Many talk about alternatives…. but what are they, as they take several different forms. The contention is that a meaningful allocation to alternatives in a portfolio enhances risk adjusted returns.
Mariana Paul will walk through the drivers for growth in the Alts space particularly on the back of the shift away from the traditional 60/40 portfolio as investors seek for greater outcomes.
A dive into development in the Private Credit space and the opportunities it brings as it provides uncorrelated, alternative source of returns and is a diversifier in a client’s portfolio.
Hear direct from Mariana
Over the last decade ETFs have boomed globally. This trend has seen ETFs launched for many industries, countries and topical themes. Flows into passive strategies have outstripped flows into active strategies by an enormous magnitude. The result has been significant price distortions, as money has been invested in the largest companies regardless of their quality or valuation. Ironically, these passive flows and the price distortions they are creating, have increased the opportunity set for active managers. L1 Capital International Chief Investment Officer David Steinthal will talk through these issues and explain why he has launched the actively managed L1 Capital International Equities strategy as an ETMF (ASX: L1IF). David has more than 25 years’ investment experience managing family office, wholesale and retail money, using a proven process generating strong returns for investors.
Cash Management is not always what it seems. Banks want your money so they can lend it out, don’t they? Well yes, kind of but not always…they want it at their price not yours. Let us take you through the refined art of cash and money management and what banks really care about. More importantly let’s talk about how you can get the banks to work for you, not the other way around.
In this session Bill Keogh and Daniel Bower will discuss:
With the looming new superannuation Division 296 tax, it is now more important than ever to understand the alternative structures available for your clients to continue to invest tax-effectively.
With no indexation of the $3m superannuation soft cap and the taxation on unrealised capital gains, many financial advisers are now, for the first time, considering alternative structures to tax-effectively accumulate wealth.
Amidst this evolving landscape, investment bonds emerge as a strategic complementary investment structure to superannuation, offering unique advantages tailored to the needs of individuals. Investment bonds offer access to all asset class, through a tax-paid investment structure taxed at a maximum rate of 30%, with the effective tax rate anticipated to be significantly lower over the long-term.
Generation Life's market-leading tax aware process positions investment bonds as an even more attractive option. Through innovative strategies like offsetting investment losses against income, we have significantly reduced the impact of tax on investment returns and maximise after-tax performance.
Gain valuable insights on optimising investments through direct avenues, superannuation, trust including corporate entities, and the advantages of investment bonds.
Australians today are living longer and more active lives. However, this often leads to the uncertainty of not knowing how long they will need a regular income to fund their lifestyle or if they need access to lump sum money for unplanned health, aged care, or other expenses. What if you could give your clients certainty and flexibility in retirement via a guaranteed income for life to alleviate the worry about tomorrow’s ‘what ifs’ and market volatility?
When it comes to retirement planning, it’s not a one-size-fits-all approach.
In this session, Justine Marquet, Head of Technical Services at Allianz Retire+ will present findings from our recent research report looking at how portfolio construction decisions impact clients’ retirement outcomes. Justine will identify when and how an allocation to a lifetime income stream can help advisers manage risks in retirement and deliver better outcomes.
David is the Head of Index Investments Group for Australia and New Zealand at FTSE Russell. FTSE Russell has been a leading provider of benchmarks and index solutions for more than 35 years, spanning diverse asset classes and investment objectives with an estimated US$15.9tn in reported fund AUM for our benchmarks. As a global leader in sustainable investment with over 20 years of dedicated expertise, there is approximately US$281bn in passive AUM in sustainable investments and over 160 passive index tracking funds.
The opportunities and challenges of decarbonising Australia presents a critical issue that demands urgent attention. David’s presentation aims to shed light on the case for transition and engagement in achieving a sustainable future, particularly from the perspective of wealth management and highlighting the importance of the role of wealth management has in driving sustainable investments and fostering engagement with climate-conscious initiatives.
We will explore a global initiative that has garnered over 150 supporters across the globe with a combined US$60 trillion in assets under management and advisement and how this initiative is helping sovereign funds, pension funds and fund managers engage companies and encourage them onto a path of climate transition.
Overall, this presentation aims to inspire wealth management professionals to recognise the challenge of decarbonising Australia as an opportunity for positive change. By embracing transition and engagement, we can contribute to a sustainable future while also achieving financial success.
Hear direct from David
Jane Hume is the Federal Shadow Minister for Finance, Shadow Minister for the Public Service, Shadow Special Minister of State and Chair of the Senate Select Committee on the Cost of Living.
Senator Hume will speak about the important role of an even playing field for investors in Australia, and ensuring our tax and investment settings are not geared towards favouring one investor or investment class over another.
Key points:
Interactive Q&A: The session will include an interactive Q&A segment, allowing the audience to engage directly with Senator Hume. Attendees can pose questions related to the policy positions of the Federal Opposition, Australia’s fiscal stance and the importance of politicians getting the economic settings right to allow for productivity and growth.
The macro environment has provided a very strong headwind to global small caps and other longer duration risk assets in recent years. Market leadership among mega-cap stocks has also led to growing concentration risk within large cap indices. Despite recent underperformance, fundamentals among global small cap stocks remain resilient, with earnings expected to grow faster than relative to their large cap peers in 2024 (as they typically do in the longer term). Valuations are now compelling for global small caps, and the combination of discounted valuations and faster earnings growth usually bodes well for future returns. Global small cap markets remain highly inefficient. We believe there are compelling bottom-up opportunities to invest in companies positioned to deliver accelerating and sustainable earnings growth in a wide range of economic environments to deliver strong absolute and relative returns to investors. Chris Chen, Senior Investment Director, will discuss why global small caps are providing a compelling opportunities for investors both now and for the long term.
From his central industry position as CEO of the Financial Services Council, Blake Briggs will take a big picture view of emerging growth opportunities in the wealth and financial services industry.
The industry has been buffeted by regulatory change and challenging market conditions over recent years, however there are emerging green shoots, across financial advice, superannuation, and innovation in investment products.
This address will cover the Government’s intent to legislate reforms to the financial advice regulatory framework this year and the important role of a healthy advice sector in supporting industry growth. Blake will also discuss the evolution of the superannuation industry to become more dynamic and responsive to customer expectations, and innovation in the investment sector, such as how products that are facilitating the transition to net-zero becoming mainstream.
The FSC has over 100 member companies, across funds management, not-for-profit and retail superannuation funds, financial advice licensees and investment platforms, allowing the FSC to provide unique insights into growth opportunities across the wealth ecosystem.