July 3 @ 12:30 PM - 1:30 PM AEST
As investors and advisers search for new solutions in the wake of the recent Budget tax changes, geared structures across other asset classes are set to come into sharper focus. In this session we map the geared investment landscape — margin lending over equities and funds, limited recourse leverage over equities, indices and multi-asset portfolios, and internally geared invested structures such as geared ETFs and listed warrants — covering the pros, cons, recourse profile, and tax treatment of each.
Whether your clients are pivoting away from investment property or simply looking for smarter leverage across a broader asset class universe, this is the framework we hope puts you ahead of the conversation.
Register now to secure your place!
FREE FOR ALL
CPD Available
Presented by:
Blair Kirkhope
Blair Kirkhope is a financial markets professional with over 25 years experience across tax advisory, derivatives structuring, institutional sales, and structured products. His career includes seven years with PwC’s tax practice in Sydney, thirteen years in investment banking at BNP Paribas and ABN AMRO, and seven years running a boutique structured products business within Sequoia Financial Group before joining C2 Specialist Investments 18 months ago as Head of Wholesale Distribution. Blair works with advisers to design bespoke investment solutions for their clients including enhanced income strategies, capital-protected structures, and tax effective investment solutions.
