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Intergenerational Wealth Planning Seminar


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Whether to inform yourself, your parents or other family members, this unique seminar will outline the importance of planning ahead by bringing together estate planning, aged care and superannuation experts. Find out the tips and traps from those in the know.

9.00 - 10.00 Putting your affairs in order - Dung Lam, Senior Associate, Argyle Lawyers
Regardless of your age, you need to plan for the unexpected. The legality and importance of making a will, the different types of Powers of Attorney, the legal basis for Advance Health Directives and Binding Financial Agreements are just some of the issues which will be examined.

10.00 - 10.30 Morning tea

10.30 - 11.30 The key elements of making your will - Dung Lam, Senior Associate, Argyle Lawyers
This session will further examine the effect of divorce and de facto arrangements, the difference between joint tenancy and tenants in common, and assets that may not be covered in a will. You will leave this session with a clear understanding of the estate distribution and the probate process.

11.30 - 12.30pm Avoiding family disputes - Dung Lam, Senior Associate, Argyle Lawyers
To avoid family disputes after you’ve gone, there are a number of issues to consider. These include detail on persons who legally may have a legitimate claim on the estate and details of legislation which may affect will making, for example, family provision requirements.

12.30 - 1.15pm Lunch

1.15 - 2.45pm Dealing with superannuation - Katie Timms, National Director, RSM Australia
Laws introduced on 1 July 2017 encourage flexible retirement products that tackle longevity risk. Katie will provide an overview of the types of annuities available, how to access and maintain them and will also discuss a range of superannuation issues including superannuation and binding death benefits.

2.45 - 3.15pm Afternoon tea

3.15 - 4.15pm the ins and outs of aged care - Brenda Will, Aged Care Specialist, Boutique Advisers
Brenda has worked in the financial planning industry since 1998. She is an accredited Aged Care specialist adviser and Certified Financial Planner holding a Diploma and Advanced Diploma in Financial Services, as well as a Bachelor of Science and a Bachelor of Veterinary Medicine & Surgery (Hons). She is a passionate advocate of ageing well. She works with clients in exploring financial options and accommodation options that help to prioritise health, lifestyle and fulfilment.


Dexus Place