
July 15 @ 12:00 PM - 2:00 PM AEST
Free
This Event is Now at Capacity!Thank you for the overwhelming response — this event has officially sold out!
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Presented by the Listed Association and the Institute of Financial Professionals Australia (IFPA)
Date: Tuesday, 15 July 2025
Time: 12:00 PM to 2:00 PM (Registration from 11:45 AM)
Location: ASX Exchange Square, 20 Bridge Street, Sydney
Cost: Free to attend | Light lunch provided
CPD: 2 accredited hours
Session 1: Division 296 Explained – Strategic Impacts for High-Balance Clients
Presenter: Natasha Panagis, Head of Technical, IFPA
With the government’s Division 296 proposal back in the spotlight, advisers must understand how this new tax will affect clients with superannuation balances over $3 million.
In this session, Natasha will break down the draft legislation and provide actionable insights on:
- Who will be affected and when
- The three-step formula for earnings calculations
- How losses can carry forward and affect future liabilities
- Liquidity and valuation issues, particularly for SMSFs
- Strategic questions such as whether super remains the optimal structure for wealth
- Whether you support SMSF trustees or high-net-worth individuals, this is essential content to confidently guide your clients through regulatory change.
Natasha Panagis
Natasha Panagis is a highly experienced wealth management specialist with deep expertise across a broad spectrum of financial services areas, including superannuation, self-managed superannuation funds (SMSFs), retirement planning, taxation, estate planning, insurance, social security, and aged care. With over 20 years in the industry, Natasha has developed a reputation as a trusted adviser and thought leader, delivering strategic insights and practical guidance to financial professionals and their clients.
Her ability to distill and communicate complex financial concepts in a clear, concise, and accessible manner has made her a sought-after commentator in the media. She has been regularly quoted in leading financial publications and frequently presents at industry conferences, professional development programs, and training workshops, where she shares her knowledge with financial planners, accountants, and legal professionals.
Natasha plays an instrumental role in shaping Australia’s financial services industry through her work in policy development and advocacy. She actively engages with Government bodies, regulators, and key industry stakeholders to influence policy settings, legislative changes, and regulatory reforms. Her contributions help ensure that the evolving financial landscape remains conducive to professional practitioners while safeguarding consumer interests.
In addition to her policy and advocacy work, Natasha is a passionate educator, regularly contributing technical articles and thought leadership pieces aimed at enhancing the knowledge and capability of financial professionals. Her dedication to professional excellence and commitment to improving financial literacy make her a valued contributor to the industry.
Session 2: Unlocking the Strengths of Listed Investment Vehicles (LIVs)
Presented by: Ian Irvine (CEO, Listed Association), Geoff Driver (AFIC, DJW, MIR, AMH), Will Seddon and Martyn McCathie
Gain a strategic briefing on how Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) continue to offer diversified, actively managed investment options well suited to today’s market.
Key insights include:
- Why income-focused clients may need alternatives to direct shares and ETFs
- How LIVs offer consistent income through professional long-term management
- Case studies from two prominent LICs, including portfolio structure, dividend history and performance positioning
- Performance analysis showing how LIV yields compare to broader ASX and global benchmarks
- The benefits of closed-end structures including capital stability, franking advantages and strategic flexibility
- You will hear directly from leading ASX-listed investment firms on how they are navigating market volatility and delivering value for investors.
IAN IRVINE
With a career spanning close to 50 years, Ian has experience in sales, marketing and business development. He as worked in the financial services arena since 1986, with time at Westpac, AMP Bank and 14 years at ASX to December 2017.
He has been Chief Executive of the Listed Investment Companies and Trusts Association since January 2018.
GOFF DRIVER
Geoff is General Manager, Business Development and Investor Relations for Australian Foundation Investment Company (ASX: AFI) and for the other Listed Investment Companies in the Group – Djerriwarrh Investments (ASX: DJW), Mirrabooka Investments (ASX: MIR) and AMCIL Limited (ASX: AMH). Collectively these represent in excess of $11bn of market capitalisation. His responsibilities include strategy, capital raisings, business development and marketing. He also participates in the Investment Committees of each of these LIC’s. Geoff has 20 years of experience in the LIC Sector.
WILL SEDDON
Will Seddon is an Executive Director of Australia’s longest operating listed investment company (LIC) Whitefield Industrials Ltd, which launched in 1923 and recently celebrated 100 years in business.
He is also an Executive Director of Whitefield Capital Management Pty Ltd. and Whitefield Income Ltd, an LIC which launched in late 2024.
Will has over 20 years’ experience as a wholesale investment manager and analyst, including more than 15 years working with Whitefield. He has significant experience in fundamental analysis, investment strategy and quantitative techniques.
MARTYN McCATHIE
Martyn has more than 20 years of domestic and international financial services experience gained in several consulting and operational roles. Prior to joining Wilson Asset Management in 2015, he held several senior operational and compliance roles at several boutique fund managers and large custodians.
Martyn is a member of Investment Committee (IC) for both Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) having worked with both ICs since their inception.
Martyn is responsive for providing investment insights and managing relationships with stockbrokers, financial planners, research providers, investment platforms and other professional investors.
Secure your place now as spaces are limited.
This complimentary session includes a light lunch and is eligible for 2 CPD hours. It is an opportunity to gain timely technical insights, hear from leading experts and connect with peers in the heart of Sydney’s financial district.
Register Now
Details
2 CPD Hours
Free
ASX Exchange Square
20 Bridge Street
Sydney,
NSW
2000
Australia
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