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Have you booked your seat The SMSF Strategy Day – for charity?

Insightful Insights, Investing Education | Comments (38)

Have you booked your seat The SMSF Strategy Day – for charity?

UPDATE: I spoke with Graham, editor of thesmsfreview.com.au, this afternoon. There are only a few (around ten) seats left at the event. If you would like to attend, Graham has asked me to kindly request you do so before 5pm Friday 11 March. Click here to book online.

The SMSF Review and Alan’s Eureka Report, together with my team, have gathered some of Australia’s most respected self managed superannuation and investment experts – Alan Kohler, the Cooper Review’s Jeremy Cooper, ATO Superannuation Assistant Commissioner Stuart Forsyth, Jonathan Payne and Super System Review panel member Meg Heffron, to name a few.

The SMSF Strategy Day – for charity will be held in Sydney on Tuesday, 15 March. The day begins at 8.30am with a Keynote speech from ATO Assistant Commissioner (Superannuation) Stuart Forsyth and concludes at 4pm.

I will speak at 10.30am and at 12pm will join Alan Kohler, Jonathan Payne and Jeremy Cooper for a panel discussion to debate the most popular SMSF investment strategies.

Tickets are $77 (including GST) and 100 per cent of the net proceeds will be donated to those most affected by Australia’s recent spate of natural disasters.

Click here to book your seat online.

To download the event brochure, click here.

I look forward to meeting you next week for this valuable cause.

Posted by Roger Montgomery, author and fund manager, 8 March 2011.

INVEST WITH MONTGOMERY

Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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38 Comments

  1. George A
    :

    Roger – given the extra 30% on top of a dividend a SMSF receives in pension mode, could you potentially drop 1-2% off the RRR of high yielding stocks? any negatives with this approach? Having said this I would never go below 9-10% for any company.

  2. Junee
    :

    Hi Roger,

    I had the pleasure of seeing you talk today and am now inspired to take more responsibility over the management of my share portfolio. Needless to say, I bought your book and can’t wait to get into it!

    Thank you for giving such a fantastic presentation… I look forward to following you on FB and your other social media mediums.

  3. Matt R
    :

    Hi Roger

    Was great meeting you today. The event was well executed and extremely informative. Thanks for this.

    Joab/Mully
    Was great meeting you guys as well. I appreciate your insights on the blog, and all the others. It has been the single most valuable thing in my investing life to date.

    Matthew (with 2 T’s)

  4. Ash Little
    :

    Hi Room,

    For those that went today, I feel very jealous.

    It looked like a wonderful day.

    I would be glad if anyone who went could share some insights with the rest of us

    Thanks in advance

  5. Peter M (Mully)
    :

    Hi Roger,

    Congratulations on your outstanding presentation at the strategy day today. It was a pleasure to finally meet and hear you speak and have the opportunity to meet a few fellow graduates. I also enjoyed listenting to your co-presenters and went away feeling that it was time very well spent. Thanks also for signing my over used and well travelled copy of Value-able.

    Mully

  6. Junee
    :

    Hi Roger,

    Thank you for giving such an insightful presentation today. I am now inspired to take more control over my share portfolio. Needless to say, I picked up one of your books and can not wait to get into it.

    I look forward to following you through your other social and media mediums.

  7. Roger Gibson
    :

    I hope contributors to the will refute the often stated view that SMSFs in pension stage need to follow income producing strategies that invariably produce lower rates of return.

    Most people retire these days in their late 50’s/early 60’s with a life expectancy of 20/30 years. With pension draw down rates of 4, 5 or 6% I see no reason why an investment time horizon of over 20 yrs isn’t appropriate for new retirees provided they keep a couple of years pension draw in investments that can be quickly converted to cash.

    I think its a point worth making because I seem to continuously read and hear of the need for conservative income producing strategies once in pension stage, or even when approaching retirement, which must result in many retirees getting very poor returns.

  8. Joab Soh
    :

    Hi Roger,

    I have just sign up for it, so see you on Tuesday.

    Again, many thanks for running the blog and sharing your insights.

    Regards
    Joab

  9. seb
    :

    Hi roger
    do you think it will be possible to have event organisers publish some sort of notes booklet from the days presentations from various speakers that can be purchased for those us that cannot attend with net proceeds donated to the cause?

  10. yavuz
    :

    Hi Roger,
    I hope we can see you in Perth, too. First time I watched your presentation was when you came to Perth last year, I think, for ASX investor hour seminars.
    Regards,
    Yavuz

  11. Greg Mc
    :

    Seems to me that the best place to hold this sort of function would have been Mt Beauty, Roger. I’m being purely objective here and I’m surprised that no one has suggested this already.

    In all seriousness though, I hope the event goes very well. Unfortunately I won’t be able to make the trip this time around.

  12. Brad J
    :

    Hi Roger,

    I am not particularly interested in self managed super but I am interested in any way I can improve my investing techniques. Would it be worth going to this seminar with a view to generally investing in the market or is it mainly focused on managing Super.

    I have read your book and I am a keen follower of your value investing.

    Thx
    Brad

  14. Kent Bermingham
    :

    The Conference sounds fantastic, we live in Adelaide so I would like to see a roadshow around Australia.
    Good luck on the day Roger and a great cause.

  15. Gary Telford
    :

    Same as Mike,
    We’re 3 hrs from Melb. but we would definitely go. What a great oppurtunity!

  17. Emily
    :

    See you there. Can I suggest any Value.able graduates going carry your Value.able Bible so that we can identify each other and have a chat in the break. This will also serve as good promotion for Roger ;-)

  20. Marion
    :

    any thoughts on taking this around australia? I’ve only just seen this and can’t arrange time off for what looks like an excellent day. sigh.
    brisbane would be an ideal location (hint hint)
    marion

    • Graham
      :

      Hi Marion,
      Graham here from The SMSF Review. We’d love to take it around Australia however the availability of the speakers all at the same time is always the battle. The alternative we are thinking of is monthly webinars covering similar topics (one at a time) to the live day, so that geography is no longer an issue. And then once or twice a year, we get together in person like with this day, but alternate locations – like maybe Melbourne or Brisbane next time.

  21. Mike
    :

    Hi Roger
    I would love to go to Sydney to hear your views on super strategies. I am a bit of a newbie to the share market. I have read your book and would love to see you talk in Melbourne.
    look fwd to reading more of your blogs.

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