Description
Attend and earn 0.5 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Body Corporate Fund Management: Strategies for Better Outcomes
- Responsibility for Body Corporates and managers
- Legislative requirements and obligations
- Impact of inflation
- Balancing liquidity vs. growth
- Maximising investment strategies to reduce future issues
- Asset allocation and risk management
Presented by Colin Slade, Investment Adviser, Forsyth Barr
Learning Objectives:
- Understand legislative obligations and best practices for managing body corporate funds effectively
- Learn strategies for balancing liquidity, growth, and risk to achieve sustainable financial outcomes
Chair
Tim Jones, Barrister
Presenters
Tim Jones, Barrister
As one of New Zealand’s foremost property lawyers Tim Jones has been practising since 1975; first at Simpson Grierson and for 38 years as a member of and partner at Glaister Ennor in Auckland. He led Glaister Ennor’s residential and land development team for many years. That team dealt with a broad range of property transactions from sales and purchases of all types of properties to the sale of developments for property developers including a significant number of unit title developments. Tim developed an intimate understanding of land development following the passing of the Resource Management Act 1991. He also has a keen understanding and knowledge of unit titles and was involved in the mid-1970s with developers who were the forerunners of the land development industry, using the 1972 Unit Titles Act for multi-unit developments. Tim has been involved with the drafting of the Unit Titles Act 2010 and the amendment Act 2022. Since 2018 Tim has been practicing as a barrister sole advising on a broad range of land, property and unit title problems. Tim has always been heavily involved in Law Society affairs. He was the Auckland Vice President of the New Zealand Law Society Board.
Colin Slade, Investment Adviser, Forsyth Barr
Colin joined Forsyth Barr Christchurch in 2022, having spent the previous 15 years playing professional rugby in New Zealand, France and Japan. Colin is registered as a financial adviser and is accredited as an NZX Adviser. He holds a BA in History and Media Studies, the New Zealand Certificate in Financial Services (Level 5) (Investment), and a Postgraduate Diploma in Business with Auckland University. Colin is a proud dad of three wonderful daughters and enjoys quality family time, barbecues, and staying active by running and playing golf.
