IMAP - Institute of Managed Account Professionals - Advice in Action Conference 2026

“Meeting the needs of a HNW Client Base”

Australia is experiencing the largest intergenerational wealth transfer in its history as the post World War II baby boomers and their children (many in their 60s and 70s themselves) pass on their investment and housing assets to the next generations.

Meeting the needs of clients with substantial assets – for advice, portfolio management, personal guidance – and extending the relationship to the next generation is the overarching challenge for advisers.

The IMAP Advice in Action 2026 conference presents:

Case studies in successfully building a practice to cater to HNW families
Understanding what it takes to chair a Family Office worth over $500m
How the regulatory environment is challenging the use of managed accounts
How the latest Budget changes the recommendations you’ll make
How to integrate Private Market investments into portfolios
Finding the managed account structure that best suits your practice

Come along to IMAP’s Advice in Action Conference in Sydney on Tuesday 28th July 2026 to hear from practitioners on how to make a success in this valuable segment

Legislated CPD Accredited for 5 hours (approx)

Registration

ADVISER/LICENSEE REGISTRATION FOR SYDNEY

CORPORATE REGISTRATION FOR SYDNEY (LIMITED PLACES)

Conference Program

8.30am - 8.45am

Introduction

Toby Potter (IMAP Chair) welcome address

8.45am - 9.15am

A Family-Focused Advice Practice: Scaling from 300 to 1,000 Families

Mercer & Michael Bova (Family Wealth Advisory)

What does it take to create an advice practice that already serves 300 families and has a goal of meeting the needs of 1,000 families

9.15am - 9.45am

The New Regulatory Environment

Andrew Bradley, brought to you by Colonial First State

Shield and First Guardian have the media foaming and the regulator in action mode. Treasury have proposed performance tests for SMAs and Funds in retail super. What other regulatory action should advisers be concerned about?

9.45am - 10.15am

Insights into a Family Office from a Family Office

Peter Brannighan & Martin Morris (Centric Wealth)

When a wealthy family invite an independent to act as Chair of their Family Office, in what issues do you end up becoming involved? It can go well beyond the investment decisions and well beyond a single generation.

10.15am - 10.45am

BREAK

10.45am - 11.15am

Choosing the Right Structure (SMA vs MDA)

DASH

As Managed Accounts mature and develop different features, it becomes more important than ever to understand the difference between those that are simple investment products that meet basic needs and those that can deal with more complex client requirements.

11.15am - 11.45am

The new Advice model

Glenn Poynton (Principal Financial Services) & Simon Jeffrey-Billich (Count)

How will advice practices evolve with the advent of technology? How are client needs changing? How are investment product options transforming the ability of advisers and managers to create very specific portfolios? Two of the leading thinkers in Australia discuss how they see financial services being transformed?

11.45am - 12.15pm

BREAK

12.15pm - 12.50pm

How the Budget Changes your Investment Recommendations

Stuart Sheary (IFPA) & Chris Brycki (Stockspot)

The 2026 budget changed some key components of investing in a drive for generational equality. How should portfolios respond to an environment where capital gains are less favourably treated

12.50pm – 1.20pm

Lunch session: Adviser case study

1.20pm - 1.50pm

Sorting the Wheat from the Chaff - Which Private Market Investments

JANA Investment Advisers

Private Markets are becoming increasingly widely used in client portfolios as the number of investment options proliferates. Not every product will meet investor’s expectations particularly in the volatile markets we currently experience. How to select those products that will play the right role in the portfolio – from someone with no axe to grind.

1.50pm - 2.00pm