You’re warmly invited to join us for an informative webinar on intergenerational wealth transfer, proudly presented by the RSM team.

Passing wealth to the next generation is about more than just numbers, it’s about planning, protection, and ensuring your legacy is carried forward in the way you intend. During this webinar, we’ll explore practical strategies to help you and your families navigate the complexities of wealth transfer with confidence and a peace of mind.

Whether you’re beginning to think about succession, currently navigating family wealth conversations, or wanting to protect what you’ve built, this webinar will provide practical insights and strategies to help you prepare effectively.

During the webinar we’ll discuss:

  • How to structure wealth effectively for future generations
  • It’s not just an inheritance – it’s about timing, control, tax, values and being prepared
  • Key tax and estate planning considerations
  • How to avoid common mistakes
  • Preparing heirs for long-term financial responsibility

Attending this webinar will give you greater clarity on your long term wealth strategy, along with practical tools to support open and effective family communication around money. You’ll gain confidence that your legacy will be protected and passed on in a way that reflects your values, while also benefiting from insights into the broader economic landscape shaping today’s financial planning decisions.

Your speakers: 

  • Adam Niksic | Financial Adviser, RSM Australia
  • Cameron Sloan | Senior Manager, RSM Australia
  • Lauren Schoff | Lawyer, Kell Moore

Date: Tuesday, 22 September 2026

Time: 12pm - 1pm AEST | 10am - 11am AWST

Venue: Please note, this webinar is hosted via Zoom.

 

RSVP TODAY 

 

Please contact Sara Dolatowska at 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.

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