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

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