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Economic Update
Clayton will be providing an economic overview – both of NZ and abroad.
About the Presenter: Clayton Coplestone has been working in the Financial Services industry since 1984, with a background in share broking, money markets, financial planning and asset management, He will be a familiar face to many, and his insights into the economy and markets always adds value. Clayton's update will be followed by a Q&A.
All about Tax
Lance will cover:
- FIF tax regime, calculation methods
- PIE funds versus Unit Trusts, advantages and disadvantages and what to consider
- The Future of a capital gains tax and how it might look
- What can your clients claim as expenses regarding investments and insurances
About the Presenter: Lance Edmonds
Albert Einstein famously said: "The hardest thing in the world to understand is the income tax". He clearly hadn’t met Lance Edmonds from Kendons: Business Advisers and Chartered Accountants, who is a specialist in a number of areas including business and succession planning, acquisitions and disposals, financial forecasting and due diligence reviews. Lance has an extensive business network and is committed to getting results.
Sponsor (Not CPD)
We are delighted to introduce the first of the sponsors who support our region and help subsidise our Regional events. Our first sponsor for 2019 is OMNIMax. Please join us in thanking them for their support.
Established in 2002, OMNIMax Software Solutions Ltd was the outcome of the plan writing and practice management software designed for a leading, innovative financial practice. OMNIMax are pioneers in Software as a Service (SaaS) for the Financial Services sector enabling the advisory community to reap the benefits of the internet and engage effectively with their clients.
Agenda
9.15am Tea & Coffee
9.30am Welcome MC Dean Logan
9.35am Sponsor Introduction Omnimax
9.45am All about Tax Followed Lance Edmonds - Director/Owner of Kendons Scott MacDonald Limited, Followed by a Q&A
10.30am Economic Update Clayton Coplestone - Director at Heathcote Investment Partners Followed by a Q&A
Finish approx 11.15am
Date 24th July 2019 9.15-11.15am Venue Clearwater Golf Course, 40A Clearwater Ave, Northwood
CPD 1.5 hours - Gen Principles of Financial Planning If you have any questions please direct to the committee secretary [email protected]
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