You’re warmly invited to join us for an informative seminar on intergenerational wealth transfer, proudly presented by the team at RSM in Albury.
Passing wealth to the next generation is about more than just numbers, it’s about planning, protection, and ensuring your legacy is carried forward in the way you intend. In this seminar, we’ll explore practical strategies to help you and your families navigate the complexities of wealth transfer with confidence and a peace of mind.
Whether you’re beginning to think about succession, currently navigating family wealth conversations, or wanting to protect what you’ve built, this seminar will provide practical insights and strategies to help you prepare effectively.
During the seminar we’ll discuss:
• Structuring How to structure wealth effectively for future generations
• It’s not just an inheritance – it’s about timing, control, tax, values and being prepared
• Key tax and estate planning considerations
• Avoiding common mistakes that can reduce family wealth
• Preparing heirs for long-term financial responsibility
We’ll also be joined by David Berthom-Jones from Aequitas Investment Partners, who will share a detailed economic and market outlook to help frame the broader financial landscape.
Attending this seminar will give you greater clarity on your long term wealth strategy, along with practical tools to support open and effective family communication around money. You’ll gain confidence that your legacy will be protected and passed on in a way that reflects your values, while also benefiting from insights into the broader economic landscape shaping today’s financial planning decisions.
We hope you can join us!
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. To view our Financial Services Guide, Privacy Policy, and Complaints 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, 24 March 2026 |
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Time: 6pm arrival for a 6:30pm presentation start
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Venue: Mantra Albury Hotel
524 Smollett St Albury NSW 2640 |
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Adam is a Financial Adviser in our Albury office, specialising in wealth creation and intergenerational wealth transfer, estate planning, and structuring strategies that protect family assets while aligning with clients’ values. ...
He works closely with business owners, individuals and families to help them reach their financial goals and objectives, providing them with the tools and education needed to take that financial leap into the next phase of their lives.
Cameron is a Senior Manager is the Business Advisory division of our Albury office. ...
With over 15 years in providing advice on taxation, superannuation including SMSF’s, and business matters, Cameron assists and guides local businesses and families to help them achieves their business and personal goals.
David provides insights and recommendations to the RSM investment team, he is professional asset and portfolio manager....
David is responsible for macro-economic analysis and dynamic asset allocation processes across a range of reliable multi-asset and direct equity portfolios. He gained his CFA charter in 2010 and previously managed the $2.2bn large-cap Australian equity portfolio at AMP before moving to CBA Private, where he became portfolio manager of $5bn in funds under advice.
Allison is the Principal Lawyer and owner of Bruce Law. She has worked in the local legal profession for over 25 years and is a highly regarded lawyer with a particular focus on wills and estate planning....
Allison regularly drafts wills, testamentary trusts, powers of attorney and enduring guardians for her clients. She provides estate planning advice for clients with blended families, complex business structures and challenging family dynamics including advising on strategies to minimise the risk of challenges to a will. She also has extensive experience in estate administration and the negotiation and litigation of contested estates such as family provision claims and testamentary incapacity cases.
