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9 March 2025

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Cromwell Funds Management

  •   5 March 2025
  •      
  •   

Webinar: "Why your client's portfolio needs a slice of property"

Cromwell Funds Management invites you to a CPD-accredited webinar, "Why your client's portfolio needs a slice of property", featuring Stuart Cartledge, Managing Director of Phoenix Portfolios.

Date: Wednesday, 9 April 2025
Time: 12:00pm to 1:00pm AEST
Where: Online via Microsoft Teams
CPD points available

Register here

Securitised property can be a valuable addition to a well-balanced portfolio, offering solid asset backing, inflation protection, and diversification benefits distinct from bonds and equities. But how can advisers navigate its complexities and identify the best opportunities? In this webinar, Stuart will share insights on how securitised property can enhance portfolio diversification and after-tax returns.

Key discussion points:

  • The role of property in portfolio construction and risk management
  • How securitised property works and the diverse opportunities available
  • The tax considerations that can impact investment outcomes
  • Why active management is key to accessing the best opportunities in domestic listed property

With decades of experience in listed property investments, Stuart brings deep market insights and a proven track record of identifying attractive yet overlooked opportunities. This CPD-accredited session offers you the chance to earn CPD points while gaining expert knowledge.

 

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