Free Webinars

Investor Webinars

Who should attend?

This webinar is suitable for investors who would like to know more about SelfWealth.

The webinar will cover:

  • SelfWealth TRADING: executing, managing and reporting on your trades
  • Tradable products
  • SelfWealth TRADING research tools
  • How to rate the health and performance of your portfolio
  • How to compare your portfolio to the market and your peers
  • How to create a target portfolio from our community of investors
  • How to follow and track the performance of top investors
  • SelfWealth Referral Program

 

Thursday 12th January 2pm Thursday 19th January 2pm
Thursday 2nd February 2pm Thursday 9th February 2pm
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Accountant Webinars

Who should attend?

This webinar is suitable for Accounting firms using BGL’s SMSF administration solution, Simple Fund 360.

The webinar will cover:

  • How to transfer your funds from Simple Fund 360 to SelfWealth
  • The Accountants Dashboard
  • How to invite your clients to SelfWealth
  • How to rate the health and performance of your SMSFs
  • SelfWealth comparison tools
  • The purpose of a Target Portfolio
  • Following and tracking the performance of top investors
  • SelfWealth TRADING
  • EOFY reporting

 

 

Tuesday 10th January 2pm
Tuesday 17th January 2pm Tuesday 24th January 2pm Tuesday 31st January 2pm
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