Other

This section contains various sundry presentations

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Telepresentations

Origin’s Perspective Of The Energy Sector by Angus Guthrie, May 2009

 

Australian Economic Outlook: Seeing Through the Financial Turbulence by Jeff Oughton, NAB Economics, February 2008

 

Value Investing by Daniel Sciberras Analyst, Clime Investment Management, 23 April 2008

 

Is it time to Panic or Time to Buy? by Ashley Ormond, 22 May 2008

 

A Scientific Analysis Of The Australian Stock Market by Robert Vagg, 25 September 2008

 

Australian equity market outlook - Risk versus return: are we at the turning point yet? by Felicity Scanlon, Adviser, 25 November 2008

 

Economic and market overlay by Charlie Aitken, 16 April 2007

 

Top Income Stocks by Jamie Nemtsas B.Bus F. Fin, Certified Financial Planner, 30 May 2007

 

The ABC of CDOs by Steven Wright, Director - Fixed Interest, 20 September 2007

 

Super by Peter Bobbin, 26 November 2007

 

 

Occasional Papers

Technical Analysis and Covered Call Writing A paper presented to the Sydney North Shore Group by Michael Gable, April 2014  
Making easy money investing in LICs. A paper presented to the Brisbane Group by Geoff Wilson, Wilson Asset Management, March 2014  
Is it that hard to pick 10 stocks for 10 year? A paper presented to the Adelaide Group by Brian McErlean, AIA Member, March 2014  
Markets and investor psychology - some tricks and traps. A paper presented to the North Shore Group by Richard Cowan, AIA Member, March 2014  
Past and future - Impacts on the market environment. A paper presented to the North Shore Group by Peter Jensen, AIA Member, March 2014  
Notes for Past and future - Impacts on the market environment. Notes from the presentation to the North Shore Group by Peter Jensen, AIA Member, March 2014  
Planning for volatility and market decline. A paper presented to Melbourne Group by David Chia, December 2013  
The year ahead in retrospect. A paper presented to Melbourne Group by Elio D'Amato, December 2013  
The Investment Research Industry - How do analysts formulate their opinions? A paper presented to Sydney North Shore Group by Mark Waddington, November 2013  
Is it that hard to pick 10 stocks for 10 years? A paper presented to the Perth group by Brian McErlean, October 2013  
Running with the bulls A paper presented to the Melbourne Group by Colin Nicholson, October 2013  
Value Investing in 2013 A paper presented to the Melbourne Group by John Abernethy, October 2013  
An overview of SMSFs, including exit strategies. A paper presented to the Adelaide Group by Suzanne Mackenzie, September 2013  
The big confusion that is called the sharemarket. A paper presented to the North Shore Group by Rudi Filapek-Vandyck, September 2013  
Listed fixed securities explained. A paper presented to the Brisbane group by Stewart Calderwood, August 2013  
Ladies and Gentlemen, please take your deck chair. A paper presented to the Adelaide Group by David Middleton, August 2013  
What we can learn from Technical Analysis. A paper presented to the North Shore Group by Regina Meani, August 2013  
REITs - Back to the future. A paper presented to the Brisbane group by Troy Derwin, August 2013  
How to find and assess safe stocks most likely to outperform. A paper presented to the Brisbane Group by Colin Nicholson, June 2013  
ASX Seminar:Tax effective investing for income. ASX seminar presented in Adelaide, May 2013  
Can you time the share market? A paper presented to the North Shore group by Percy Allan, 8 May 2013  
 The outlook for the coal industry - A counter cyclical opportunity. A paper presented to the Brisbane group by Nick Jorss, 3 April 2013  
History repeats:Systematic bull market growth patterns. A paper presented to the Brisbane group by Robert Vagg, 3 April 2013  
How to invest direct into US shares. A paper presented to the Brisbane group by Joel Palmer, 13 March 2013  
"War stories". Presentation to the North Shore Group by AIA members, 12 December 2012  
An approach to investing. Part 1 of the presentation to the Perth group by Robert Vagg, 20 October 2012  
Financial markets & nature: The Fibonacci connection. Part 2 of the presentation to the Perth group by Robert Vagg, 20 October 2012  
Volatility cycles in the stock market. Part 3 of the presentation to the Perth group by Robert Vagg, 20 October 2012   
Volatility cycles in the stock market - summary. Part 4 of the presentation to the Perth group by Robert Vagg, 20 October 2012   
An investor's guide to LICs and Managed Funds. A paper presented to the Brisbane group by Bob Hartley, 3 October 2012  
Exchange-traded options for income and hedging. A paper presented to the North Shore group by Justin Sharples, 10 October 2012  
How to identify great income investments. A paper presented to our Adelaide and Brisbane groups by Elio D'Amato, 2 & 3 October 2012   
Tips and traps in asset allocation. A paper presented to the North Shore group by John Owen, 12 September 2012  
Investing for higher income. A paper presented to the Brisbane group by Joel Palmer, 9 August 2012  
Exchange Traded Funds (revisited). A paper presented to the North Shore group by Robyn Laidlaw, 8 August 2012  
Securing your success in the market. A paper presented to the North Shore group by Michael Kodari, 20 June 2012  
Risk and a new asset allocation methodology. A paper presented to Brisbane members by Angelo Veschetti, 6 June 2012  
The Australian oil and gas sector. A paper presented to Brisbane members by Russell Lees, 6 June 2012  
Managing Risk in a changing world. A paper presented to the Sydney North Shore Group by Ashley Owen, 16 May 2012  
Introduction to Fixed Income. A paper presented to the Sydney North Shore Group by Justin Mcfarland & Andrew Gordon, FIIG on 18 April 2012  

