Join us for a highly informative session designed to help you navigate the complexities of superannuation and estate planning with confidence.
This seminar will provide clarity on recent superannuation legislative changes and practical strategies to protect your wealth, your wishes, and your loved ones’ future.
Our speakers will share their expertise on:
- The latest Division 296 changes – Understand how these updates impact your superannuation
- Estate planning essentials, including:
- Enduring Power of Attorney – ensuring trusted decision-making when you need it most
- Planning for life's uncertainties
- Ensuring your superannuation benefits go exactly where you want them to
- Tackling succession planning
- Investment market update
Position yourself to make informed decisions with confidence. By joining this session you’ll walk away with valuable information and actionable steps to safeguard your financial future.
All personal financial planning services offered by RSM are provided by RSM Financial Services Australia Pty Ltd (Australian Financial Services Licence No. 238282) a subsidiary of RSM Australia, collectively operating under the RSM brand.
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Date:
Thursday, 26 February 2026 |
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Time: 10:00am arrival, 10:30 presentations start
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Venue: Mercure Hotel
Premier Room 1 Morgan St, Wagga NSW 2650 |
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Shaun is a Director in our Melbourne office who specialises in Self-Managed Superannuation Funds (SMSFs) and strategic advisory for high-net-worth individuals, middle market SMEs, and business owners....
His focus is on helping clients structure, protect, and grow their wealth through effective SMSF management and tailored estate planning strategies. Shaun has worked with a wide range of clients to help them navigate the complexities of Australia’s superannuation and taxation system. From establishing and managing Self-Managed Superannuation Funds (SMSFs) and associated structures to implementing succession planning and wealth transfer strategies, he provides guidance that is both strategic and personal.
Toni is a Manager in our Wagga Wagga office, with extensive expertise in Self-Managed Superannuation Funds (SMSFs) as well as estate and succession planning. ...
Toni helps families and SME businesses navigate complex financial decisions with confidence. From planning smooth transitions to the next stage of life and securing long-term financial stability, she provides practical, tailored solutions that set clients up for the future.
Sean in a Financial Planner in our Wagga Wagga office with expertise in superannuation, wealth accumulation and personal risk management. ...
With a strong commitment to helping clients achieve financial security and long-term goals, Sean delivers tailored strategies that simplify complex decisions and create confidence for the future. He works closely with individuals and families to build wealth, protect assets, and design plans that support a comfortable and secure retirement.
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