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Sponsors
Gold Sponsors
Supercorp Australia
Double the size of your SMSF business with no extra staff. Quickly and easily set-up the advanced SMSF strategies discussed during the SMSF Strategy Day. Join the move to superMate, the smart SMSF administration solution.
The superMate solution makes the ideal software tool to use in the creation of strategies to maximise client wealth. Quickly and easily set up reserves and sophisticated pension options while offering your clients real-time access to fund information. At the same time, superMate delivers the highest levels of efficiency and is equally powerful in supporting the needs of both accountants and financial planners, and either daily or end of year processing modes.
Vanguard Investments
Since establishing the first indexed mutual fund in the US in 1976, the Vanguard Group has grown into one of the world's largest and most respected investment management companies. Currently managing almost A$1.5 trillion* for more than 23 million individual and institutional accounts. In Australia, Vanguard has established a reputation as a specialist indexer, managing over A$81billion* in index funds, for both institutional and retail investors and advisers.*
Vanguard recently launched three Exchange Traded Funds (ETFs) to Australian investors. Globally, Vanguard ETFs have reached around US$100 billion* since launching in 2001. For further information on Vanguard’s initial ETF range, visit vanguard.com.au/etfs. * As at 31 March 2010
Urban Affordable Housing Association
The UAHA Ltd is one of Australia’s fastest growing organisations in the affordable housing sector. The UAHA’s mission is to assist in alleviating Australia’s housing crisis, by building affordable rental properties that are positively geared investments,and which encompass the following. Desirable metropolitan locations, modern architectural designs, sustainable & energy efficient technology, innovative investment and asset management strategies, tax intelligent & high positive returns.
The company’s strong industry knowledge, experience and alliances with significant development, funding and management organisations allows the UAHA Ltd to deliver high volume, quality investment properties nationally.
Australian Executor Trustees
With 130 years of experience in providing wealth management and trustee services and with $1.7 billion in funds under management, AET super solutions is a premium provider of small superannuation fund offerings to suit your client’s requirements and financial objectives.
AET’s unique offerings provide your clients with the flexibility to take control of their super by operating their own self-managed super fund or by maintaining control with a professional Trustee through a Small APRA Fund option. For more information on our small superannuation fund offerings for your clients, please contact us on 1800 254 180.
Macquarie
Macquarie Specialist Investments offers advisers and their clients an innovative selection of investment solutions tailored specifically for SMSF portfolios. Our innovative suite gives your clients the freedom to implement a SMSF strategy that meets their current needs whilst maintaining the flexibility to adapt to their changing needs over time.
Some of the solutions offered by Macquarie Specialist Investments include Macquarie Lifetime Income Guarantee, providing SMSF clients seeking income assurance in retirement with a guaranteed income for life, whilst Macquarie Equity Lever provides those seeking growth opportunities the ability to leverage into select ASX-listed securities through Instalment Receipts. To learn more about how Macquarie Specialist Investments can provide you and your clients with choice, flexibility and greater control, contact us on 1800 080 033 or visit macquarie.com.au
Franklin Partners
Silver Sponsors
Optimo financial
Optimo Pathfinder is a mathematically based software program that has been designed to derive the best strategic outcome given a particular set of conditions and financial goals, as well as awareness about government rules. As such, it complements other software applications that primarily focus on managing client's affairs.
Optimo Financial is a financial software, services and advice organisation that has been established to bring high level strategic planning services to customers and financial planners.