SAFAA 2021 Hybrid Conference

20 May — 21 May 2021

Sponsors

Major Sponsor

ASX

ASX

ASX is an integrated exchange offering listings, trading, clearing, settlement, technical and information services, technology, data and other post-trade services.

ASX acts as a market operator, clearing house and payments system facilitator. It oversees compliance with its operating rules, promotes standards of corporate governance among Australia’s listed companies and helps to educate retail investors.

ASX operates markets for a wide range of asset classes including equities, fixed income, commodities and energy. As a vertically-integrated exchange, ASX’s activities span primary and secondary market services, including the raising, allocation and hedging of capital flows; trading and price discovery; central counterparty risk transfer; and securities settlement for both the equities and fixed income markets.

www2.asx.com.au

Gold Sponsors

Macquarie

Macquarie

Macquarie’s Wealth Solutions arm provides clients with a wide range of wrap platform, managed accounts and cash management services, investment and superannuation products. The team offers support that goes much deeper than any one technology or platform. We take the time to understand your business, and help you draw on the best minds in ours. We bring you a smarter ecosystem of products that work in harmony with your business, supported by the deep expertise of our people. You have the support of a global investment leader with 50 years of unbroken profitability, more than $A98bn FUA as at Feb 2021 on platform and a name your clients can have confidence in.  

www.macquarie.com.au

Refinitiv

Refinitiv

Refinitiv, a subsidiary of London Stock Exchange Group, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in over 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.

www.refinitiv.com

Silver Sponsors

Iress

Iress

To trade smarter in today’s market, you need the right information, tools and support.

More than 12,000+ institutional, retail and online traders around the world use Iress to connect across multiple markets, monitor and manage risk, access end-to-end multi-asset trading support, and deliver better performance.

  • Iress Private Wealth – With one client view, it seamlessly integrates client and portfolio management, together with advice and order execution.
  • Iress Order System (IOS) supports the complete order lifecycle—combining powerful pre-trade risk management and sophisticated multi-asset, multi-market order execution processing with post-trade handling.
  • Iress ViewPoint is multi-asset, multi-market, online market data and trading software with robust technical and fundamental features.

www.iress.com

iShares

iShares

iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 900+ exchange traded funds (ETFs) and US$2.67 trillion in assets under management as of December 31, 2020, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.

www.blackrock.com.au

Vanguard

Vanguard

With over AUD $9.3 trillion in assets under management globally as of 31 January 2021, including more than AUD $2 trillion in ETFs, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for 25 years.

www.vanguard.com.au

Bronze Sponsors

AMM

AMM

AMM provides a secure online term deposit, call account and managed fund market place, specifically designed for stockbrokers and financial advisers.  One initial application form provides access to a range over term deposits, call accounts and managed funds without the need for additional paperwork. AMM automates all the administration including the application process, transfer of funds, reporting capabilities and data feeds to software packages including Iress, Agility & Class Super.

To find out more about how we can help with managing your clients’ cash holdings, visit www.moneymarket.com.au or call us on 1300 306 281.

www.moneymarket.com.au

BetaShares

BetaShares

BetaShares is a leading manager of ETFs and other Funds traded on the Australian Securities Exchange (ASX). Founded in 2009, our aim is to provide intelligent investment solutions to help Australian investors meet their financial objectives.

With over 60 products available, we currently offer the broadest range of exchange traded products in the market, all of which can be bought and sold via the ASX. We offer investors simple, liquid and cost-effective access to Australian and global equities, cash and fixed income, currencies, commodities, and active and alternative strategies.

As at 28 February 2021, BetaShares manages over $16 billion in assets.

Chi-X

Chi-X

Chi-X Australia (CXA) is the innovative securities and derivatives exchange committed to transforming, improving and growing Australian investment markets by providing brokers and investors with the most efficient and cost-effective access to local and global investment opportunities. Today, the ASIC regulated exchange provides investors with a combination of world class technology, innovation and cost-efficient product offerings that has attracted close to 50 market participants and thousands of investors.

