SUPER DAY SPONSORSHIP PACKAGES MELBOURNE - SYDNEY - PERTH MARCH 2015 SMSF CONFERENCE FOR ACCOUNTANTS PRESENTED BY PARTNERS WEALTH GROUP

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SMSF CONFERENCE FOR ACCOUNTANTS

SPONSORSHIP PACKAGES

MELBOURNE - SYDNEY - PERTH

MARCH 2015

SUPER

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John Lethbridge_{Partners Wealth Group} T 1800 333 143

E jlethbridge@partnerswealthgroup.com.au

JOIN US FOR SUPER DAY 2015!

We invite you to become a sponsor of our 2015 Super

Day Conference and support Partners Wealth Group

as one of Australia’s leading financial and business

advisory service providers.

The Super Day Conference 2015 – a Partners Wealth Group premier event – provides

accountants with practical skills and specialist knowledge to help their Self-Managed

Super Fund (SMSF) clients.

Next year’s SMSF conference will yet again set the bar for quality SMSF events,

providing the guidance and knowledge that enables Accountants to remain at the peak

of their industry. The main event will be held on Friday 4 March 2015 at the home of

Melbourne sports – The Melbourne Cricket Ground.

Next year will also mark the first nationwide Super Day roadshow with events being

held in Melbourne, Perth and Sydney. The Super Days will be held on March 4th, 10th

and 11th respectively.

We will promote the conference to over 2500 accountancy practices.The sell-out event

continues to grow from strength to strength with more than 270 delegates from around

the country attending this year’s event in Melbourne.

This is a unique opportunity for your organisation to target a niche demographic of

small to medium accounting practices. This proposal details more information about the

sponsorship opportunities for Super Day 2015.

I encourage you to review this information, reserve your opportunity and be part of

Super Day 2015!

Martin Murden

Director, Audit & Consulting, Partners Superannutaion Services

Sponsorship Contact:

MELBOURNE

4 March 2015

Melbourne Cricket

Ground

PERTH

10 March 2015

AMP

SYDNEY

11 March 2015

Christie Conference

Centre

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ABOUT US

Partners Wealth Group is one of Australia’s leading business and financial advisory

companies. What makes us truly unique is our ability to provide innovative advice

and services to individuals and businesses around Australia via commercial referral

relationships with Accountants and other trusted advisors.

Our unique approach means that small to medium size accounting practices can extend the services they

provide to clients. This allows them to build deeper client relationships that help them achieve their financial

and lifestyle goals.

The Partners Wealth Group consists of:

Partners Retirement Planning &

Investment Advisors (PRPIA)

•

Retirement Planning

•

Investment Advice

•

Strategic Financial Planning

•

Insurance Advice

Partners Superannuation Services

(PSS)

•

SMSF Audit & Technical Consulting

Partners Legal (PL)

•

Legal Practice (Commercial and Private)

Partners Mortgage & Lending

Services (PML)

•

Commercial & Residential Lending

•

Property & Asset Finance

•

SMSF Borrowing

Partners Property (PP)

•

Advisory & Investment

Partners Superannuation Tax

Services (PSTS)

•

SMSF Accounting & Administration

Partners Aged Care Advice (PACA)

•

Assists through the entire process, from

selecting an aged care facility to the provision of tailored financial advice to maximise the financial benefit for the family.

Partners 360

•

Highly personalised, client specific package that encompasses all the personal advice, financial management and administration needs.

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OUR TEAM

Mathew Cassidy

Director, Partners Wealth Group He commenced his career as a Chartered Accountant with Ernst & Young in its Perth office providing taxation and accounting solutions to his clients. After four years, he moved to London and then New York working in investment banking, specialising in fixed interest and FX markets. Mathew returned to Australia after three years abroad and worked in ANZ’s Wealth Management business before moving to private clients advising.

Martin Murden

Director SMSF

Consulting and Auditing, Partners Superannuation Services

Martin is one of Australia’s leading authorities on Self- Managed Superannuation Funds (SMSF’s) with more than 40 years’ experience in Financial Services. He is a Fellow of CPA Australia and also a Fellow of the Australian & New Zealand Institute of Insurance and Finance. Martin is accredited as both a Specialist Superannuation Auditor and a specialist superannuation adviser by SPAA.

