Professional Development for our Authorised Merit Advisers

February 27, 2018

Check your inbox or your Adviser Library for details and to register.

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) 

• Newcastle - 19 February (10 - 12:30pm)

• Brisbane - 21 February (11:30 - 2:00pm)

• Sydney - 26 February (11:30 - 2:00pm)

• Adelaide - 1 March

• Perth - 15 March (11:30 - 2:00pm)

Various Dates and Locations

November 12, 2017

Please check your inbox for our invitation or visit your Adviser Library to register:

Brisbane - Nov 13

Sydney - Nov 16

Melbourne - Nov 20

Perth - Nov 30

Newcastle - Dec 4

Adelaide - Dec 7

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.

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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.

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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.

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Check your email for details and registration information or contact Elyssa Feekings on 1300 785 611.

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.

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.

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.

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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.

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Note: There is no separate cost to attend the conference or dinner.  Dress code is business casual for both events.

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.

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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.

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After attending this webinar and completing the assessment, you will be able to:

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• Identify the types of Basic Deposit Products

• Compare their features and benefits

• Discuss ownership options for Basic Deposit Products

• Outline your compliance obligations

• Understand the changes to the advice process.

Various dates and locations across Australia

May 15, 2017

1. Ensuring You Have Your Advice Process Right

2. Advising on Rollovers

3. Doing Business

Various dates and locations across Australia - Check your email for your invitation

February 05, 2017

1. Transitional CGT measures under the superannuation reform

2. Doing business update

3. Your 180 day marketing plan

Downloadable PDF

February 01, 2017

Inside this month:

2016 Review and the Year Ahead

2017 is all about Super

Talking with your Clients (Get your copy of Seminar pack)

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

• Compare their Features and Benefits 

• Discuss ownership options for Basic Deposit Products

• Outline your compliance obligations

• Understand the changes to the advice process

Webinar: 12.00pm AEDT

December 11, 2016

We are running another demonstration of our Advice Program, to walk you through how to minimise your work in giving superannuation/SMSF advice.

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We recommend you have anyone that may potentially assist you in the superannuation/SMSF advice process attend, including administration staff that may do data entry on your behalf. 

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We'll show you:

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1. Step by step, from start to finish, how to provide advice to a client, starting with an initial discussion and ending with you explaining a Statement of Advice document to them.

2. Demonstrate how you will use the program, with a case study example.

3. Answer any and every question you have on the process of providing advice and the program.

Webinar: 12.00pm AEDT

November 23, 2016

We are running another demonstration of our Advice Program, to walk you through how to minimise your work in giving superannuation/SMSF advice.

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We recommend you have anyone that may potentially assist you in the superannuation/SMSF advice process attend, including administration staff that may do data entry on your behalf. 

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We'll show you:

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1. Step by step, from start to finish, how to provide advice to a client, starting with an initial discussion and ending with you explaining a Statement of Advice document to them.

2. Demonstrate how you will use the program, with a case study example.

3. Answer any and every question you have on the process of providing advice and the program.

Westin Hotel Sydney

October 19, 2016

We are excited to extend an invitation for you to attend our inaugural Limited Authorised Representative (LAR) conference for 2016. This one day conference is designed specifically for LARs.

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This is being held on Thursday 20 October 2016, at the Westin Hotel in Sydney, followed by a Conference Dinner where you can enjoy the entertainment and networking opportunity.

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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.

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Note: There is no separate cost to attend the conference or dinner. 

Webinar 12pm - 1pm AEST

September 26, 2016

There has been a huge increase in the number of legal cases emerging around Estate Planning and superannuation advice, especially in the SMSF space.

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We have recently seen an Accountant being subject to legal action for preparing death benefit nominations that simply did not "stack up".
 
This webinar has been designed to identify where issues are for existing arrangements in place and what can be done now to avoid issues moving forward.

tails here

Webinar 12pm - 1pm AEST

September 21, 2016

This webinar will help you develop the business of SMSF and superannuation advice. We look beyond the standard client conversations and at ways to grow your client offering.

Downloadable PDF

September 20, 2016

Inside this month:

1. Commencing a pension for your SMSF clients

2. Marketing your SMSF Services

3. Compliance Central: ASIC & your file recordse

Webinar - 12pm till 1.15pm AEST

August 23, 2016

The focus of this webinar is on accountants who are not licensed. But even for the firms who have authorised accountants, you need to have procedures and protocols in place to manage SMSF advice and ensure that your non-authorised accountants operate within the legislation. 

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Led by Greg Hayes, this session walks you through the changes and provides practical examples of what can and can't be done.  

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The greatest danger for you is to believe that nothing will change and you can simply do what you have done in the past. The ground changes for us all.

Various Dates and Locations Across the Country + Webinar Option

August 07, 2016

This session has been designed to assist you in delivering licensee compliant advice in an efficient way utilising our in-house developed software program.

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We will show you how you can prepare and present this advice post 1 July for your clients around pensions, contributions & re-contribution strategies with a particular focus on:

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• Advising on contributions given the proposed law changes.

• Commencing new pensions

• Stopping existing pensions and restarting to include recent contributions

We will also walk you through checklists that will assist you with your processing efficiencies.

This session also includes a technical and regulatory update.

Webinar - 12.30pm AEST | Various Dates

July 28, 2016

30 June has now passed and we all need to make sure we are providing superannuation/SMSF advice compliantly.

We built our Advice Program to take as much of this work off your back as possible. Now we will make you completely comfortable with it.

Downloadable PDF

July 17, 2016

Inside this month:

1. It's Real Now! We must be compliant...

2. Housekeeping - The essential checklist

3. Asic on the Prowle

Various Dates and Locations Across the Country + Webinar Option

May 18, 2016

Here's what we'll be covering at our first PD. Click through to see the dates and locations of our PDs in your area.

Pre 1 July Advice Rules

Advice Process Using Case Study Scenarios

Factual vs General vs Personal Advice