The content of this site is dated July 2019 and has been prepared by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd. Click here to Download the FSG (part 1). Click here to view our Privacy Statement and Complaints Process. Click here to view our Referrer Charter.

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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

Full AR PD

Professional Development for our Authorised Merit Advisers

February 27, 2018

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

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:

  • 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)

November LAR PD

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

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:

  • 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.

May/June LAR PD

Various dates and locations across Australia

May 15, 2017

  1. Ensuring You Have Your Advice Process Right

  2. Advising on Rollovers

  3. Doing Business

February 2017 PD

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

Asset #3 - A Need to Know Update for LARs

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)

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:

  • 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

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