Upcoming events

SIAA accredited CPD webinars are offered free to Principal, Practitioner and Affiliate members. Content will be delivered via panels, interactive discussion, presentations and quizzes and to be eligible for CPD you will need to participate in the webinar live.
SIAA CPD workshops provide online learning opportunities and are delivered by industry experts, sharing real world knowledge and experience. Charges apply.

Deceased Estate – an adviser’s perspective

Wednesday 24 April from 1.00 to 2.00pm

JBWere’s Kym Bailey will provide a comprehensive guide to dealing with a deceased client’s estate in terms of their investment portfolio, tax, succession and non-estate considerations. This webinar will provide valuable insights into the practical aspects of estate management to ensure you cover all elements.

Kym Bailey, Technical Services Manager, JBWere

Kym assists advisers to maintain their strategic technical advice knowledge, enabling them to provide high quality client advice. With over 25 years’ experience in Tax and Superannuation Consulting, as well as ten years as a HNW client Adviser, Kym is able to identify opportunities and translate technical substance into a form that is relatable for others. Kym holds the Chartered Tax Advisor (CTA) and CPA designations as well as the GAICD. Kym is the Chair of the Tax Institute of Australia’s Superannuation Committee as well as the Author of the SMSF Solutions publication (Thompson Reuters).

Professional Standards CPD Area: Technical competence 1.0
ASIC Knowledge Area: Specialist knowledge – Financial planning 1.0 hour

Webinar – Deceased Estate – an adviser’s perspective

Member-Practitioner: $0.00
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00

From theory to reality: A practical AI example and the best way to invest in this megatrend

Wednesday 8 May from 1.00 to 2.00pm

AI allows someone to take meeting minutes, create emails, prepare presentations and more. Are you wondering what the AI hype is all about and how businesses are benefiting from this technology? In this session Trent will walk through a practical example of how Microsoft is already monetising the AI opportunity.  Not just for their own bottom line, but also for investors.  In addition, Trent will take you for a short walk through the AI ecosystem and identify the best investment opportunities at the start of this new megatrend.

Trent Masters, Global Portfolio Manager, Alphinity

Trent joined Alphinity in April 2021, having previously managed the Global Evolution Capital fund, a global absolute return fund built around key growth themes and industrial evolutionary trends. Prior to that, Trent spent over a decade at CFSGAM, primarily as a Senior Analyst covering a number of sectors, and also as a Portfolio Manager of the Global Long Short, hedge fund of funds.

Elfreda Jonker, Client Portfolio Manager, Alphinity

Elfreda joins Alphinity from Talaria Asset Management, where since 2019, she led business development in NSW. Previously, she spent 14 years at Deutsche Bank Equities, South Africa, serving as Head of Equity Sales and a board member. At Goldman Sachs in New York, she worked as an Analyst and Project Manager. Elfreda began her career at Deloitte South Africa as a Chartered Accountant. Now, she collaborates with Alphinity’s investment teams and Fidante Business Development to support clients.

Professional Standards CPD Area: Professionalism and ethics 1.0
ASIC Knowledge Area: Generic knowledge 1.0 hour

Webinar – From theory to reality: A practical AI example and the best way to invest in this megatrend

Member-Practitioner: $0.00
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00

SIAA 2024

Tuesday 14 and Wednesday 15 May 2024 – Early bird available until 12 April

Grand Hyatt Melbourne

This annual conference brings together those who work in capital markets and private wealth management, providing valuable professional development opportunities. The forum is designed to explore the future of the industry amidst rapidly changing demographics, regulations, technology and industry-wide initiatives that will help shape the evolution of Australia’s equity markets.

At the end of day one, Tuesday 14 May, registered delegates can relax and connect with other conference delegates at the Spice Market which is entered from Beaney Lane, off Russell Street, a laneway that sits between the Louis Vuitton store and the Grand Hyatt Melbourne Hotel. With exclusive access to this unique venue, this will be an evening to remember.

 More information

Register four or more and receive a $200pp discount (Organisation and non-members) on the current rate. To access this special rate please call SIAA on 02 8080 3200 or email [email protected].

Conference Registration

Member-Practitioner: $950.00
Non-Member: $1,450.00
Organisation Member: $1,150.00

2024 Global Fixed Income Update

Wednesday 29 May from 1.00 to 2.00pm

Join Jonathan for an insightful webinar leveraging J.P. Morgan Asset Management’s latest Global Fixed Income Quarterly Views for the second quarter. Jonathan will provide valuable insights into the resilience of the Fixed Income global market amidst macroeconomic uncertainties and explore divergent interest rate outlooks across regions including US, Europe and Asia. You will also learn how J.P. Morgan Asset management strategically positions Fixed Income portfolios, illustrated through examples like JPMorgan Global Bond Active ETF (JPGB) and JPMorgan Income Active ETF (JPIE).

Jonathan Liang, Managing Director, Asia Ex-Japan Head of Investment Specialists, J.P. Morgan Asset Management

Jonathan works within the Global Fixed Income, Currency and Commodities (GFICC) Group and serves on the J.P. Morgan Asset Management Asia Operating Committee. He is responsible for leading the investment specialist team in Asia to promote GFICC’s investment capabilities and strategies to existing and prospective clients. Jonathan has more than two decades of experience in the asset management industry. He joins JPMAM from AllianceBernstein where he was a senior investment strategist for fixed income in New York and Hong Kong since 2006. Previously, he held similar positions at Oppenheimer Capital (Allianz Global Investors), Jennison Associates in New York and Value Partners in Hong Kong.

