17 April 2024
Elston Quarterly Portfolio Update Q2 2024
In this video, Portfolio Manager David Seager provides his perspective on the key questions discussed in the recent quarterly asset allocation meeting. Read more
Crisis… or Opportunity?
FOFA reforms are coming… find out how you can turn them from obstacle to opportunity
Technological and regulatory change is set to hit the financial advice industry… are you prepared to adapt?
Whether it’s the development of trading and execution technologies, mFunds impacting on traditional platform models or the looming expiry of the accountants SMSF exemption, we are entering a period of disruption within the financial advice industry.
Join presenters from the ASX, UBS, Elston and MORE Super to find out how to adapt your business to face these changes at Elston’s Business Seminar.
We’ll show how the changes will impact financial planners and their referral partners (particularly DMSF accountants), and how Managed Accounts may be your answer for turning a potential crisis into an opportunity to grow your DMSF client base.
Where: Radisson Hotel
27 O’Connell Street, Sydney
When: Friday 17 April from 12pm – 3pm
Lunch will be provided.
Register now!
Seats are limited – register before 8 April. Please enter your details below:
