Wealth Creation and the Finance of Succession Planning

Want to make the most of your hard-earned money?  

Involved in a multi-generational farming business and don’t know where to start with the financial side of the succession planning?

Join WoTL and Brentnall’s SA to learn more about how to maximise wealth creation and set up a financially successful succession plan.

The day will be split into two parts with the morning session focusing of wealth creation.  Topics covered will include tax minimisation, negative gearing, capital gains, working off farm and impact on farm entity structures, superannuation, risk management, insurance and estate planning.

In the afternoon session, the focus will shift to succession planning, and cover as general overview, tax and finance considerations,Centrelink and aged care Considerations.  Feel free to attend one or both of the sessions.

8:45 am  Arrive for 9:00 am start

9:00 am -12:00 pm- Wealth Creation

12:00-12:30 pm - Lunch

12:30- 2:00 pm- Finance of Succession Planning

The Workshop will be presented by Sally Storey and Bradley Barnes from Brentnalls SA.

Sally Storey

Sally's industry expertise is in agribusiness, health professionals, construction, retail and investors just to name a few. She is passionate about helping small business and has broad experience in all areas of accounting, taxation and business advisory services.

During her career, Sally has developed valuable skills in business management, taking a particular interest in marketing including social media.

Bradley Barnes

Bradley assists clients in many different sectors with strong links to agribusiness and veterinary services. He is a passionate supporter of cloud accounting software and its ability to provide clients with quicker, more reliable data to assist them in making day to day business decisions.

Bradley has expertise in the Australian tax system and used his previous knowledge in business advisory services to assist small and medium sized enterprises.

Please consider donating to help WoTL deliver more opportunities and inspiration to regional women. 100% of donated funds will support program delivery or sponsor rural women to attend events.

WoTL is a not-for-profit, run by a volunteer board.