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The Four Pillars | South West | Half Day Seminar on Family Law, Succession Planning, Finance & Tax

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Event description

We're back! Birchstone Legal Group, Capital Partners Private Wealth Advisers and Klimek & Wijay Family Lawyers invite you to attend a half day seminar in Bunbury covering topical issues across family law, succession planning, finance and tax. Don't miss this opportunity to gain insights from industry experts!

Agenda

TimeSession
8:30 amRegistration
9:00 amSession 1 | What happens when the children of wealthy parents go through a divorce? | Rishi Wijay
9:30 amSession 2 | Cultivating the Future Together: Farming Succession Planning | Stephanie Smith
10:00 amMorning Tea
10:30 amSession 3 | Inflated Fears: Investing Beyond the Media Hype | John Ryan
11:00 amSession 4 | Family Trust Elections: A Sleeper Issue | Daniel Taborsky
11:30 amLunch


Session 1 | What happens when the children of wealthy parents go through a divorce? | Rishi Wijay


As wealth passes from one generation to the next, advisers must consider what happens if the children of wealthy parents go through a divorce. The loans, UPE’s, business succession plans, and estate plans that made sense when the children were happily married, can have unintended consequences if those same children go through a divorce. This session will help you to navigate these difficult topics with your clients.

Rishi Wijay | LLB, BCom
Rishi is the Managing Director of Klimek & Wijay Family Lawyers. His role involves oversight of complex financial matters, and he routinely acts for high-net-worth individuals.


Session 2 | Cultivating the Future Together: Farming Succession Planning | Stephanie Smith

Ensuring that the legacy of a family farm thrives across generations doesn't just happen by luck, it requires planning and open conversations today. This session explores strategies and best practices for engaging everyone in the process, ensuring every voice is heard, and laying the groundwork for continued family farming prosperity.

Stephanie Smith| LLB, BCom
Stephanie is an Associate Director at Birchstone Legal Group. Stephanie specialises in estate planning, and its necessary companion, succession.

Having grown up in a farming family, Stephanie holds a special interest in improving the outcomes of farming succession. She’s not only professionally accomplished but also personally connected to the challenges families face in this area.


Session 3 | Inflated Fears: Investing Beyond the Media Hype | John Ryan

Dive into the contrast between media headlines and true market conditions during high inflation and volatility periods. This session sifts through historical data, differentiating sensationalism from reality, equipping attendees with insights for informed decisions amidst uncertainty.

John Ryan | GAICD, CA
John is a principal and adviser at Capital Partners Private Wealth Advisers. His formal education is in economics and mathematics. John’s interest is in the economics of good decision making.


Session 4 | Family Trust Elections: A Sleeper Issue | Daniel Taborsky

Family trust elections, and interposed entity elections, are frequently used by private clients. Despite this, the rules concerning them are complex and, based on our experience, not always fully understood. When combined with the potential for significant (some may say draconian) implications if you get them wrong, it's clear why family trust elections are a real sleeper tax issue. This session will arm you with the knowledge to identify the traps.

Daniel Taborsky | LLB (Hons), MB, MPA, BSc, CTA
Dan is the managing director and founder of Birchstone Legal Group. He is a tax specialist and has been recognised as a leading tax lawyer by Doyle's Guide since 2020. His unique way of thinking, combined with Dan’s obsession for mastering the tax law, allows him to find solutions where others can’t.

Tickets

Secure your seat today for only $35 per ticket!

If you wish to send 4 or more people from your firm, please contact us for tailored pricing.

Continuing Professional Development

All attendees will receive a CPD Certificate for the event. 

Lawyers will receive 1.5 CPD points in the 'substantive law' category and 0.5 CPD point in the 'practice management and business skills' category.


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Refund policy

Refunds are available up to 1 day prior to the event