The 2019 Best Practice Forum on Managed Accounts will look at how financial advisers can establish a successful advice practice through a program that challenges the conventional thinking on how to run investment portfolios.

The demand for managed accounts has grown rapidly in Australia in the last few years alone, with advisers seeking to learn more about the scaleability benefits of utilising a managed accounts platform.

The forum continues to comprehensively discuss the practical application and implementation of managed accounts in Australia's financial planning environment.

The event will provide CPD hours that are FPA accredited will include a FASEA CPD breakdown. 

TUESDAY 10 SEPTEMBER 2019 8:30AM - 3:30PM FOUR SEASONS HOTEL 199 GEORGE STREET SYDNEY NSW 2000 $120 + GST FOR FINANCIAL PLANNERS $495 + GST STANDARD REGISTRATION

Register

Will you be attending?  Yes   No, I am the booking contact BOOKING CONTACT (used for contact purposes regarding this booking): SALUTATION: * Mr Mrs Miss Ms Dr Sir Prof FIRST NAME: * LAST NAME: * JOB TITLE: * COMPANY: *   EMAIL: * PREFERRED PHONE NUMBER: *   ATTENDEE DETAILS: SALUTATION: * Mr Mrs Miss Ms Dr Sir Prof FIRST NAME: * PREFERRED NAME: * LAST NAME: *     JOB TITLE: * COMPANY: *   LEVEL / BUILDING: NO. / STREET: *   CITY: * STATE: * POSTCODE: * COUNTRY: * AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaireBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurmaBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCote D'ivoireCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia, Federated States ofMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoriesPanamaPapua New GuineaParaguayPeruPhilippinesPitcairn IslandsPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthelemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-lesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin IslandsWallis and FutunaWestern SaharaYemenZambiaZimbabwe EMAIL: * PHONE: *   MOBILE: FAX:   LIST ADDITIONAL ATTENDEES:  if you are buying multiple tickets, please ensure you provide all names 1 week prior to the event. ATTENDEE 2 ATTENDEE 3 ATTENDEE 4 ATTENDEE 5 ATTENDEE 6 ATTENDEE 7 ATTENDEE 8 ATTENDEE 9 ATTENDEE 10 Add an attendee > ADDITIONAL COMMENTS (including dietary requirements): Items Quantity Item Unit Price Total 12345678910 Financial Standard Best Practice Forum - Managed Accounts Registration $495.00 $0.00 12345678910 Financial Standard Best Practice Forum - Managed Accounts Registration (Financial Planner Special) $120.00 $0.00 Sub Total $0.00 $0.00 GST (10%) $0.00 Total Payable (including GST) $0.00 Payment DetailsPayment is secure Credit Card Invoice Me Please charge the following credit card for AUD $0.00: Card Number Expiry Date Month01 (Jan)02 (Feb)03 (Mar)04 (Apr)05 (May)06 (Jun)07 (Jul)08 (Aug)09 (Sep)10 (Oct)11 (Nov)12 (Dec) Year2020202120222023202420252026202720282029 CVV What's this?This is the three-digit number printed on the back of your card. For American Express, it's the 4-digit number on the front: Please generate an invoice for AUD $0.00 to the following: Billing Details (invoice will be created with these details) CountryAfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaireBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurmaBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCote D'ivoireCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia, Federated States ofMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoriesPanamaPapua New GuineaParaguayPeruPhilippinesPitcairn IslandsPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthelemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-lesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin IslandsWallis and FutunaWestern SaharaYemenZambiaZimbabwe Invoice will be emailed to this address Terms & Conditions I have read and accept the Privacy Policy and Terms & Conditions.

Agenda

The agenda is subject to change     8:30am Registrations open 8:55am Welcome Remarks Tim Townsend, Master of Ceremonies 9:00am The Managed Accounts landscape in 2019 James Mantella, Netwealth Investments 9:30am How managed accounts can comply with the best interest duty Gregory Newman, Hub24 10:00am Direct securities and ETF focused SMA approach Nick Morton & Glen Holder, Resonant Asset Management 10:30am Morning tea 11:00am What drives client satisfaction and what can increase clients' propensity to continue doing business with your firm? Bianca De Melo, Macquarie Investment Management Lisa Fuentes, Affinity Wealth Services 11:30am The evolving world of managed accounts Ben Davis, Zenith Investment Partners 12:00pm Adviser panel - Smart investing - What are the trends in the market? Thomas Bignill, Mason Stevens Gareth Jakeman, Praescius Mark Minchin, Minchin Moore Private Wealth Advisers Phil Smith, Cutcher and Neale 12:30pm Lunch 1:15pm How much impact is your business model and technology partner having on profit? Martin Morris, Praemium 1:45pm Choosing the right structure for your managed accounts Bryce Quirk, Colonial First State 2:15pm Panel session - Moving into 2020 and beyond with managed accounts Christopher Mather and Zac Leman, BT Brett Sanders, Philo Capital Advisers Alan Kenny, Ironbark Asset Management 2:45pm Closing remarks 2:50pm Networking drinks and afternoon tea

2018 Gallery

2018 Highlights

GOLD PARTNER

SILVER PARTNERS

EXHIBITOR PARTNERS