AIA National Investors Conference


Volatility, Risk and Reward - Strategies for an uncertain world

Sunday 7th August - Wednesday 10th August 2016
Surfers Paradise Marriott Resort and Spa



The conference commences at 5pm Sunday 7th August 2016 with a keynote presentation by Paul Bloxham, Chief Economist Australia & New Zealand, HSBC.

Sessions continue Monday, Tuesday and Wednesday, finishing at 3:30pm on Wednesday 10th August, followed by happy hour. In addition to the eight plenary sessions, the conference features four streams, plus the morning Sponsor sessions.

Stream 1:  Strategies - Wealth creation, wealth preservation, insurance, longevity, estate planning, aged care and Gen Y/X investors 

Stream 2:  Risk Off - Defensive assets such as cash, bonds, hybrids, fixed interest etc.

Stream 3:  Risk On - Growth assets such as shares, property and international etc.

Stream 4:  Alternatives - Non-core assets like infrastructure, hedge funds, collectables, ETF’s and LICs

Stream 5:  Superannuation & Retirement - Topics related to Super, SMSF aged care and Pensions

Masterclass -  What smart investors look for in a company's Annual Report

Presented by Sornem Private Wealth 
A company's annual report is an ocean of information for investors. From financial figures to salaries of directors and chief executive officers, it has all the information an investor is likely to need. It also gives an account of how the company has performed in the preceding year and throws light on its
future plans.

While the most searched figures in annual reports are sales, net profit,operating profit and the different financial ratios, there are a lot of other important points that are ignored by all but the most seasoned investors, and which can tell a lot about a company.

This year the Masterclass will take a look at how to read and interpret an Annual Report, how to work out if a  company’s risk outlook is changing and the warning signs that most investors miss.


Conference Brochure




  • Experienced investors wishing to hone their skills
  • New or inexperienced investors wanting to know where to start
  • Trustees of SMSFs or anyone thinking about establishing a SMSF
  • Anyone approaching retirement who wants to ensure their money will last as long as they do
  • Anyone who has inherited assets and not sure what to do or who to trust
  • Investors who wish to meet other investors


Partners wishing to attend the conference do not have to join the AIA and can attend for a reduced rate. To take advantage of the Early Booking Offer, the Partner's registration also needs to be paid in full by 31st May or pay the deposit by 31st May and the balance by the 8th July. Partner registration includes all benefits as for a regular registration (satchel and provision of happy hour coupons etc).


Non members pay an additional $115.00 annual subscription and a once off $20 joining fee to become an AIA member. Member benefits include a quarterly newsletter posted to your mailbox; a regular AIA Investor Update including information on AIA activities, links to websites of interest and more; discounts on software, subscriptions, bank rates and bookshops; access to a member’s online forum; local discussion groups, seminars and more.


Conference registration fees paid by delegates may be tax deductible. Delegates should speak to their tax advisers to confirm deductibility based on their individual circumstances.


All registrations will be acknowledged in writing. Registration will only be accepted and confirmed on receipt of payment.


Should you be unable to attend, a substitute delegate is always welcome to attend. Alternatively, cancellations received in writing before or on 10 July 2016 will receive a full refund less a 15% administration fee. Cancellations received after 10 July will incur a 40% admin fee.


Delegates will be given happy hour coupons which they can use at any of the happy hours at the conference. Use as many you wish on each of the days and you are welcome to bring your non-delegate partner.


The registration fee also includes the three course gala dinner and drinks on the Tuesday evening.  Non-delegate partners may attend the conference dinner for an additional charge of $99. Dress for the duration of the conference and all social functions is smart casual. Jacket and tie is not required.


Surfers Paradise Marriott Resort & Spa has recently undergone a refurbishment,  designed to reflect the mild Queensland climate and features the soothing effect of water with all ground floor bars and restaurants surrounded by waterscapes. This spreads across a hectare of exquisitely landscaped gardens and includes a five metre deep saltwater lagoon, home to tropical fish. Marriott guests can scuba dive, snorkel and swim through waterfalls into rock grottos and spas. The resort also has a marina, a boardwalk, a network of jogging and walking paths and direct access to beaches.

