Latest Resources

  1. Tax Planning with ownership structures - Best practice structures for SMEs
  2. Tax Planning within ownership structures
  3. Practical applications of business interests within SMSF
  4. Practical tax planning opportunities for business growth
  5. Succession and exit strategies for Business Owners
  6. Anti-detriment deductions
  7. SMSF borrowing
  8. Practical Tax Planning for Business Growth - Notes on the presentation
  9. Tax Planning Within Ownership Structures - Notes on Presentation
  10. Practical applications of business interests within a SMSF

Event Schedule

Family Wealth Advisor

Melbourne Monday 2nd Apr 12 – Tuesday 3rd Apr 12
Sydney Wednesday 4th Apr 12 – Thursday 5th Apr 12

This training program tackles the core competencies and concepts needed to be an effective advisor to families of wealth. Designed for professional financial and business advisors who work closely with UHNW family groups, and family enterprises.
More Information and registration

Private Investment Forum

Sydney Tuesday 20th Mar 12
Melbourne Friday 23rd Mar 12

This one day forum focuses on the risks and opportunities that the private investor faces in this volatile marketplace. Topics such as distressed opportunities, tail risk hedging, and micro investing will be discussed by our lively presenters.
More Information and registration

Previous Events

4th Annual Family Office Congress

Now in its 4th year this landmark event is specifically designed to address the unique challenges facing families of wealth in Australia & New Zealand. Featuring cutting-edge content and insights from local and international family groups more... | Event Blog