Professional Standards CPD Area: Technical competence 1.0
ASIC Knowledge Area: Generic knowledge 1.0 hour

Webinar – 2024 Global Fixed Income Update

Member-Practitioner: $0.00
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00

World class prospect and client experience through education, video and auto-magic!

Wednesday 12 June from 1.00 to 2.00pm

Steve Corney will delve into a comprehensive discussion on effective measures for enhancing the client experience. Utilising innovative technologies, he will showcase interactive tools to educate clients, anticipate needs with data-driven insights, and provide seamless solutions. Additionally, Steve will illustrate how to integrate video and auto-magic solutions, pioneering a new era in financial services engagement.

Steve Corney, Head of Strategy, Learn Awesome

Steve is a learning strategist, Geoflex and remote work advocate who is committed to helping individuals and companies document, capture and persevere their knowledge, lessons and legacies for the future. Head of Strategy and Digital Experience @ Learn Awesome, Steve’s innovative approach to blending education, marketing and human centered automation has allowed him to transform his clients’ prospect/client relationships into truly awesome experiences that in turn create swarms of raving fans.

Professional Standards CPD Area: Client care and practice 1.0
ASIC Knowledge Area: Specialist skills – Financial planning 1.0 hour

Webinar – World class prospect and client experience through education, video and auto-magic!

Member-Practitioner: $0.00
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00

Hear from the CSLR CEO

Wednesday 26 June from 1.00 to 2.00pm

Hear from the CEO of the newly-established Compensation Scheme of Last Resort (CSLR) about its role, consumer claims process, levy framework and estimates. He will also speak to how the 1st and 2nd levy period estimates were arrived at and take questions from attendees.

David Berry, CEO, CSLR

David commenced as CEO of the CSLR in December 2023. He has driven large-scale organisational, technological and process transformations in the financial services industry. He is also an advocate of positive change for the community, in particular protection of those most vulnerable to financial harm or disadvantage. David brings extensive experience as an executive, non-executive director and consultant who has made significant contributions to the financial services and consumer sectors through his strong leadership and change agenda.

Professional Standards CPD Area: Regulatory compliance and consumer protection 1.0
ASIC Knowledge Area: Generic knowledge 1.0 hour

Webinar – Hear from the CSLR CEO

Member-Practitioner: $0.00
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00

Future of payments – what you need to know in the Australian Financial Markets

Wednesday 10 July from 1.00 to 2.00pm

Join this expert panel as they delve into the landscape of payments in stockbroking and advisory. They will discuss recent shifts and future trends, alongside the regulatory impact from Treasury, RBA, ASIC, ACCC, and APRA. Discover strategies for enhancing payment adoption, including case studies like Superhero’s RTP onboarding. The discussion will cover updates on cheques, BECS, BPAY, and AP+, as well as gaining insights into RTP, NPPA, PayTo, and the role of data in payments. Explore the trends in digital currencies and digital identity and their potential impact on stockbroking. 

Jennifer Harrison, Director, Reputation Edge

Before joining Reputation Edge in 2018, Jennifer amassed 20 years of institutional banking and corporate finance expertise in Sydney and London with Westpac, UBS, HSBC, Citi, and TMT Partners. Leveraging her extensive industry knowledge, Jennifer has emerged as one of Australia’s foremost PR expert in fintech. A strong advocate for financial innovation, Jennifer is particularly passionate about fintech’s role in promoting financial inclusion and societal good.

Amanda Mark, Co-Founder and Managing Director MIntegrity

Amanda is a senior financial markets executive with over 25 years’ experience in the private and public sector. She has extensive experience and knowledge in financial market development, market infrastructure, regulation and supervision, having held senior management roles at ASIC, UBS and Morgan Stanley.

John Ryan, Chief Education Officer, PayEd

John has spent 17 years of his career working for Broadridge, most of the time in Australia helping stockbrokers, banks and wealth firms to solve challenges and remove friction with technology.  In 2018 John co-founded The Emerging Payments Association Asia, where he worked with the leading global payment firms. In 2021 he founded PayEd, a company which trains those working in banks.

Professional Standards CPD Area: Regulatory compliance and consumer protection 1.0
ASIC Knowledge Area: Generic knowledge 1.0 hour

Webinar – Future of payments – what you need to know in the Australian Financial Markets

Member-Practitioner: $0.00
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00

Cryptoasset Insights: Navigating opportunities and risks

Wednesday 24 July from 1.00 to 2.00pm

Ian Love, Founder of Blockchain Assets, will delve into Bitcoin and cryptoassets, offering a high-level overview of cryptomarkets, highlighting both risks and opportunities of these emerging assets. Ian will then address practical considerations, focusing on incorporating these assets into a traditional portfolio safely, securely, and in compliance with regulations.

Ian Love, Founder & CEO, Blockchain Assets Pty Ltd

With over 30 years in Australian and International banking and financial services, Ian held senior positions in Hong Kong (PricewaterhouseCoopers) and Singapore (Credit Suisse) for 20 years with regional Asia Pacific responsibilities. In 2016, he delved into blockchain and bitcoin research. In May 2017, Ian founded Australia’s inaugural cryptoasset management firm, Blockchain Assets Pty Ltd, followed by the launch of a cryptoasset fund, the Blockchain Early Opportunities Fund.

Professional Standards CPD Area: Technical competence 1.0
ASIC Knowledge Area: Generic knowledge 1.0 hour

Webinar – Cryptoasset Insights: Navigating opportunities and risks

Member-Practitioner: $0.00
Non-Member: $75.00
Organisation Member: $0.00
Student Affiliate Member: $0.00

If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.

Supporters

Thanks to the following organisations who are supporting SIAA’s webinar program during 2022.