The Financial Planning Association of Australia The Financial Planning Association of Australia

ACT Spring Roundtable Event

Tuesday 12 September 2017, 12:00pm to 2:00pm

The FPA ACT Chapter Committee together with our sponsor Perennial Value Management invites you to the Spring Round Table Event on Tuesday 12 September at the Royal Canberra Golf Club.
At this event you will hear from three experts – our facilitators will talk about ‘Solutions in Practice’, in particular: 
1. Estate Planning Update – what are the benefits of working in partnership with a Trustee Company? – Ravi Malhotra (Australian Executor Trustees);
2. Ethical Investing – what should we be looking for as advisers and how do we best integrate this concept into our planning process to best effect – Julia Leske (CAER);
3. SMSF Auditing – what are the current rules around SMSF advice and delivery, what should be looking for when advising our clients in this space – Brooke Hepburn Rogers (Stellar Super).

We will again have three specialists facilitating discussion tables with a speed dating theme. At the tables you will have 20 minutes with each specialist in an intimate grouping and a chance for direct and personal feedback.(No more than 12 people per table to keep it intimate)
We will provide an update from the FPA on current issues and a presentation from our sponsor, Perennial Value, on their solutions available to assist us in better servicing our clients. 
A buffet lunch will be provided and there will also be a chance to network with your peers during this time. Everyone will have an opportunity to access each table but you don’t have to go to all of them, just the ones that interest you.

Date: Tuesday 12 September
Event Time: 12:00pm to 2:00pm (Registration at 11:45am)
Cost: Complimentary
CPD Hours will be offered

Chapter: ACT-ACT
Venue: Royal Canberra Golf Club
Address: 71 Bentham St, Yarralumla ACT 2600

Member = $0.00, Non-Member = $0.00

Contact: [email protected]