to the HNW segment
Through case studies, understand the unique value propositions that make advice firms attractive to high net worth individuals
Meet the keynote speaker
Keat Chew
Head of Technical Services – Netwealth
At Netwealth, Keat provides technical and legislative support to advisers on superannuation and financial
planning matters.
He enjoys the challenge of developing "simple and practical solutions" to complex financial planning issues. This ability to take a piece of complex legislation and turn it into simple workable strategies is well demonstrated in his presentations to advisers, accountants and clients at all levels.
Where you can attend
Tasmania
Hobart
Tuesday 3 March
7:30am - 11:00am (breakfast from 7:30am - 8:00am)
RACV Hobart Apartment Hotel, Stables Room
154-156 Collins Street, Hobart
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Queensland
Toowoomba
Thursday 5 March
9:30 - 1:00pm (morning tea from 9:30am - 10:00am)
Toowoomba Golf Club Middle Ridge, Diamond Room
235-323 Rowbotham Street, Middle Ridge
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Queensland
Brisbane
Friday 6 March
7:30am - 11:00am (breakfast from 7:30am - 8:00am)
Victoria Park, Marquee
Victoria Park Golf Complex, Herston Road, Herston
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New South Wales
Sydney
Thursday 12 March
7:30am - 11:00am (breakfast from 7:30am - 8:00am)
Doltone House, Hyde Park Ballroom
181 Elizabeth Street, Sydney
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Victoria
Melbourne
Friday 13 March
7:30am - 11:00am (breakfast from 7:30am - 8:00am)
RACV Club, Level 17
501 Bourke Street, Melbourne
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Western Australia
Perth
Thursday 19 March
7:30am - 11:00am (breakfast from 7:30am - 8:00am)
Fraser’s Kings Park
60 Fraser Avenue, West Perth
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South Australia
Adelaide
Friday 20 March
7:30am - 11:00am (breakfast from 7:30am - 8:00am)
Adelaide Oval, The Pavilion
War Memorial Drive, North Adelaide
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