Succession Planning &
Business Strategy Forum

High-end strategies for quality financial planners, accountants and their business clients

Unprecedented change in business ownership will have a major impact on Australia's business landscape. Recent research reveals that during the next one to three years, approximately 30% of family business owners plan to retire and a further 27% plan to retire within four to six years.

Key sessions covered throughout the two days include: Business Succession Strategies, Super and Taxation Strategies for Succession Planning, Business Structures and Insurance needs, with alternative exit strategies.

 

Key In-Depth Sessions

  • Business succession strategies
  • Super and taxation strategies
    for succession planning
  • Business structures and best
    practice succession
  • Defining business insurance
    needs for succession
  • Alternative exit strategies

Download Program


 

In One Sentence

"Succession planning within financial services"

Download Program