Patrick Barry

General Manager, Partners Retirement Planning and Investment Advisors

Patrick is the General Manager of PRPIA. He joined Partners Wealth Group in December 2005. Prior to this Patrick worked as an adviser at Perpetual Private. Patrick has a Bachelor of Commerce and has completed post graduate studies to obtain a Graduate Diploma and Masters in Financial Planning. His passion is working with clients to achieve their financial goals.

Phil Boyle

Director, Partners Mortgage and Lending Services

Phil has been a Director of Partners Mortgage and Lending Service (PML) since incorporation. He has more than 35 years of experience in the finance industry, including senior positions with an institutional bank. He is a Senior Associate of the Finance Institute of Australia, (S.A.Fin) and is involved in many facets of lending. Phil is also Executive Director of a number of other associated Finance industry company's.

Chris Saunders

State Manager, Partners Retirement Planning & Investment Advisors

Chris is General Manager (NSW) for Partners Wealth Group, NSW. A former Australian Rugby Sevens and NSW 1st XV Representative, Chris spent his off-field career in the financial industry, having spent over 23 years of diverse experience within the financial markets, funds management and financial services industries.

Conrad Francis

Prior to joining Partners Wealth Group as a State Manager, Conrad co-founded Inspired Money in 2011 to carve out a niche within the West Australian market. With more than 21 years’ experience in finance, Conrad is an invaluable source of knowledge to his clients and prides himself on assisting them towards achieving their financial objectives and lifestyle goals via a process focused on education.

John Lethbridge

SMSF Specialist Advisor, Partners Superannuation Services Prior to commencing with Partners Wealth Group in June 2007, John worked for a firm of consulting actuaries for a period of ten years. John is also an accredited SMSF specialist adviser through the SMSF Professional Association of Australia (SPAA). John is a key member of our superannuation technical team and is a regular speaker on technical matters and SMSF strategies.

Peter Gandolfo

Managing Partner, Partners Legal Peter Gandolfo is Managing Partner at Partners Legal. Peter brings a commercial edge to legal practice. With legal and commercial experience gained since he was admitted to practice as a Barrister & Solicitor over three decades ago, Peter advises his clients on a broad range of private and commercial legal issues, practically and effectively.

George

Hluchaniuk

General Manager of Operations, Partners Wealth Group

George has more than 25 years’ experience in the financial services industry. He has gained valuable insights into what is required to establish, grow and develop a successful financial planning practice. George is a qualified accountant and is a member of the Australian Society of CPAs and a Fellow since 1998.

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Paul Hodgson

Prior to joining Partners Wealth Group as our Queensland State Manager, Paul headed up the financial advice division of MAP Funds Management providing financial advice to fund members. Paul is a Senior Financial Planner with over 13 years experience in the financial services industry. As well as his Diploma of Financial Planning, Paul has completed graduate studies including a Masters of Business Administration.

Jean-Marc

Raffaut

General Manager, Partners Superannuation Tax Services Jean-Marc joined Partners Wealth Group in 2011. He specialises in tax and accounting for self-managed superannuation funds and also has extensive experience in general accounting and taxation services for high net worth individuals and other tax entities. Jean-Marc’s background in business services and taxation allows for a comprehensive and holistic approach to meeting his client needs.

Peter Turbach

General Manager, Advisor Portfolio Solutions

Peter is the General Manager of Adviser Portfolio Solutions (APS) and oversees all aspects of a wholesale Managed Discretionary Account (MDA). Peter has more than 20 years’ in the financial services sector in both Canada and Australia and aims to improve the client relationship experience by utilising strong systems and platform knowledge combined with experience in client relations, stock brokering, financial planning and infrastructure development.

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SUPER DAY MELBOURNE PROGRAM 2015

TIME

SESSION

PRESENTED BY

8.15

REGISTRATION

8.45

WELCOME AND OPENING COMMENTS

MATHEW CASSIDY

9.00

TECHNICAL UPDATE

JOHN LETHBRIDGE

9.30

WORKING OVERSEAS AND SMSFS

MARTIN MURDEN

10.00

PENSION STRATEGIES

PATRICK BARRY

10.30

MORNING TEA

10.50

SUPER TAX UPDATE

ATO GUEST SPEAKER

11.30

AGED CARE – THE NEW RULES

LUKE ANDREWS

12.10

LRBAS – THE RECENT CHANGES

CHRISTIAN CHENU

12.40

LUNCH

1.30

THE SOLE PURPOSE TEST – WHAT DOES IT MEAN

MARTIN MURDEN

2.00

SUCCESSFUL TRANSITION OF FAMILY WEALTH AND THE

ROLE OF SUPERANNUATION

PETER GANDOLFO

2.40

AFTERNOON TEA

3.00

PROPERTY INVESTMENT PITFALLS IN A SMSF

KYLIE MURDEN

3.25

USING UNIT TRUSTS FOR INVESTMENTS

JOHN LETHBRIDGE

3.50

CLOSING COMMENTS

MATHEW CASSIDY

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SPEAKERS FOR SUPER DAY MELBOURNE 2015