Global Investment Markets & The Outlook for Australian Equities. A paper presented to the Sydney North Group by Paul Zwi & Adrian Ezquerro, Clime Asset Management on 28 March 2012
 

What the Technical Charts are Telling Us. A paper presented to the Sydney North Shore Group by Daneil Goulding on 15 Feb 2012

 

Growth and Income Stocks presented to Adelaide members by Elio D'Amato, Lincoln Indicators Pty Ltd, on 16th November 2011

 

A simple guide to protecting your portfolio presented to Gold Coast members by Dean Smith, Private Client Advisor, Safecrest Financial Services, on 12 October 2011

 

Investing for Income presented to North Shore members by Julia Lee, Equities Analyst, Bell Direct on 17th August 2011

 

An Economic Update presented to Gold Coast members by  Dr Chris Caton, Chief Economist of BT Financial Group on 23 June 2011

 

Brisbane Property Update presented to Brisbane members by Colleen Coyne on 4 May 2011

 

Australian Stock Market Investment (Secrets?) presented to Perth Members by Brian Mc Erlean & Denis Carragher on 1 March 2011

 

Gold Coast Property Update presented to Gold Coast members by Colleen Coyne on 10 February 2011

 

Momentum Based Investment Strategies presented to Brisbane members by Dr. Bruce Vanstone on 6 October 2010

 

Listed Invested Companies: Essential for the educated investor presented to the Sydney North Shore members by Angus Gluskie, on 21 July 2010

 

Questions and Answers presented to the Sydney North Shore members by Colin Nicholson, on 16 June 2010

 

Current Issues in Taxation presented to Brisbane members by Robert Carius on 2 June 2010

 

Intro to Australian Resources by Russell Lees CFP Lachlan Partners, June 2010

 

Papers presented to Adelaide members by Price Waterhouse Coopers on 10 May 2010:

  • Tax Planning for Investors
  • Interpreting company reports

 

The Economic Outlook presented to Brisbane members by Michael Knox, RBS Morgans on 3 February 2010

 

The outlook for Australian share investors presented to the Sydney North Shore members by John Abernethy, Clime Asset Management on 18 November 2009

 

Exchange Traded Funds presented to the Melbourne members by Owen Richards, AIA member on 7 October 2009

 

The property sector outlook presented to the Sydney North Shore members by Howard Brenchley, APN Funds Management on 16 September 2009

 

Direct property opportunities in Sydney presented to the Sydney North Shore members by Vanessa Rader, Landmark White on 16 September 2009

 

The Australian equity market outlook – glass half full or half empty? presented to the Sydney North Shore members by Mark Knight, Ausbil Dexia Limited on 19 August 2009

 

Stocks to watch presented to the Sydney North Shore members by Greg Bell, Paterson’s Securities on 19 August 2009

 

Asset Allocation in Different Markets presented to Brisbane members by Jamie Nemtsas on 5 August 2009

 

Building a portfolio with cyclical stocks presented to the Sydney North Shore members by Peter Semaan on 15 July 2009

 

The Role Of Index Funds And ETFs presented to North Shore members by Robyn Laidlaw on 17 June 2009

 

Cyclical Stocks presented to Melbourne members by David Baird on 9 June 2009

 

Defensive Stocks presented to Melbourne members by Patrick Trindade and Daniel McFarlane on 9 June 2009

 

Investment Returns – The Critical Role of Active Portfolio Management presented to Perth members by Aaron Ross-Connolly on 7 April 2009

 

Australian in the Global Crisis presented to North Shore members by John Edwards on 18 February 2009

 

Fixed Interest presented to North Shore members by Kieran Quaine on 18 February 2009

 

Basics of Successful Trading & Investing presented to Melbourne members by Bernard O’Connor in February 2009 [pdf 1,237KB]

 

Is Your Super Up To Date presented to Brisbane members by Graeme Colley on 6 August 2008

