YOUR EXCLUSIVE INVITATION   
RSM's Business Advisory Breakfast
Family Governance

RSM Australia and Macpherson Kelley invite you to join us over a served breakfast to explore the unique challenges, opportunities and dynamics of family business governance.

Why attend?

  • Get the latest ATO updates and developments that may impact your business
  • Learn best practices for balancing the overlap of family values with business imperatives
  • Gain an understanding of the importance of a Family Charter and effective governance frameworks
  • Understand the importance of tax governance for private groups
  • Network with peers and industry experts over a served breakfast
Who should attend?

Business owners, family members involved in family enterprises, and professionals interested in family governance and succession planning.

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We hope you can join us!
DETAILS

Date:
Wednesday, 18 February 2025


Time: 7:30am for 8:00am start



Venue: Darcey Mitchell Room
Broncos Leagues Club
98 Fulcher Road, Red Hill 4059



RSVP BY: Wednesday, 11 February 2025
(Please advise of any dietary requirements upon RSVP)

Contact Ellena Mumford [email protected] for any queries
YOUR FACILITATORS
Andy Graham
Partner
RSM Australia

As a Partner in the Business Advisory division at RSM in Brisbane, Andy Graham is a trusted confidant who operates in the ‘inner sanctum’ with clients, providing both business and personal counsel and advice....

Working closely with his clients to deliver results and outcomes that make a real difference to their business and personal goals, Andy brings a wealth of significant business experience and a proven track record of strategy development and managing growth to deliver substantial improvements to businesses and clients.

Nick Farr
Director
RSM Australia

Nick Farr is a Director in our Business Advisory division. He provides support and advice to a diverse range of small to medium-sized businesses and high-net-worth individuals....

As an experienced adviser, Nick has been providing clients with trusted strategic advice and accounting services since graduating from university. While Nick can service a broad range of clients, he holds particular expertise in family-owned businesses and those within the Health, Child Care, and Property and Construction sectors. Prior to joining RSM, Nick worked at another mid-tier accounting firm.

Joel Ashworth
Director
RSM Australia

Joel Ashworth is a Senior Manager in RSM Australia’s Business Advisory division, based in Brisbane. He works with middle-market SMEs, regional businesses, and high-net-worth families, helping them manage business growth, improve their financial structures, and meet their tax and reporting obligations with confidence....

Joel specialises in business strategy, tax optimisation, succession planning, and financial advisory, drawing on years of experience supporting privately owned and family-run businesses across Queensland. His approach is practical, people-focused, and grounded in a genuine desire to help clients build stronger, more resilient businesses.

John Ioannou
Principal Lawyer and National Head of Tax
Macpherson Kelley

John has over 20 years of legal experience with a focus on tax structuring, commercial advice and transactions, land and payroll tax as well as applications for rulings, objections and tax disputes for State and Federal tax....

Working with business and individual clients, he and his team have a passion and enthusiasm for their work. When it comes to their clients, their aim is to be outcome-focused, working efficiently and commercially.

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