Past Events & Training
All materials from past events are available in your LAR document library. If you have any questions or concerns about any past or future events, please call Elyssa Feekings on 1300 785 611
February/March LAR PD
Various dates and locations
February 11, 2018
Please check your inbox for our invitation or visit your Adviser Library to register:
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Melbourne - 12 February (12 - 2:30pm)
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Newcastle - 19 February (10 - 12:30pm)
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Brisbane - 21 February (11:30 - 2:00pm)
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Sydney - 26 February (11:30 - 2:00pm)
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Adelaide - 1 March
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Perth - 15 March (11:30 - 2:00pm)
Merit Wealth 2017 Annual Conference
Wednesday 8th till Sunday 12th November - Barossa Valley, SA
November 07, 2017
This year we are going to the famous Barossa Valley, northeast of Adelaide, from November 8 to 11.
We have a great conference planned that will entertain, educate and inspire you, together with fun activities, great food and wine and of course plenty of networking. We'll kick off with welcome drinks on the evening of Wednesday 8th November and finish up with a memorable gala dinner on Saturday 11th November 2017.
We are currently finalising the conference agenda including sessions covering the three key practical support areas of; Technical, Business Improvement & Development, and Soft Skills. The final agenda and other conference details will be distributed in the near future.
This promises to be a great conference in a brilliant setting. Register your attendance now and book your accommodation and travel early, as it may be in short supply in November.
Check your email for details and registration information or contact Elyssa Feekings on 1300 785 611.
Business Owners Forum
Merit Wealth Business Owners Only - Radisson Blu Hotel, Sydney
August 30, 2017
The Merit Wealth Business Owners Forum is a day devoted entirely to the growth of your business by invitation only to you and your peers - providing an excellent opportunity to network with other Merit Wealth Business Owners.
All of the sessions will be workshop format with group input welcome and has been designed to capture the collective intelligence of the group.
August 2017 AR PD
ARs Only - Westin Hotel, Sydney
August 29, 2017
Our August Professional Development day for Merit Wealth Authorised Representatives is on Wednesday 30 August 2017 at Macquarie, Level 2, 1 Martin Place, Sydney. Next door to The Westin Hotel, entrance via Pitt Street.
Registration is from 9.00am with Presentations between 9.30am - 5pm.
As always, this quarter's PD sessions are structured not only to assist you in meeting your ongoing training requirements, but to provide you with training that is current and relevant.
2017 LAR Conference
Hilton Hotel Sydney
July 27, 2017
The conference kicks off at 9.00am (registration) at the Hilton Hotel in Sydney, followed by a Conference Dinner where you can enjoy the relaxed networking opportunity.
Our conference program has been specifically designed to enhance every aspect of your SMSF business and is structured to allow you to maximise your CPD points. The day offers a great opportunity to network with like minded peers and build on your SMSF advice skills.
Note: There is no separate cost to attend the conference or dinner. Dress code is business casual for both events.
Basic Deposit Products & Rollover Training Webinar
Recorded Training Webinar - Registration required - Workbook and Assessment Task included
June 13, 2017
Merit Wealth is extending your limited authorisation to include advice on Basic Deposit Products.
This will allow you to provide your clients with advice on cash management accounts and term deposits. In addition, your authorisation will be amended to allow advice on superannuation, including rollovers to a Self Managed Superannuation Fund.
After attending this webinar and completing the assessment, you will be able to:
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Identify the types of Basic Deposit Products
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Compare their features and benefits
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Discuss ownership options for Basic Deposit Products
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Outline your compliance obligations
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Understand the changes to the advice process.
Basic Deposit Products
Webinar: 12pm - 1pm AEDT
November 15, 2016
As mentioned at our recent conference, Merit Wealth in conjunction with Macquarie Bank has developed an approved education program to allow you to give advice to your clients onBasic Deposit Products.
After attending this webinar, you will be able to:
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Identify the types of Basic Deposit Products
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Compare their Features and Benefits
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Discuss ownership options for Basic Deposit Products
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Outline your compliance obligations
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Understand the changes to the advice process