You’re warmly invited to join us for an informative seminar to help you navigate the evolving landscape of superannuation, wealth transfer and estate planning.

Recent Division 296 legislation has prompted many Australians to reconsider their long term financial strategies. We’ll break down what these changes mean for you and discuss how estate planning could help to protect your financial position and ensure your wishes are carried out.
Passing wealth to the next generation involves more than just numbers, it’s about planning ahead, protecting your family, and ensuring your intentions are honoured. We’ll provide insights to help you understand estate planning options and how these could impact your overall financial wellbeing.

Whether you’re beginning to think about succession, navigating family wealth discussions, or wanting to understand how recent superannuation changes may affect you, this seminar will give you the insights you need.

During the seminar we’ll discuss:

Estate planning and succession considerations for superannuation
Incapacity and Enduring Power of Attorney
The latest Superannuation legislative changes including Division 296
Alternatives to superannuation
Investment strategy and asset allocation

Your speakers: 

  • Courtney McKinnon | Director, RSM Australia
  • Shaun La Motte | Director, RSM Australia
  • Grace Bacon | Partner, RSM Austrralia

Date: Thursday, 26 March

Time: 8am arrival for an 8:30am presentation start. 

Venue: The Gallery (Gosford RSL), 26 Central Coast Hwy, West Gosford, NSW 2250

 

RSVP TODAY 

 

Please contact Sara Dolatowska sara.dolatowska@rsm.com.au for any queries.

 

 

The information provided on this website is general in nature and does not constitute financial advice. It has been prepared without taking into account your personal circumstances, objectives, financial situation, or needs. It is important that you seek financial advice before implementing any financial strategy. Where a financial product is referred to, you should read the Product Disclosure Statement and Target Market Determination and seek financial advice.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 holds Australian Financial Services Licence No. 238282. To view our Financial Services Guide, Privacy Policy, and Complaints Policy, or to request a reference check in accordance with the Reference Checking and Information Sharing Protocol, please click here.