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Adelaide Regional Roadshow - Cultivating Wealth & Legacy
This event will be held on two different dates:
- Tuesday, 15 October 2024
- Thursday, 17 October 2024
Time: 5:30pm - 7:30pm
For more information please contact Darien Canepa at [email protected]
Our expert speakers, Brad Loftus, David McArthur, and Nikki Owen, will provide essential advice on the following key topics:
- Succession Planning with Brad Loftus – Learn how to develop a well-structured transition plan to protect your business and ensure a smooth handover to the next generation.
- Off-Farm Wealth Accumulation with David McArthur – Explore strategies for diversifying your investments beyond the farm to build long-term financial security.
- Changes to SA Wills and Deceased Estate Law with Nikki Owen – Get informed about the new Succession Act 2023, effective from 1 January 2025, and understand how this critical reform could impact your estate planning. Now is the perfect time to review your Will and ensure it aligns with the new legislation.
This session offers the practical, expert advice you need to take proactive steps toward safeguarding your wealth, ensuring a smooth business transition, and staying ahead of key legal changes in estate planning.
MEET YOUR SPEAKER
Brad Loftus
Partner, RSM Australia
With nearly 25 years of experience in the accounting industry, Brad specialises in supporting business owners from the first day in business through to retirement. He assists clients across various sectors, with a particular focus on agribusiness. By analysing current structures, Brad identifies unique solutions tailored to each client’s needs. He is driven by a passion for reducing the complexity and stress that clients face in both their business and personal lives.
David McArthur
Partner, RSM Australia
David McArthur, a Partner in RSM's Adelaide Financial Services division, has over 25 years of experience in the investment and financial services industry.
Specialising in superannuation (including SMSF), retirement planning, and investment portfolio management, David offers tailored, tax-effective strategies to help clients achieve their long-term financial goals. Additionally, David provides expert advice in relation to personal insurance, estate/succession planning, Centrelink, and Age Care planning. This holistic approach ensures his clients are well-protected and prepared for their financial future.
Nikki Owen
Partner, Mellor Olsson Lawyers
Nikki leads the Mellor Olsson Wills & Estates team, specialising in estate and succession planning, asset protection, and estate administration.
With extensive experience in drafting Wills, Powers of Attorney, and Advance Care Directives, she serves individuals, business owners, and families, especially in the agricultural sector. Nikki's expertise also includes advising on complex estates, charitable trusts, and UK inheritance tax, ensuring tailored, tax-effective solutions for her clients.