Succession Planning and Economic Update

This event will be held on Thursday, 3 April 2025

If you would like to attend this event, please contact Sara Dolatowksa at [email protected]

Learn about preparing your business so that when it comes time to sell, retire or if the unexpected happens, you have the blueprint needed to smoothly transfer your business. Additionally, hear from our Economist, presentation focusing on the current economic outlook and market trends in Australia.

Topics discussed include:

• What is succession? Understanding business and financial succession
• Tackling the succession process
• Succession tips and tricks:
  • When to engage professionals
  • Structuring your company for succession
  • Tax considerations
• Financial succession
  • Estate structuring vs proactive wealth distribution
  • How we collaborate with solicitors and financial planners to achieve the best outcome
  • Superannuation and estate planning
• Economic update
  • Interest rates
  • Housing market
  • Commodities