The AIA is a non-profit organisation which exists for one purpose: to help our members become more successful long-term investors.

We protect and advance the interests of Australian investors across all types of investments and asset classes.

We are Australia’s leading national, not-for-profit, independent association of investors.  We are dedicated to helping all self-directed investors achieve their goals through education, networking and advocacy.

Association Details

Member Benefits 

Member Discounts

 2014 AIA Annual Conference - 3rd to 6th August 2014 

Outcome Oriented Investment Strategies
for the Individual Investor

The conference commences 5pm Sunday, 3 August with a keynote presentation "A Global Economic and Market Outlook" by Dr Chris Caton

Sessions continue Monday, Tuesday and Wednesday finishing at 3:30pm on Wednesday, 6 August and followed by happy hour. In addition to the seven plenary sessions, the conference features a Monday evening Masterclass and six streams plus the morning Sponsor sessions.

This year, our conference is all about 'OUTCOMES'.  With cash rates staying low, and a somewhat volatile equities market, more than ever, we need to concentrate on outcomes.

The 2014 Streams include:

1. Equities:                Always full of interest.  This stream covers all aspects of equities 
                                investment, incl. small caps, LIC's, and some technical analysis.

2. Fixed Income:        An increasingy popular stream.  Includes coverage of high yield 
                                corporate bonds, mortgage schemes, income protection, and more.

3. Property:                
This stream includes various forms of investment in commercial
                                property and residential property

4. Superannuation:    Opens with the ATO Assistant Deputy Commissioner, superannuation, 
                                Stuart Forsyth, speaking about responsibility and rules.  Other sessions
                                cover the SMSF area.  

5. Estate Planning:     Speakers cover estate planning both in and out of super.  The legal 
                                aspects, the taxation aspects and succession planning and control.  
            
6. Supplementary:       
Lots of good information, including aged care issues, investment
                                 structures, strategies, hybrids, and capital protection.

FULL SESSION DETAILS         PROGRAM AT A GLANCE

 AIA Strategic Plan

Over the last few months, a Board Sub Committee has updated the AIA Strategic Plan which was originally developed by the Board in late 2011 and early 2012.  The plan states the Purpose, Vision, Values, Key Performance Areas, and Priorities. This document can be viewed by Members on the “Members” page. Pease note that this plan remains a “Work in Progress” and we would appreciate comments and suggestions from our members.
Please contact Brian Spies nsw@investors.asn.au with any questions or comments.  Go to the Members page to download the plan.

AIA Best performed managed investment report 2013

The AIA’s report on the best managed investment products is now available to members on the AIA website.  This year we have included data for 80 Managed Funds and 7 Listed Investment Companies covering Australian Equities, International Equities, Bonds and Real Estate.

A unique feature of the AIA report is that it presents performance data on a fiscal year basis.  In the 2013 report  we show annual returns for the last 7 years (previously 5 years) which gives investors a better view as to how products have performed over the economic cycle.

The range of asset classes has expanded to include “World Currency Hedged” and “Global Real Estate” categories.  A new section discussing risk in Managed Funds discusses the topic of asset allocation risk.       More information.         Download pdf.

We would consider making printed copies available at reasonable cost if members request this.  Please phone the office.

Bonus offer for new members

Join the Australian Investors Association and you will receive a one month free trial to the Marcus Today Stockmarket Newsletter valued at $75 and a 15 day free trial to Intelligent Investor and 3 special email reports valued at $267.  Member benefits include a range of publications; access to the members online forum; access to AIA meetings and more.  One year AIA membership is $110 or two year membership is $190 plus a $20 joining fee.

Associations deserve an unadulterated plug

“There are only a few organisations in the share market that the private investor can trust and perhaps unsurprisingly they all seem to be non-profit-making.  They include the AIA.”  This is an excerpt from Marcus Padley’s regular column featured on Saturday, 3 September.

The Sharemarket Course DVD set

This 12 DVD and CD set includes approximately 13 hours of material, a CD with a workbook and activities and costs only $197 if a member of the AIA or $297 for a new member including the first year AIA subscription.  By doing this course you will learn about fundamental and technical analysis; understand and manage risk management; learn methods to control trade entry, trade management and trade exit; record keeping and more.  This is a unique learning tool produced by an independent association for investors

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