Martin Murden

Director SMSF Consulting and Auditing, Partners Superannuation Services

Martin was one of the founding partners of the Partners Wealth Group. He is one of Australia’s leading authorities on Self- Managed Superannuation Funds (SMSF’s) with more than 40 years’ experience in Financial Services. He is a Fellow of CPA Australia and also a Fellow of the Australian & New Zealand Institute of Insurance and Finance. Martin is accredited as both a Specialist Superannuation Auditor and a specialist superannuation adviser by SPAA.

Peter Gandolfo

Managing Partner, Partners Legal

Peter Gandolfo is Managing Partner at Partners Legal. Peter brings a commercial edge to legal practice. With legal and commercial experience gained since he was admitted to practice as a Barrister & Solicitor over three decades ago, Peter advises his clients on a broad range of private and commercial legal issues, practically and effectively. During this time, he has served in professional and business leadership roles such as President of the Law Institute of Victoria, Chairman of Legal Aid Commission of Victoria and Deputy President of Victorian Chamber of Commerce & Industry (VECCI).

Kylie Murden

Residential and SMSF Finance Specialist, Partners Mortgage & Lending

Kylie is our residential property lender with specialist experience in SMSF loans with Partners Mortgage & Lending. She has worked in finance for around the last 5 years, prior to which she was a property investment analyst. Kylie has a passion for real estate and is keen to help clients realise the opportunity that good quality finance solutions can play in creating long term wealth.

John Lethbridge

SMSF Advisor, Partners Superannuation Services

Prior to commencing with Partners Wealth Group in June 2007, John worked for a firm of consulting actuaries for a period of ten years. John is also an accredited SMSF specialist adviser through the SMSF Professional Association of Australia (SPAA). John is a key member of our superannuation technical team and is a regular speaker on technical matters and SMSF strategies.

Luke Andrews

Aged Care Specialist, Partners Aged Care

Luke joined Partners in November 2014 after spending four years working as an aged care specialist advisor for Equity Trustees and Lifetime Planning. Luke has strong relationships with aged care providers and social workers, and a deep knowledge of the relevant aged care and social security legislation. Luke is passionate about the provision of aged care in both community and residential settings alike, and is committed to educating potential aged care entrants and their families about the

affordability of aged care and more specifically the ability of aged care recipients to maintain financial independence.

Christian Chenu

Solicitor, Partners Legal

Christian has experience in commercial law and contracts (with a particular focus on the Personal Properties Securities Act), intellectual property licensing, and trusts and superannuation. He also heads the Limited Recourse Borrowing Arrangement service at Partners Legal. Christian enjoys working both with accountants and clients to deliver services carefully tailored to the individual needs of each client.

Patrick Barry

General Manager, Partners Retirement Planning & Investment Advisors

Patrick is the General Manager of PRPIA. He joined Partners Wealth Group in December 2005. Prior to this Patrick worked as an adviser at Perpetual Private. Patrick has a Bachelor of Commerce and has completed post graduate studies to obtain a Graduate Diploma and Masters in Financial Planning. His passion is working with clients to achieve their financial goals.

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SUPER DAY PERTH PROGRAM 2015

TIME

SESSION

PRESENTED BY

8.15

REGISTRATION

8.45

CONRAD FRANCIS

9.00

TECHNICAL UPDATE

JOHN LETHBRIDGE

9.30

MARTIN MURDEN

10.00

PENSION STRATEGIES

RODNEY WATTS

10.30

MORNING TEA

10.50

SUPER TAX UPDATE

ATO GUEST SPEAKER

11.30

AGED CARE – THE NEW RULES

BEN ARMSTRONG

12.10

MARTIN MURDEN

12.40

ROLE OF SUPERANNUATION

JOHN HEALY

1.20

CLOSING COMMENTS

CONRAD FRANCIS

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SPEAKERS FOR SUPER DAY PERTH 2015

Martin Murden

John Lethbridge

Rodney Watts

Senior FInancial Planner, Guild Financial Planning

Rodney has more than 28 years’ experience in the industry and has gained a wealth of knowledge in senior financial planning roles with boutique financial planning organisations in Perth. He became a Certified Financial Planner® in 1995 and a SMSF Specialist Advisor™ in 2011. Rodney is passionate about providing the highest level of personal service to help clients achieve their financial and lifestyle goals.