The Chi-X investment products platform offers a range of unique products exclusively traded on Chi-X, including Funds (ETFs & Quoted Managed Funds), Transferable Custody Receipts (TraCRs), Chi-X Warrants and the Chi-X Australia 200 Index (CXA 200 Index).

www.chi-x.com.au

DDH Graham

DDH Graham

DDH’s Money Market division offers 23 years’ experience as a bank Agent, delivering CMA accounts to clients managed by professional advisers.
We distribute exclusively via licensed professionals, tailoring fee-free servicing solutions to meet the needs of the cash allocation within client portfolios.  Reward your clients with functionality, service and a competitive rate of interest equal to the RBA rate + 25bps, on the entire account balance.
With over $12bn funds under administration within the DDH Group, our national success can be attributed to service reputation, use of best practice technology and positive testimonials.

‘Technology overlaid with first class service’

 

www.ddhgraham.com.au

Hilton Sydney

Hilton Sydney

Hilton Sydney, set in the heart of the city’s vibrant CBD, is a superb base from which to explore the shopping, dining and endless attractions that Sydney is famed for. A showcase of contemporary design and unpretentious luxury that creates the perfect environment for business and leisure travelers alike, Hilton Sydney’s personable service, award-winning meeting facilities, innovative food and beverage offerings and premier health club guarantees its place as an icon of the city.

www.hiltonsydney.com.au

Lab Group

Lab Group

LAB Group provides streamlined digital customer acquisition, identity verification, and onboarding technology, including a complete suite of regulatory and compliance functions to the Financial serves industry globally.

LAB Group’s digital customer acquisition and onboarding Software-as-a-Service supports a seamless, secure, and compliant customer journey with continuous improvement through compliance monitoring, advanced analytics and implementations.

LAB’s technology continually evolves to meet the constantly changing Know Your Customer and Compliance demands of regulators.

labgroup.com.au

Magellan

Magellan

Magellan Asset Management (Magellan) was formed to generate attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital. Magellan’s team of 35* highly qualified and experienced investment professionals manages more than A$100 billion* in global equity and infrastructure strategies for clients based around the world. Magellan was founded in 2006 by Hamish Douglass and Chris Mackay and has offices in Australia, New Zealand and the US. Magellan is a wholly owned subsidiary of Magellan Financial Group, which is one of the top-100 stocks by market value on the ASX.
(*as at 31 January 2021)

www.magellangroup.com.au

MIntegrity

MIntegrity

MIntegrity is a specialist regulatory risk and compliance consulting firm that works collaboratively with financial services participants, exchanges, industry bodies and regulators to raise integrity standards across the industry. MIntegrity offers a full suite of consulting services to assist our clients to meet their global regulatory obligations.

The MIntegrity team has over 150 years of experience and expertise in financial services. We take the time to understand your specific needs and look for opportunities to add value to your business. MIntegrity has a team of expert consultants available to meet your requirements in risk, compliance and operations. You will have the support of an industry leader experienced in:

  • Independent Expert services;
  • regulatory risk, compliance and conduct due diligence, separation and/or transformation projects;
  • governance, compliance, risk and operational development / set up for start ups; and
  • many other risk consulting services.

www.mintegrity.com.au

Supporter Sponsor

AMG Super

AMG Super

AMG Super is a retail super fund specifically designed for the Stockbroking Industry. We establish individual HINs for each client which can be CHESS sponsored by the broker. This allows Advisers to manage a portfolio of ASX listed shares, managed portfolios, term deposits and managed funds for clients in the same way as an SMSF, but without the trustee and compliance burden. Other features which make AMG Super unique include:

  • Contra-trading allowed
  • Real time CMA balance feeds
  • Full participation in Corporate Actions
  • OMT allowed in and out
  • Access to IPOs
  • Flexible insurance offerings, including automatic cover.

AMG Super is part of the DDH Graham Group.

www.amgsuper.com.au