Past Events

SMSF Seminar: How An SMSF Works In Retirement

On Monday, May 26, we hosted our seminar on “How An SMSF Works In Retirement” at Leonda by the Yarra, presented by Senior Financial Planners Paul Nicol, Patrick Malcolm and James Malliaros.

The seminar provided attendees with a comprehensive overview of how a Self-Managed Super Fund (SMSF) operates, along with practical strategies to optimise SMSF structures and outcomes.

Key topics covered included:

Introduction to SMSFs
SMSF Advantages
- Control & Flexibility
- Tax Advantages
- Estate Planning and Wealth Transfer
SMSF Strategies
Investing for Income in Retirement
SMSF Investment Opportunities

We were delighted to have so many clients and guests in attendance. The event was exceptionally well-received, with strong attendance and overwhelmingly positive feedback. Attendees found the session both valuable and insightful, gaining a deeper understanding of how to make the most of their SMSF.

Annual Golf Day 2025

We held our 22nd Annual Golf Day at Riversdale Golf Club on Friday 21st March 2025, attended by many keen golfing clients. Everyone had a fantastic time, and we were blessed to have perfect weather.

It was also great to have new players join us this year. The course was in perfect condition, and we had some terrific prizes on offer.

Congratulations to Paul Ramsay, Paul de Bruin, Kath de Bruin and Tim Jarvis with an Ambrose Score of 53.0704!

The Runners-Up with a score of 53.1810 were Paul Nicol, Michael Moore, Jane Rodgers and Ric Casey.

The Winning Team with an Ambrose Score of 53.1810 were Tim Jarvis, Paul de Bruin, Kath de Bruin and Paul Ramsay.

The Runners-Up with a score of 53.1810 – Paul Nicol, Michael Moore, Jane Rodgers and Ric Casey.

3rd Place with a score of 54.0489 – Tom Harold, Ralph Colasante, Max Williams, Rosey Smith.

4th Place with a score of 56.1324 – Colin Birney, John Trevorrow, Jeff Fortune, Orrin Shaw

Winner Nearest The Pin on the 3rd hole – Paul Barrett, 14th hole – Jordon Nolan, 17th hole – Jeff Fortune

Winner of the Longest Drive on the 6th hole – Paul Young, 15th hole – Nick Walsh, 11th hole – Anne Kaiser & Straightest Drive on the 18th hole – Gerard Whitely

Market Update & Outlook for 2025

On Wednesday, 13th November, we hosted our Market Update & Outlook for 2025 Seminar at Riversdale Golf Club. The event covered investment market trends from 2024 and provided insights into the outlook for 2025.

Our special guest, James Holt, Head Investment Specialist for Equities at Perpetual, joined us for his ninth year. With over 20 years in financial services, James is highly respected, having presented to countless advisers and investors and has appeared in various media such as CNBC, Sky News, and ABC. His articles have featured in multiple publications, including the Journal of Investment Strategy.

During the seminar, James presented key themes for 2025 and gave a comprehensive overview of the global economic backdrop, offering perspectives on potential impacts on investment markets in the coming years.

The seminar was well attended, and clients appreciated the opportunity to chat with James afterwards, and catch up with the team.

As this was our last seminar for the year we concluded the evening with some celebratory drinks and canapés. Our team enjoyed the opportunity to have a drink and a chat with our clients.

2024 Quarterly Business Lunch: Fund Manager Panel – An Update On Markets

On Monday 7th October 2024, we hosted our Quarterly Business Lunch at Leonda By The Yarra, where we had a panel of Australia’s finest Fund Managers join us in our panel discussion.

Nick Griffin – Founding Partner & Chief Investment Officer at Munro Investment Partners
David Grace – Portfolio Manager at Australian Foundation Investment Company
Tim Hall – Portfolio Manager at Fairview Equity Partners

Nick, David and Tim have an abundance of experience and knowledge in investment markets. They provided an update on the current domestic and global economy and discussed what’s happening in investment markets in a Q&A Forum.

This forum was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such an interesting and insightful presentation. We hope you enjoy the recording.

Quarterly Business Lunch: Estate Planning Seminar – Creating Certainty

On Tuesday, 21st May 2024, we held our Estate Planning lunch seminar at Leonda by the Yarra on this important topic. Our special guest presenters were Jennifer Dixon and James Dimond, Practice Leaders at Moores.

The seminar focused on a range of Estate planning topics, including Wills, the Significance of Asset Ownership, What assets are covered, roles and applications of Powers of Attorney, Superannuation, Estate Disputes and Elder Financial Abuse.

This seminar was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such a valuable and insightful presentation.

Estate planning is a complex area, and it is essential to review your estate plan on a regular basis.

Market Update & Outlook for 2024

We held our Market Update & Outlook for 2024 Seminar on Wednesday 15th November at Riversdale Golf Club. The seminar covered investment market activity during 2023 and the outlook for 2024.