Ben Armstrong

Senior Financial Advisors, Partners Retirement Planning & Investment Advisors

Ben joins Partners Wealth Group as a financial advisor. He brings to the business more than 16 years’ experience in financial services having previously worked for the National Australia Bank in Commercial Lending and prior to that providing financial advice to high net worth private clients at St George. Ben also worked in a private accounting firm.

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TIME

SESSION

PRESENTED BY

8.15

REGISTRATION

8.45

CHRIS SAUNDERS

9.00

TECHNICAL UPDATE

JOHN LETHBRIDGE

9.30

MARTIN MURDEN

10.00

PENSION STRATEGIES

ROBERT FLYNN

10.30

MORNING TEA

10.50

SUPER TAX UPDATE

ATO GUEST SPEAKER

11.30

AGED CARE – THE NEW RULES

DANIEL MIKHAIL

12.10

MARTIN MURDEN

12.40

ROLE OF SUPERANNUATION

PETER GANDOLFO

1.20

CLOSING COMMENTS

CHRIS SAUNDERS

1.30

LUNCH

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Martin Murden

John Lethbridge

Peter Gandolfo

Managing Partner, Partners Legal

Peter Gandolfo is Managing Partner at Partners Legal. Peter brings a commercial edge to legal practice. With legal and commercial experience gained since he was admitted to practice as a Barrister & Solicitor over three decades ago, Peter advises his clients on a broad range of private and commercial legal issues, practically and effectively. During this time, he has served in professional and business leadership roles such as President of the Law Institute of Victoria, Chairman of Legal Aid Commission of Victoria and Deputy President of Victorian Chamber of Commerce & Industry (VECCI).

Robert Flynn

Senior Financial Planner, Parters Retirement Planning & Investment Advisor

Robert joined Partners in November 2014. After becoming a Chartered Accountant, Robert held a number of Finance and Operational roles at executive level. Prior to joining Partners, Robert holds a Bachelor of Financial Administration (Hons.), an MBA, Advanced Diploma of Financial Planning, Graduate Diploma in Applied Finance and Investment and a Certificate IV in Mortgage Broking. His passion is assisting his clients with strategies for attaining financial freedom

Daniel Mikhail

Senior Financial Planner, Guild FInancial Planning

Daniel joined Guild Financial Planning in December 2006. Prior to this he was employed as an Accountant with Saccasan Bailey Partners. Daniel has more than 7 years’ experience in the financial planning industry and is a Certified Financial Planner®. He understands the importance of long term relationships and has developed a genuine, caring and professional approach with his clients.

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SPONSORSHIP PACKAGES

HOW CAN I BE A SPONSOR?

Sponsorship packages vary depending on

the nature of your support.

As a sponsor you may choose to sponsor specific

sessions or offer support towards another element

of the event.

There are multiple sessions to sponsor as well

as networking drinks which will be held at the

conclusion of the Melbourne event.

PACKAGES

There are three types of sponsorship packages you

can be part of for Super Day 2015.

•

General Sponsorship - $2,500

•

Session Sponsorship - $5,000 (per session)

•

Networking Drinks Sponsorship - $12,000

$2,500

GENERAL

SPONSORSHIP

$5,000

SESSION

SPONSORSHIP

$12,000

NETWORKING

SPONSORSHIP

“ Partners Wealth Group has provided

value for my business, through excellent

high calibre speakers. The content and

level of information presented at the

conference allows me to help my clients

get the most out of their SMSF. ”

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GENERAL SPONSORSHIP

DETAILS:

General sponsorship is the easiest way to be a part of Super Day and support Partners

Wealth Group whilst gaining great exposure to our network of accountants. You will

have a platform to display company information and products to delegates as well as the

opportunity to speak to accountants and develop valuable business relationships.

¹A Full Conference Pass is $300 - However, should you wish to purchase additional tickets, sponsors

will be offered the discounted rate of $220pp.

$2,500

General Sponsorship also includes:

•

Sponsorship recognition in all event marketing, including web, e-mail, direct, and

on-site marketing.

•

Inclusion of marketing material in the ‘attendee packs’ - Each attendee will

receive a complimentary gift bag filled with information and giveaways.