 

Management of Investment Records prepared by Jenni Eason, an AIA member, and presented at a number of AIA discussion groups

  • Word document [pdf 29KB]
  • Shares Worksheet [xls 104KB]
  • Property Worksheet [xls 30KB]
  • Tax Worksheet [xls 42KB]

 

Which ASX Sectors to Invest In presented to Adelaide members by David Middleton, Private Client Adviser, Prescott Securities on 12 May 2008

 

Economic Outlook for 2008 presented to Melbourne members by Jeff Oughton, National Australia Bank on 4 December 2007

 

The Australian Sharemarket Outlook for 2008 presented to Melbourne members by Arthur Garipoli, Ord Minnett on 4 December 2007

 

Is it different this time?, a paper by Jonathan Pain, HFA Asset Management. 28 November 2006

 

Where are we in the business cycle? presented to Brisbane members by Beverley Morris (Chief Economist from QIC) on 6th December 2006

 

The role of Listed Managed Investments (LMIs) in your portfolio presented by Michelle Drinkwater (Australian Stock Exchange) to Adelaide members on 9th October 2006

 

Tax Effectiveness   A paper by Andrew Emery of Leveraged Equities presented to Adelaide members on 8th May 2006.

 

Are We Long Short & Short Long?  A paper by Paul Bostock & Jack Gray of GMO Australia to a recent meeting of Fund Managers in Sydney (September 2005)

 

Asset Protection, a paper by Robert Balanda.  Presented to Gold Coast members on 17th August 2005.

 

The East West Divide, a paper by Jonathan Pain.  Presented to the meeting of Sydney members on 31st August 2005.

 

Australian Corporate Governance Regulations and Investors’ Confidence Survey Report.  A research paper from the ANU.  This paper reports a survey of investors’ perceptions on the efficacy of various corporate governance regulations and disclosure rules by the Australian Stock Exchange (ASX) Corporate Governance Council and the government’s Corporate Law Economic Reform Program proposal (CLERP 9) to restore investors’ confidence in investing in particular companies.

 

Stages of Life Approach to Asset Allocation.  A paper presented to Gold Coast members on 18th May 2005.

 

Auditor Independence Study - A summary of research to which AIA members contributed during the latter part of 2004.  By Graeme Wines (Deakin University) March 2005.

 

Investment Outlook March 2005 - presented by Dr Shane Oliver (AMP) to the Sydney branch, 16th March 2005.

 

The Economic Outlook: - from champagne to beer economy - presented by Dr David Clark (University of NSW) to the Sydney branch, 16th March 2005.

 

Investing In Shares Using The FundoTech Investing Method - presented by D.Galtieri & R.Weston (Bourse Data) to the Melbourne branch, 9th February 2005.

 

Summary of ASX Performance to January 2005 - presented by Mark Gibbs (Baker Young Stockbrokers) to the Adelaide branch, 7th February 2005.

 

Returns to Australian investment newsletter recommendations - presented by Prof. Raymond de Silva Rosa to the Perth branch, 9th February 2004.

 

A Global Economic and Market Outlook - presented by Dr Chris caton to Sydney branch, 28th April 2004.

 

Women and the Australian Investors’ Association - notes of a meeting of interested Melbourne members, 10 February 2004

 

A paper delivered to our Adelaide SMSF Group on the 13th October 2003 by Karen Novak contains a sound basis for understanding how to go about setting up a DIY Super Fund and the regulatory requirements for such funds.

 

A Draft Superannuation Circular from the Australian Tax Office is available for comment.  It deals with the treatment of Real Property held within Super funds.   Download it here.

 

Report of Survey of Members Views on Managed Funds and Financial Advisers
conducted June/July 2002

 

Divorce and Superannuation Interests - Recent Legal Developments
[Perpetual Private Clients Technical Bulletin- November 20; 65kb pdf]
Recent changes in the laws relating to divorce and superannuation interests will soon take effect.
It is therefore timely to consider the opportunities that they may present to couples, the benefits and drawbacks of the new measures, and in particular the obligations they impose upon superannuation fund trustees.  Minutes of ASIC Consumer Advisory Panel meeting held on 22 August 02.

 

Risk, Asset Allocation and Portfolio Construction - What does it all mean?? An address to Perth members in June, 2002 by David Hann B. Bus CA.

 

Economic Outlook 2002 a talk by Brampton Voll of Perpetual to our Brisbane Meeting 6th February 2002.

 

The Last Five Years an Occasional Comment by Scott McKenzie (Feb 02)

 

The World Economy the Opening address by Bill Evans, Chief Economist of Westac, to the Sydney Investor Conference September 2001

 

Submission to the Senate Select Committee on Superannuation and Financial Services Anthony Starkins, Managing Director, First Samuel Limited