Key Discussion Points

Feb 2019

Key Discussion Points – Feb 2019 2019-02-21T10:02:15+10:00


Sydney Accounting Forum: Revised Date – 2 May 2019

We apologise for changing the date, but feel like the deferral is in the best interests of everybody. In terms of word of mouth interest, this one looks like it will be even bigger than last years forum and we will definitely endeavour to tighten up the format and to incorporate suggested topics.

On that note you should expect to receive a ‘save the date’ email shortly from us, and we will seek to engage you on the topics that matter the most.

I think most agreed that the last event was a success even simply for putting different firms in a room together to discuss business process and the industry, and to foster further interaction between the various JV’s. With any luck we can go one better in Sydney in May and have over 10 firms in attendance.

We would love as many of you there as possible.

Thanks Jono

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Risk Profile Portfolio Performance Figures

As at 31 December 2018

* Annualised return(s). Portfolio Inception date 3/7/2012

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Prime SMA – Model Portfolio Performance Figures

As at 31 December 2018

* Annualised return(s). Portfolio Inception date 18/2/2016