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

Time	Session
8:30 am	Registration
9:00 am	Session 1 \| Trusts & the Family Court: How far will the Court reach \| Rishi Wijay
9:30 am	Session 2 \| Succession: It all comes down to trust(s) \| Stephanie Smith
10:00 am	Morning Tea
10:30 am	Session 3 \| Financial Planning and Investment: Common questions and hot topics \| John Ryan
11:00 am	Session 4 \| Small business CGT concessions: Common issues and a succession planning strategy \| Daniel Taborsky
11:30 am	Lunch

Session 1 | Trusts & the Family Court: How far will the Court reach | Rishi Wijay

The inter-generational transfer of wealth through trust structures is now common place for high net wealth families. This session will give you a basic understanding of when (and how far) the Family Court will reach into those structures, and what you can do to prepare your client’s for this

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 | Succession: It all comes down to trust(s) | Stephanie Smith

This session explores the pivotal role that trusts play in succession and how the best planned succession can come undone through unplanned trust issues.

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 | Financial Planning and Investment: Common questions and hot topics | John Ryan

While the foundation of a systematic financial plan and supporting investment framework don't really change, the questions clients ask do. John will provide commentary on questions he is seeing, as well as investment insights, that will assist your conversations with clients as their trusted adviser.

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 | Small business CGT concessions: Common issues and a succession planning strategy | Daniel Taborsky

The small business CGT concessions can be tricky, with many potential pitfalls. This session will look at some common issues that arise and discusses a strategy for using the concessions in a succession planning context where they wouldn’t normally be available.

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.