•

An on-site exhibit display opportunity (Melbourne)- There will be tables in a

separate area of the conference room allocated to each event partner where they

may exhibit products and flyers to attendees throughout the day

•

Complimentary tickets - You will receive 2 complimentary tickets¹ for

representatives from your company to attend the Melbourne event.

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CONFERENCE SESSION SPONSORHIP

DETAILS:

Sponsoring an informative session is a great way to show leadership and support for

the Partners Wealth Group and our network of accountants. It is also an effective way

to demonstrate that your organisation is attuned to the top issues facing accountants

today. Session Sponsors will also be invited to attend our Sydney and Perth Super Days.

²A Full Conference Pass is $300 - However, should you wish to purchase additional tickets, sponsors

will be offered the discounted rate of $220pp.

$5,000

Conference Session Sponsorship also includes:

•

Sponsorship recognition in all event marketing, including web, e-mail, direct, and

on-site marketing.

•

Inclusion of marketing material in the ‘attendee packs’ - Each attendee will receive

a complimentary gift bag filled with information and giveaways.

•

An on-site exhibit display opportunity (Melbourne) - There will be tables in

a separate conference room allocated to each event partner where they may

exhibit¹ products and flyers to attendees throughout the day.

•

An advertisement - At the beginning of the session that you sponsor, you will have

1-2 minutes allocated for a read or pre-recorded advertisement.

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NETWORKING SESSION SPONSORSHIP

DETAILS:

Sponsoring the Networking drinks gives your organisation exclusive promotion during

this session as well as recognition and profile throughout day. This is a premium

opportunity to build relationships through the Partners Wealth Group network. Our

Networking Session Sponsor will also be invited to attend our Sydney and Perth Super

Days.

²A Full Conference Pass is $300 - However, should you wish to purchase additional tickets, sponsors

will be offered the discounted rate of $220pp.

$12,000

Networking Session Sponsorship also includes:

•

Sponsorship recognition in all event marketing, including web, e-mail, direct, and on-site

marketing.

•

Inclusion of marketing material in the ‘attendee packs’ - Each attendee will receive a

complimentary gift bag filled with information and giveaways.

•

PRIME POSITION for an on-site exhibit display (Melbourne) - There will be tables around in a

separate conference room allocated to each event partner where they may exhibit products

and flyers to attendees throughout the day.

•

An advertisement - At the conclusion of the last session, you will have 1-2 minutes

allocated for a read or pre-recorded advertisement.

•

Invitation to attend Sydney and Perth Super Days.

•

Complimentary tickets - You will receive 3 complimentary tickets² for each session that you

sponsor. These tickets can be given to staff or clients at your discretion.

•

Extra networking drinks tickets (Melbourne) – In addition to your 3 conference tickets

(inclusive of networking drinks), you will receive 3 networking drinks only tickets. Again,

these tickets can be given to staff or clients at your discretion.

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EXHIBITION DETAILS - MELBOURNE

CHECKLIST AND

IMPORTANT DATES:

ITEM:

DUE:

Signed Exhibition

Agreement

23 January 2015

Payment for Participation

23 January 2015

Description of Display &

Advertisement Manuscript

6 February 2015

Onsite Contact Person to

be nominated

13 February 2015

Please use the time line above as a guide

but to ensure we maximise the opportunity

to promote your organization across

promotional conference material please let

us know if you would like to be a sponsor

as soon as possible.

Registration for the Melbourne Super Day will

be open from 8.15am, however sponsors will be

given access to set up their exhibits from 7.30

am. Should you need additional time, this can be

negotiated.

Sponsors may bring up to 2 free standing pull-up banners

(these are to be supplied by the sponsor.)

Supplied Items

• 1 x trestle table (you may bring 1 additional table,

this must be arranged in advance with the Event

Planner)

• 2 x chairs

• Pens

• Note Pads

• Power access (this must be arranged in advance with

the Event Planner)

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Sponsor Details

Organisation: ABN: Postal Address:

Authorised contact: Position: Email:

Telephone: ( ) Fax: ( )

Package (Please tick relevant boxes)

General Sponsorship Session Sponsorship

Networking Drinks Sponsorship

Exhibit location

Display tables will be allocated closer to the event.

