You’re warmly invited to join us for an informative webinar on intergenerational wealth transfer, proudly presented by the RSM team.
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 webinar we’ll discuss:
• 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
• How to avoid common mistakes
• Preparing heirs for long-term financial responsibility
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.
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, 22 September 2026 |
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Time: 12pm - 1pm AEST | 10am - 11am AWST
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Venue: Please note, this webinar is hosted via Zoom.
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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.
Lauren is a lawyer at Kell Moore Lawyers & Conveyancers and practices in the firm’s Wills, Estates and Probate & Estate Litigation Departments....
Lauren brings experience and insight across estate planning and estate administration. Her work includes preparing complex wills, special disability trust wills, testamentary trust wills and powers of attorney, as well as reviewing asset structures, financial documents and trust deeds. She also assists clients applying for probate, letters of administration and survivorship applications. Lauren works with the firm’s head of department with estate disputes and litigation, including family provision claims. She also has experience in property and conveyancing matters which complements her estate work, particularly where real property, farming assets or intergenerational transfers are involved.
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