STEP NSW Branch invites you to a seminar with Andrew Tang and Terri Bradford of Morgans.

This Lunch and Learn will be hosted at Morgans in Sydney and will include the opportunity for networking and light refreshments.

Topic: Diversifying portfolios globally and megatrend themes AND The inheritance dilemma

Andrew Tang will cover diversifying portfolios outside of the ASX, as well is tapping into global megatrends such as AI and the energy transition.

Terri Bradford will be talking about the dilemma posed to wealthy clients on whether to pass on wealth to family members while alive or via Estate after passing – pros and cons of each. Also the influences in any decision making on this decision, such as changing regulations (e.g. Div296 Tax). Also tax implications on wealth transfer.

DATE: Wednesday 10 July 2024

TIME:
12:15pm - Arrival and refreshments
12:30pm - Presentation Commences
1:30pm - Networking opportunity
2:00pm - Event concludes

LOCATION: Morgans Financial, Level 21, 88 Phillip Street, Sydney

COST: $45 STEP Members, $90 Non-Members

This event will be offered for in person attendance and live-streamed by webinar.

For further information or assistance, please contact stepnswaustralia@step.org

PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

SPEAKERS

ANDREW TANG | Co-head of Investment Strategy and Equity Strategist | Morgans

Andrew holds roles as Morgans co-head of Investment Strategy and Equity Strategist. With a focus on delivering macro research and investment guidance, he supports over 500+ advisers within the Morgans network. He coordinates Morgans’ asset allocation, portfolio and tactical investment strategies. His additional responsibilities includes Secretary of the Morgans’ Investment Committee. Andrew’s background includes positions as an Equity Strategist at CIMB and a Quantitative Analyst at TBS. He holds an MBA from Macquarie Graduate School of Management and a Bachelor of Engineering (Computer) from UNSW

TERRI BRADFORD | Head of Wealth Management| Morgans

Terri has been working in the financial services industry since 1995. As Head of Wealth Management Terri facilitates the appropriate provision of wealth management systems, tools and resources for the broader advisory network. One of her primary functions is to monitor current and future trends in the wealth management industry, and to provide technical and advice services to Morgans advisers. This includes interpreting changing industry legislation and regulation.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees, now incorporating Australian Executor Trustees (AET), combines two leading trustee teams with expertise and experience across all areas of specialist professional trusteeship serving individuals, families and communities. With a history of service reaching back to 1879, we offer services including asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers in Melbourne, Sydney, Brisbane, Perth and Adelaide.

Visit us online for more information or call 1300 133 472.