Whether to inform yourself, your parents or other family members, this unique seminar will outline the importance of planning ahead by bringing together estate planning, aged care and superannuation experts. Find out the tips and traps from those in the know.

As spaces are limited, we encourage you to book early to avoid disappointment.
 

Registration / Program / Speakers / Further details


Registration

  ASA Member Non-Member
Early bird until 17 May $150 $170
Standard after 17 May $170 $190
 

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Program

Times Topics

9.00am - 9.10am

Introduction & Welcome

9.10am - 10.10am

Putting your affairs in order
Dung Lam, Arglye Lawyers 

Regardless of your age, you need to plan for the unexpected. In this first session on estate planning, Dung will discuss the legality and importance of making a will, examine the different types of Powers of Attorney and explain the legal basis for Advance Health Directives. Dung will also outline the Binding Financial Agreements and their potential impact on estate planning matters.

10.10am - 10.30am 

Morning tea

10.30am - 11.30am

The key elements of making your will
Dung Lam, Arglye Lawyers 

Following on from the previous session, Dung will outline the legal requirements for a valid will, the effect of divorce and de facto arrangements, the difference between joint tenancy and tenants in common, and assets that may not be covered in a will. You will leave this session with a clear understanding of the estate distribution and the probate process.

11.30am - 12.30pm

Avoiding family disputes
Dung Lam, Arglye Lawyers 

To avoid family disputes after you’ve gone, there are a number of issues to consider. These include detail on persons who legally may have a legitimate claim on the estate and details of legislation which may affect will making, for example, family provision requirements. Succession of business and investment structures (trusts/companies/partnerships) are also examined. Dung will highlight the importance of proper record keeping of the title to assets and the cost of acquisitions or improvements. 

12.30pm - 1.15pm

Lunch

1.15pm - 2.45pm

Dealing with superannuation, income streams and more
John Drakakis, Snelleman Tom

Annuities are the main type of income stream available to retirees. Laws introduced on 1 July 2017 encourage flexible retirement products that tackle longevity risk. John will provide an overview of the types of annuities available and how to access and maintain them. John will also outline how to deal with superannuation benefits that do not form part of your estate and are subject to superannuation rules in relation to distribution and taxation. Discussion includes restrictions on who can be a beneficiary, issues to consider when using a binding death benefit nomination and more.

2.45pm - 3.15pm Afternoon tea

3.15pm - 4.15pm

The ins and outs of aged care
Paul Geisel, Financial Advice Matters

The costs of aged care options and support can be daunting. Paul will outline how to assess and compare options. What are the key elements to consider? Will you need to sell your house? What are the ongoing costs? What is means-tested? Whether for now or for the future, this session will help you plan ahead.

 

Speakers

Dung Lam - Senior Associate, Argyle Lawyers

Dung is a Senior Associate at Argyle Lawyers with close to 20 years experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as payroll tax and land tax. She  extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from small to medium enterprises, high net worth individuals, professional firms, accountants and their clients. 

John Drakakis
John Drakakis - Financial Planner, Snelleman Tom

John Drakakis is a Senior Financial Advisor at Snelleman Tom which he  joined as an accountant advising professionals and business clients.  He has spent 3 years in the UK with a Private Equity firm and now heads the financial planning division of Snelleman Tom. With John's solid background of accounting, taxation and broad investment market experience, he is able to deliver an all-round service specialising in providing financial advice and planning. John has specialised skills in Self Managed Superannuation Fund (SMSF) strategies and Private Wealth & Family Office Services. His extensive experience is advising on and managing busy professionals’ and business owner’s financial lives and complex affairs. John specialties also include portfolio construction encompassing a broad range of asset classes.

Paul Geisel
Paul Geisel, Accredited Aged Care Specialist, Financial Advice Matters Group

Paul has been a member of the Financial Advice Matters Group (FAM) since 2010 with over 28 years experience in the Financial Services industry.  Formally qualified with a Diploma in Financial Planning, accredited as a Certified Financial Planner since 1995 and accredited as an Aged Care Specialist in 2015. Paul was a senior Manager with a Major Australian Bank and the largest Credit Union in Australia for 15 years and has a real passion for working with people and providing them with certainty and peace of mind. He continues to be involved in industry round tables sharing ideas and learning with other specialists in the Aged Care space.

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Further details

Refreshments
Lunch, along with morning and afternoon teas are included
Speaker presentations
There will be NO printed speaker notes provided on the day. All delegates will be sent an outline link to the speaker presentations in PDF format 3 days prior to the event.
Refunds and cancellations
A full refund will be provided for all cancellations one week prior to the seminar. No refunds will be made within one week of the seminar. We are happy to accept a substitution within one day of the seminar.
Program amendments
Whilst every effort will be made to keep presentations as outlined, the Australian Shareholders' Association and the presenters, reserve the right to make any necessary amendments to the program. 

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