1. Futuro Financial Services
August 2016
Advisor Network Meeting
A Community built on
Commitment, Trust, Companionship
ABN AFSL No:
Disclaimer
The information contained in this presentation is for financial advisers only and is not to be passed on to retail clients, Advisors in other networks or wider distribution than the Futuro Advisor Network.. The information is general only and does not take into account any particular investors needs, circumstances, financial circumstances or preferences. We believe the information contained in this update has been obtained from reliable sources but we cannot be responsible for any errors, omission or inaccuracies.

2. Futuro Financial Services The Community

3. SPONSORS Silver Bronze Netwealth Investors Mutual
Alliance Bernstein ING Direct
IOOF ANZ – One path
La Trobe
Sunsuper
Realm Investment House
AIA
Charter Hall
Zurich
T-Rowe Price
Magellan

4. AGENDA Recognise Success in our Community
Recruiting update & Local awards
Your world 3 things to make a difference
Business Development update
Research update
Service Enhancements
Compliance update
Conference 2016
Referrals

5. Enhancing our community growth cont.
State Director’s Award
Best in State production per individual for Quarter % increase
Sterling best inflows for Quarter
Referral award
Recruiting
NSW: 1
WA: 3
QLD: 1 &15+ AFSL
Futuro Results

6. Community – Your World
What 3 things are you going to do this year that will make a difference to you and your firm?
A note about Technology – need to get Microsoft systems up to date or wont be useable!

7. Enhancing our community
Futuro Mission
Deliver best of breed services to our network
Build our adviser’s businesses
Recruit like minded firms looking to future proof themselves 
Management is firmly focused upon building our advisor business and Futuro into the premium top of mind AFSL for independently minded advisers in Australia.

8. Research Update Cont. Sterling Platform Review:
New Investment Offer Document and other forms are now available.
Malcolm roadshows – great feedback,
QLD 40 WA 67 SA 20.
First stage of extended platform strategy:
Praemium – now implemented
Netwealth- finalizing paperwork for submission to trustee/RE expected date 1 September
2nd stage:
Changes to portfolios where possible to take advantage of new rules of investment e.g. Direct International share portfolio.

9. Enhancing our community: Service Enhancements
Website
New site now launched
Xplan: Issues with rollout
Keep hassling pathways to deliver what was promised
Pathways is working with us to put in our templates etc

10. TRUST: Compliance Update
4. Training
Standard 30 pts plus 20 hours TASA
CFP 40 pts plus 20 hours TASA
Credit as above for planners plus 20 hours (12 pts credit) for advisers
Currently, many adviser aren’t even half way with the number of CPD points they need to achieve by 30 June Please ensure you get onto this straight away

11. TRUST: Compliance Update
Recent Updates
Website Changes – we are currently finalising the new Futuro website
New Business Tools
Discovery Fact Find
Full Fact Find
Money Profile

12. Annual Conference 2016
Designed around survey sent out end 2015 Venue: Da Nang – Vietnam When: In week 10 October – in on Monday out Friday Partners: Partners are encouraged to come along Their accommodation and attendance at Conference events will be FREE. Special partner program.

13. A Community Based Upon Commitment Trust & Companionship
Questions?