Knowledge
Presentations, briefings & articles
Featured
Small business concession CGT case study - Selling your client's business
In this case study based session, we will show how to take advantage of small business CGT concessions and illustrate many of the traps that can be avoided with careful planning. Read more
Equity management strategies for family owned businesses
Equity management focuses on helping business owners and their families, monitor and protect the value of their business. Read more
Trust amendments, audits & restructures
Matthew Burgess discusses trust deed amendments and restructures such as changing the terms of the trust, trust audits and trust restructures. Read more
Private Client Knowledge Network
Content, community and collaboration for private client and family wealth advisers
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Network Partners
Network
Connect, communicate & engage
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What is Dealers' Group Network membership?
Membership network is open to family offices and their clients, plus their key private advisers. Members include family offices & family businesses, financial advisers, lawyers & accountants. Members receive special rates to events, access to selected papers and briefings, webinars and a place on our networking platform.
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Events
Workshops, masterclasses, conferences
Succession Management Forum
Sydney Tuesday 28th Sep 10
Melbourne Thursday 30th Sep 10
Delve into the myriad of business succession strategies using the tools & frameworks from some of Australia's very best business advisers.
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Lead Adviser Forum
Sydney Monday 9th Aug 10
Melbourne Thursday 12th Aug 10
A practical one-day forum focusing on your business, your people and the best outcomes for private clients.
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Webinars
News, briefings, updates
The New Realty
In this third Dealers' Group Webinar, Jonathan Pain, author of the renowned 'The Pain Report' discusses The New Reality- Key events and trends which will shape and define the world over the years and decades ahead.
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Bamford - Practical issues in the lead up to 30 June
In Dealers' Group's second webinar, Matthew Burgess, Partner, and Reuben Bramanathan, McCullough Robertson Lawyers will present outstanding practical issues related to trust law in the lead up to 30th June.
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Podcasts
Interviews, opinions, news bytes
Investment Succession - How do people lose wealth when they die?
In this short podcast, Doug Turek discusses the importance of investment succession.
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Attitudes to wealth & investing
In this short podcast, Matthew Browning discusses the different attitudes that people have to wealth.
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