Our special guest presenter on the night was James Holt, who is the Head Investment Specialist for Equities at Perpetual.

We were very fortunate to have James presenting for the eighth year. James has worked in the financial services industry for over 20 years. He has presented to numerous audiences of advisers and investors and has appeared in various media, including CNBC, Sky News and the ABC. His articles have appeared in multiple publications, including the Journal of Investment Strategy.

James discussed the key themes for 2024 and provided a detailed overview of the global economic backdrop, and how this is likely to affect investment markets over the next few years.

This seminar was well attended. Clients appreciated the opportunity to chat with James afterwards, and catch up with the team.

As this was our last seminar for the year we concluded the evening with some celebratory drinks and canapés. Our team enjoyed the opportunity to have a drink and a chat with our clients.

Quarterly Business Lunch: Fund Manager Panel – An Update On Markets

On Monday 4th September 2023, we hosted our Quarterly Business Lunch at Leonda By The Yarra where we had a panel of Australia’s finest Fund Managers join us in our panel discussion.

Nikki Thomas – Global Portfolio Manager at Magellan
Anthony Aboud – Deputy Head of Equities at Perpetual
Nick Griffin – Founding Partner & Chief Investment Officer at Munro Investment Partners

Nikki, Anthony and Nick have an abundance of experience and knowledge in investment markets. They provided an update on the current domestic and global economy and discussed what’s happening in investment markets in a Q&A Forum.

This forum was extremely popular and the feedback was excellent. Everyone appreciated the opportunity to attend such an interesting and insightful presentation. We hope you enjoy the recording.

Quarterly Business Lunch – Outlook & Top Investments for 2023

On Monday 1st May 2023, we held our Quarterly Business Lunch at Leonda By The Yarra where we provided an insight into our views of the economic environment and the research and investment selection process we undertake to select appropriate investments.

Our financial advisers, James Malliaros, Patrick Malcolm and Paul Nicol discussed the following topics:

An economic update and outlook
Our preferred investments in the current market environment

This seminar was well attended by clients and guests and the feedback was excellent. Everyone appreciated the opportunity to attend such an interesting and insightful presentation.

Market Update & Outlook for 2023

We held our Market Update & Outlook for 2023 Seminar on Tuesday 8th November at Riversdale Golf Club. The seminar covered investment market activity during 2022 and the outlook for 2023.

Our special guest presenter on the night was James Holt, who is the Senior Investment Specialist for Equities at Perpetual Investments.

We were very fortunate to have James presenting for the seventh year. James has worked in the financial services industry for over 20 years. He has presented to numerous audiences of advisers and investors and has appeared in various media, including CNBC, Sky News and the ABC. His articles have appeared in multiple publications, including the Journal of Investment Strategy.

James discussed the key themes for 2023 and provided a detailed overview of the global economic backdrop, and how this is likely to affect investment markets over the next few years.

This seminar was well attended. Clients appreciated the opportunity to chat with James afterwards, and catch up with the team.

As this was our last seminar for the year we concluded the evening with some celebratory drinks and canapés. Our team enjoyed the opportunity to have a drink and a chat with our clients.

Quarterly Business Lunch 2022 – Estate Planning Seminar: Creating Certainty

On Wednesday 1st June 2022, we held our Estate Planning lunch seminar at Leonda by the Yarra on this important topic. Our special guest presenter was Jennifer Dixon, Practice Leader at Moores Legal.

The seminar focused on a range of Estate planning topics including, Wills, Significance of Asset Ownership, What assets are covered, roles and application Powers of Attorney, Superannuation, Estate Disputes and Elder Financial Abuse.

This seminar was extremely popular and the feedback was excellent. Everyone appreciated the opportunity to attend such a valuable and insightful presentation.

Estate planning is a complex area, and it is essential to review your estate plan on a regular basis.

Quarterly Business Lunch 2022 – Investing For Yield In A Low-Interest Rate Environment

We held our first Quarterly Business Lunch for the year on “Investing for yield in a low-interest rate environment” on Monday 9th May at Leonda by the Yarra. It was fantastic to see so many clients and guests join us for our first face to face event since February 2019, just before being locked down in March of that year.

The presenters on the day were GFM advisers – James Malliaros, Patrick Malcolm and Paul Nicol.

Their presentation provided an in–depth insight into our research and investment selection process, and a deep dive into investments that are suited for a yield orientated portfolio.

The topics covered included:

With so many available investments, how do we filter down which companies or investments to research?
The GFM research process
What available tools do we (GFM) have to give us the edge when selecting investments?
Why a reliable and growing yield is essential when in the retirement phase
Our preferred investments for a yield orientated portfolio

The feedback from attendees was positive, with 95% rating the relevance/usefulness of the topic as “Excellent”.

The team enjoyed the opportunity catch up and chat with our clients.

Paul Nicol

Patrick Malcolm

James Malliaros

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