Delegates attending Super Day 2015 (Melbourne)

Delegate 1 details: Full Name: Email: Organisation: Position: Delegate 2 details: Full Name: Email: Organisation: Position:

Delegates attending Super Day 2015 (Sydney and Perth -

where applicable

)

Interstate delegate details:

Full Name:

Email: Organisation: Position:

Sydney or Perth Super Day?

Confirmations will be sent out via email. Should you wish to nominate additional delegates, please include details with registration form.

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TERMS AND CONDITIONS

We accept the sponsor package as negotiated and agree to these terms and conditions outlined with this

Sponsorship Package. We agree to pay the sponsorship fee indicated, inclusive of GST, in accordance with the

details provided.

1.

Definitions

‘The Event’ is the Partners Wealth Group Limited Super Day which will take place on 4 March 2015 at the

Mel-bourne Cricket Club, MelMel-bourne, Victoria.

‘Application’ means an application to be a sponsor and exhibitor.

‘Sponsor’ means any person or company allocated space by the Organiser of the event and includes all its

em-ployees, agents and representatives.

‘Organiser’ means the Partners Wealth Group Limited, its employees, agents and contractors.

‘Venue’ means the Melbourne Cricket Club (MCG), Melbourne, Victoria.

Application for Participation and Acceptance

2.

A binding contract comes into existence in accordance with the Application and these Terms and

Condi-tions upon the acceptance of the Application by the Organiser.

3.

The Organiser has the right to reject or accept any Application.

4.

Sponsor Obligations

•

The Sponsor will provide all necessary information and material required for the Organiser to carry out its

obligations to the Sponsor, by the dates stipulated by the Organiser.

•

The Sponsor will make good and compensate Venue for damage caused by any act or omission of the

Spon-sor or other persons arising from or in connection with the use of the exhibition venue by the SponSpon-sor.

•

The Sponsor must have the display space ready with all exhibits completed and available for display by the

time specified by the Organiser before the opening of the Exhibition.

•

Sponsors are responsible for any damage or loss of own goods and equipment left in the Venue or function

area prior to or after the function and must secure all goods and equipment during the Event.

•

All Sponsor deliveries to the Venue must be prior advised to the Venue and must be marked with the name

and date of the Event and Sponsor.

5.

Exhibition Space: Standard Fittings, Design and Signs

•

The Organiser agrees to provide the Exhibition table and fittings, as detailed in the Super Day Sponsorship

Package provided, applicable to the sponsorship level selected.

•

The Organiser will ensure that table positions will be allocated according to sponsorship value and on a

first-come, first-served basis should the value be equivalent.

6.

Assignment

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7.

Terms of Payment

•

The agreement will be terminated if the Sponsor does not pay the required fee at least 14 days prior to the

event.

•

In the event of termination by the Organiser, the Sponsor will not be entitled to any form of compensation

8.

Cancellation Policy

•

The Sponsor will not withdraw, cancel, alter or reduce in any way its Application. In the event of

cancel-lation, a service fee of 50% applies. No refunds will be made for cancellations 30 days prior to the event

date.

•

After sponsorship has been confirmed and accepted, a reduction in sponsorship is considered a

cancella-tion and will be governed by the above cancellacancella-tion policy.

9.

Insurance and Indemnity

•

The Sponsor shall take out and maintain a policy of public liability insurance for an amount of not less than

$5,000,000 during the Event.

•

The Sponsor will indemnify the Organiser against any cost, claim, liability and expense to which the

Organ-iser is in any way subject arising from or in connection with any act or omission of the Sponsor.

10. Compliance

•

The Sponsor will comply with all applicable laws and regulations and all reasonable directions from the

Organiser and the owner of the exhibition Venue.

•

These terms and conditions of the agreement shall not be disclosed to any third parties without the prior

written consent of both parties.

11.

FOFA Compliance

Partners Wealth Group sponsorship payment will not constitute conflicted remuneration under the Corporations

Act 2001, on the following basis:

•

Being a conference partner is not a factor taken into account in determining which products may be

included on Partners Wealth Group’s approved product list;

•

No part of the conference partnership fee is passed onto advisers or associates.

•

The conference satisfies the education and training exemption requirements set out in Corporations

Regulation 7.7A.14 and/or 7.7A.15; and

•

All conference partners are treated equally with respect to trade stands, advertising, branding and general

access to attendees.

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CONTACT US

i

John Lethbridge_{Partners Wealth Group} T 1800 333 143

E jlethbridge@partnerswealthgroup.com.au

Sponsorship Queries

General Queries

i

Sarah Oakley_{Partners Wealth Group} T 1800 333 143