October 9 @ 12:30 PM - 2:30 PM AEDT
Free
Following the strong turnout in Sydney and Brisbane, we are hosting our next CPD Lunchtime Briefing for our Melbourne members and supporters on Thursday, 9 October 2025.
This two-hour session will provide 2 CPD-accredited hours, a light lunch, and the opportunity to hear from leading experts:
More Details:
Location: Level 16, 357 Collins Street, Melbourne VIC 3000
Date: Thursday, 9 October 2025 | Time: 12:30 PM – 2:30 PM
CPD: 2 accredited hours
Cost: Free to attend | Light lunch included
Spots are limited, Don’t Miss Out.
Session 1: Division 296 Explained – Strategic Impacts for High-Balance Clients
Presenter: Natasha Panagis, Head of Technical, IFPA
Understand how the proposed Division 296 tax will affect clients with super balances over $3 million. Natasha will provide practical strategies on:
- Who will be impacted and when
- The earnings calculation formula and loss carry-forwards
- Liquidity and valuation issues for SMSFs
- Whether super remains the most effective wealth structure
Presented by
NATASHA PANAGIS
Head of Technical, Institute of Financial Professionals Australia (IFPA)
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)
Presenter: Ian Irvine (CEO, Listed Association), Geoff Driver (AFIC, DJW, MIR, AMH), Martyn McCathie and Angus Gluskie
Learn how LICs and LITs can offer diversified, income-focused, professionally managed options in today’s market, including:
- Why income-focused clients may need alternatives to direct shares and ETFs
- Case studies from leading LICs, including dividend performance and yields
- How closed-end structures deliver stability and franking benefits
Presented by
IAN IRVINE
CEO – Listed Association
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.
ANGUS GLUSKIE
Chairman, Whitefield Group
Angus Gluskie is the Chairman and Managing Director of Australia’s longest operating listed investment company Whitefield Industrials Ltd, which launched in 1923 and recently celebrated 100 years in business. He is also Chair and Managing Director of Whitefield Income Ltd, a LIC which launched in late 2024 and Whitefield Capital Management Pty Ltd.
Angus has over 35 years’ experience in the investment management and financial services fields. He has qualifications in investment management, economics and chartered accountancy.
He has worked with Whitefield and associated entities since 1987. He is Chairman of Listed, the Listed Investment Companies and Trusts Association Ltd and Chief Investment Officer of the Employers Mutual Group.
GEOFF DRIVER
General Manager Business Development and Investor Relations
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.
MARTYN McCATHIE
Investment Specialist at Wilson Asset Management
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.
More Details:
Location: Level 16, 357 Collins Street, Melbourne VIC 3000
Date: Thursday, 9 October 2025
Time: 12:30 PM – 2:30 PM
CPD: 2 accredited hours
Cost: Free to attend | Light lunch included
Spots are limited, Don’t Miss Out.