You’re warmly invited to join us for an informative seminar to help you navigate the evolving landscape of superannuation, wealth transfer and estate planning.
Recent Division 296 legislation has prompted many Australians to reconsider their long term financial strategies.
We’ll break down what these changes mean for you and discuss how estate planning could help to protect your financial position and ensure your wishes are carried out.
Passing wealth to the next generation involves more than just numbers, it’s
about planning ahead, protecting your family, and ensuring your intentions are honoured.
We’ll provide insights to help you understand estate planning options and how these could impact your overall financial wellbeing.
Whether you’re beginning to think about succession, navigating family wealth discussions, or wanting to understand how recent superannuation changes may affect you, this seminar will give you the insights you need.
During the seminar we’ll discuss:
- Estate planning and succession considerations for superannuation
- Incapacity and Enduring Power of Attorney
- The latest Superannuation legislative changes including Division 296
- Alternatives to superannuation
- Investment strategy and asset allocation
The information provided on this website is general in nature and does not constitute financial advice.
It has been prepared without taking into account your personal circumstances, objectives, financial situation, or needs.
It is important that you seek financial advice before implementing any financial strategy.
Where a financial product is referred to, you should read the Product Disclosure Statement and Target Market Determination and seek financial advice.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 holds Australian Financial Services
Licence No.
238282.
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Policy, or to request a reference check in accordance with the Reference Checking and Information Sharing Protocol, please click here.
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Date:
Tuesday, 14 April 2026 |
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Time: 11am for 11.30 start to 1.30pm
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Venue: RSM in Sydney
Level 7/1 Martin Pl Sydney NSW 2000 |
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Cody Keating is a Senior Manager in the Superannuation division in Albury. ...
Although based in Albury, Cody supports clients in Sydney and Canberra with expert superannuation guidance and advisory services. Cody Keating joined RSM over 13 years ago. Since joining, Cody has worked to create a career focused on helping his clients. Whether it is navigating complex financial landscapes, or improving national practices, Cody is there to help.
Shaun is a Director operating in a national capacity, based out of our Melbourne office. He 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.
Grace is a Partner, Certified Financial Planner (CFP) and a distinguished Business Director with over 25 years of experience in the financial services and wealth management sectors. Grace excels in delivering a tailored service to clients seeking strategic financial planning, wealth management and investment advice....
Grace’s expertise lies in fostering wealth accumulation, asset protection, and facilitating seamless wealth transfer to future generations. Grace’s key areas of specialisation include strategic financial planning, financial planning for family law matters, inter-generational wealth transfer, superannuation, retirement planning as well as investment portfolio advice and management. Grace’s commitment to excellence ensures her clients receive tailored solutions aligned to their financial goals and aspirations.
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Speaker 4 Bio Extended
