Preliminary Conference Program Solutions Conference

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2 8.00 Registration and coffee Opening Warren Gibson, Praemium Plenary 1 Get on the bus or get out of the way! Meeting consumer needs

3 2011 Praemium Business Preliminary Conference Program Solutions Conference Session 2A Breakout Efficiencies in SMSF administration To build any business it is essential to gain some kind of scale, to make the process as efficient as possible. In SMSF administration it is getting data feeds into and out of applications as accurately and quickly as possible. The better this occurs, the more business you can bring on board. The SMSF market is growing in leaps and bounds and if you want a share of it you really need to get on top of your technology and use it in the best way you can. If that means changing the way you do things then so be it. Our panel will discuss these issues and how they tackled them to become an efficient administration provider. Moderated by David Busoli, Cavendish Daniel Tramontana, BGL Debbie Ramage, Dunlop Super Strategies Session 2B Breakout Technology to turbo charge your business If the definition of business is to make a profit, and profit comes from generating a margin above costs, then it makes sense to ensure that margin can grow and be maintained. One way to do this is to employ technology to reduce costs. Technology not only delivers efficiency but also improves deliverables, which is your value proposition and this helps grow your business. You first need to know what your value proposition so that you select technology that complements your value proposition. Our speakers will discuss the pros and cons of maintaining technology, where technology may take us in the future and demonstrate how the technologies that Praemium have developed as an example can be used in every practice. Arthur Naoumidis, Praemium Mark Todman, Professional Practice Advisers Lunch in the exhibition area Session 3A Breakout Building value in your business Like it or not, further change to the execution of financial advice is on the way. Your future in our changing industry is in your hands today the decision facing business owners is grow or go. Most businesses are impacted by either the past and current economic conditions, market sentiment or future legislative changes. It has never before been more important to make an informed decision as it is now. Many advisers are waiting on the Government to clarify the changes, however you don t have to wait to feel the rain to know there is a storm approaching. Those who plan ahead can reap the benefits and build value in their business. The multiples of business value are changing. Consumer expectations are changing so it is critical to keep pace. These are the issues that our presenter will address in this session. Stephen Prendeville, Kenyon Prendeville Session 4A Breakout Creating generic portfolios to meet client needs As investment advising businesses across the globe move to take account of the major trends in both regulator and client activism, there are a number of clear patterns emerging. As such, portfolios developed taking into account consistent and regular framing of investor expectations are less likely to be the cause of surprise and unhappiness for investors, their advisors and their regulators. Paul Resnik, FinaMetrica Session 3B Breakout Accountants in the advice space This session is designed for both accountants and financial planners and offers a valuable resource for both. All financial advisers should look to the increasing specialisation of outsource providers who, having scale, can provide a variety of support services. The advantage is efficiency, cost saving by eliminating write offs and staying relevant. Heffron, the SMSF Academy and Insyt are three such providers. Accountants in the advice space may have an AFSL or an authority to one, employ an internal resource or refer to an external adviser. Under the FOFA reforms there will likely be some form of limited license facility which may appeal to some accountants. Our speakers will address these issues and the pros and cons of employing specialist services either to complement limited advice licenses or as an alternative, and will include their specialisations in the presentation as a business solution. Ben Smythe, Heffron Aaron Dunn, SMSF Academy Darren Wynen, Insyt Information Session 4B Breakout The competition for SMSF dollars... where is this industry at? Advisers not engaged in providing SMSFs may be missing a great opportunity. Not only is this sector growing rapidly it is challenging all other sectors. If you doubt this business stream our presenter will make it clear for you just how exciting it is and what lies ahead. Some consider the SMSF sector may be the saviour of the independent financial advice industry against institutionalised advice, but whether you are in it or not you should know as much as possible about this sector as you can. Tom Collins is your man with his insightful presentation. Tom Collins Afternoon tea in the exhibition area 3 I Praemium Business Solutions Conference

4 2011 Praemium Business Preliminary Conference Program Solutions Conference Plenary 4 A business framework for the future This is an interactive session in which Elixir Consulting Managing Director, Sue Viskovic will discuss what the best businesses will look like in the future of financial advice. Delegates will engage in an exercise to selfassess their business in 6 critical areas in order to highlight their strengths and potential pitfalls and to create their own action plan for when they return to their office after the conference. Sue Viskovic, Elixir Consulting Conference close Warren Gibson, Praemium Networking drinks in the exhibition area Proudly sponsored by: information.super.you. Our media partners: 4 I Praemium Business Solutions Conference

5 2011 Praemium Business Registration Form Solutions Conference Praemium Business Solutions Conference Praemium Ltd Level 1, 406 Collins Street, Melbourne VIC 3000 Please return by: Fax: or mail. Delegate registration Delegate details First Name: Surname: Organisation: Your Praemium Service Number (if applicable): Address: Suburb: State: Postcode: Phone: Mobile: Fax: Dietary requirements: Name badge Preferred name: Preferred company name: Industry Category Financial Planner Paraplanner Fund Manager Employee Accountant SMSF Specialist Broker Industry Supplier Practice Manager/Support Staff AFS Licensee/Management Other (please specify) Payment The cost for each delegate to attend this Conference is $75 (inclusive of GST). Payment Method: Cheque Please make all cheques payable to Praemium Limited, and return it together with this registration form to: Julie Butler Praemium Level 1, 406 Collins Street Melbourne VIC 3000 Direct Credit BSB: Account Number: Account Name: Praemium Limited Credit Card Please ensure that you include the following information: 2011 BSC (Your Name) 5 I Praemium Business Solutions Conference

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