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Technical Services Forum

Chief Economists Forum

About   Agenda   Register

QUARTERLY UPDATES FOR TECHNICAL SERVICES PROFESSIONALS

The Technical Services Forum has concluded for 2023 and will be back in 2024. Details to be announced shortly.

The Financial Standard Technical Services Forum brings together technical services professionals over four sessions in the calendar year.

The forum is open to technical professionals, including technical services experts, paraplanners, research, policy and advice specialists.

The Forum will be lead by industry technical experts, covering best practice retirement strategies, SMSF income streams, aged care, estate planning, taxation and more.

The forum has an open style for sharing case studies and best practices, to help provide upskilling and networking opportunities for attendees.

CPD INFORMATION

Financial Standard's Technical Services Forum will be accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to Legislated CPD learning areas and ASIC Knowledge Requirements.

The latest 2023 Technical Services Forum was accredited by the FAAA for 1.5 hours.

If you are after additional professional development content or would like to access the CPD content from other Financial Standard Events check out Financial Standard's CPD program FS Aspire CPD.

AGENDA - 9 NOVEMBER 2023

Agenda subject to change.

12:00pm

Registrations open

12:30pm

Welcome from Financial Standard

Roger Marshman
Technical editor, Financial Standard

12:35pm

SMSF and wider superannuation insurance strategies

  • Identify the key insurance issues that clients must consider before setting up an SMSF and discuss the most practical way to document their decision
  • Explain the basics of policy ownership, payment of premiums and allocation of proceeds
  • Analyse insurance strategies to consider for SMSFs (and other superannuation funds)

Natasha Panagis
Head of Superannuation and Financial Services, Institute of Financial Professionals

  Find out more about Natasha
Natasha Panagis

Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia's financial services industry.

1:15pm

Break

1:40pm

Are options an option? Key considerations for client portfolios

  • What are options, how do they work and what are the pros and cons?

  • Options in practice-some working technical examples

  • The ways in which options can boost portfolio returns and manage risks

Te Okeroa
Head of Sales, Trading and Customer Relationships, AUSIEX

  Find out more about Te

Te joined AUSIEX in July 2022 as Head of Sales, Trading and Customer Relationships. He is the Chair of the ASX Risk Consultative Committee and the Stockbrokers and Investment Advisers Association's Derivatives Sub-Committee. Te has over 20 years' experience in financial services and has held senior positions with Macquarie Group and Reserve Bank of New Zealand. He holds a Master's Degree in Applied Finance and undergraduate qualifications in Business and Arts (Psychology).

2:25pm

Concluding remarks

2:30pm

Networking drinks until 3:30pm

REGISTER FOR THE TECHNICAL SERVICES FORUM

The Technical Services Forum has concluded for 2023 and will be back in 2024. Details to be announced shortly.

  Date Location Time
Wednesday, 15 March 2023 Fullerton Hotel (Barnet Room), 1 Martin Place Sydney NSW 2000 12:00pm - 2:30pm
Thursday, 15 June 2023 Fullerton Hotel (Barnet Room), 1 Martin Place Sydney NSW 2000 12:00pm - 2:30pm
Tuesday, 5 September 2023 Fullerton Hotel (Barnet Room), 1 Martin Place Sydney NSW 2000 12:00pm - 2:30pm
Thursday, 9 November 2023 Fullerton Hotel (Barnet Room), 1 Martin Place Sydney NSW 2000 12:00pm - 3:30pm
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