Surfers Paradise Marriott Resort & Spa is offering conference delegates a special rate of $185 per room per night which may be extended pre or post conference, subject to availability. The $185 rate is sold out for the Saturday 6/8 and Tuesday 9/8 however there may still be Ocean View rooms available for $245 per night. To book contact the resort direct on 1800 809 090. The resort is located at the northern end of Surfers Paradise at 158 Ferny Avenue. AIA Delegates receive complementary self car parking.

The Mantra Sun City Resort, which is directly opposite the Marriott, has 1 bedroom apartments available for $135 per night. To book call 07 5584 6000.


From Coolangatta Airport a taxi will cost approximately $100. Alternatively a shuttle bus service operates from the airport to all the major hotels. The cost for this service is $21pp one way or $41pp return. Upon arrival at Coolangatta Airport please go to the GOLD COAST TOURIST SHUTTLE desks in the foyer where you can purchase a ticket. For more information please call 07 5574 5111.

From Brisbane Airport to the Marriott Resort a taxi will cost approximately $220. Airtrain Connect is also available from Brisbane Airport to the Marriott for a cost of $55pp one way or $100pp return. To make a booking please call Airtrain Connect on 1800 119 091 or visit the website


For many delegates, the AIA National Investors Conference provides the opportunity for investors to network with other investors. For many, the information gained from other investors can be as valuable as the information gained from the experts. The AIA National Investors Conference is not only educational but socially enjoyable as well.


  • Attendance at sessions and exhibition 7 - 10 August
  • Lunch and refreshments for three days 8-10 August
  • Eight happy hour coupons for the four days 7 - 10 August
  • Gala Dinner 9 August (includes beverages)
  • Delegate satchel including pocket and detailed conference program
  • Bound booklet of the speakers’ papers
  • USB with speakers' papers
  • Opportunity to network with other investors.


Members Register Now

AIA Member Registration - Deposit by 31st May
(Balance of $665 by 8th July)
Partner Registration - Deposit by 31st May
(Balance of $595 by 8th July)
AIA Member Registration - full cost
Partner Registration - full cost
Non-Member – above prices plus 12 month AIA membership ($135 incl. joining fee)                                               
Additional Conference Dinner Ticket – 9 August 2016
Sunday half day workshop $55                    
Monday Evening Masterclass Presented by Sornem Wealth $33 subject to availability
AIR, ASA & ATAA Members at AIA Member prices As AIA Member

For benefits, please CLICK HERE (   



Without the support of sponsors, the cost of the conference could not be kept so low. We would like to acknowledge this support and thank the following sponsors.


Gold Sponsors

Trilogy Funds Management

Cromwell Property Group


Sornem Private Wealth

K2 Asset Management




Silver Sponsors

Investor Centre

FIIG Securities

Hunter Hall


Bronze Sponsors

Superfund Partners

CBG Capital



Barrack Street Investments Ltd


Emmerson Resources

Aitken Investment Management

Dinner Sponsor




Members Register Now

Non-Members, please contact us

Conference Program

Details and Speakers

This conference is the only independent conference for investors across all asset classes. It is designed to be of value for all individual investors, whether novice or experienced, who wish to take control of their investments, whether it be through financial advisers and brokers or totally DIY. If you want high quality, value for money, truly independent education that will make you a better investor, attendance at this conference is a must.


 Gold Sponsors



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Cromwell logo CMWPG RGB lrg 300dpi cropped

Leveraged logo tagline pms croppedTrilogy Funds Logo Digi COLOUR Large cropped


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Silver Sponsors

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FIIG Logo Horizontal LightBG cropped




Bronze Sponsors

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  CBG CAPITAL logo cropped




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  Ratesetter Logo cropped



 Barrack St logo


 Dinner Sponsor





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Venue: Marriott Resort and Spa
Surfers Paradise

 Marriott Logo