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.
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:
Thursday, 26 March 2026 |
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Time: 8am arrival for an 8:30am presentation start. (The presentation will go for about 1.5 hours with time for questions)
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Venue: The Gallery (Gosford RSL)
26 Central Coast Hwy West Gosford, NSW 2250 |
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Courtney is a Director in the Business Advisory division of RSM in Gosford, with over 20 years in tax, accounting and superannuation. Beginning her career in a regional practice, she developed broad capability working with clients across varied industries and business sizes. ...
Originally a general tax accountant, Courtney discovered a passion for superannuation and now focuses on helping clients navigate complex regulations and implement strategies to strengthen their long term financial position. She is committed to staying up to date with legislative developments to deliver tailored and forward thinking superannuation advice.
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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