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


  ASA Member Non-Member
Early bird until 18 May $150 $170
Standard after 18 May $170 $190



Times Topics

9.00am - 9.10am

Introduction & Welcome

9.10am - 10.10am

Putting your affairs in order 
Peter Bobbin, Arglye Lawyers

Regardless of your age, you need to plan for the unexpected. In this first session on estate planning, Peter 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. Peter 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
Peter Bobbin, Arglye Lawyers

Following on from the previous session, Peter 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
Peter Bobbin, 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. Peter will highlight the importance of proper record keeping of the title to assets and the cost of acquisitions or improvements.  

12.30pm - 1.15pm


1.15pm - 2.45pm

Dealing with superannuation, income streams and more
William Fettes, Senior Associate at DBA Lawyers

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. Katie will provide an overview of the types of annuities available and how to access and maintain them. William 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 
John Carson, Carson Financial Advisory

The costs of aged care options and support can be daunting. John 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.



Peter Bobbin - Managing Principal at Argyle Lawyers

For nearly 30 years Peter has earned respect for his fine planning and strategy skills in the areas of superannuation, taxation, estate and business succession planning, commercial structuring, regulatory compliance, and general commercial issues. Whatever Peter undertakes, his focus is foremost on the outcome, not the process. As a former university lecturer, frequent commentator on the law and former accountant, Peter can’t help but bring a practical and insightful approach to law. For this reason he counts as clients the financial services arms of every major financial institution in Australia, public companies, and associations.

William Fettes
William Fettes - Senior Associate at DBA Lawyers

William has worked at leading SMSF law firm DBA Lawyers since March 2015 where his work focuses on superannuation law compliance, succession planning and taxation in an SMSF context. He presents regularly on SMSF issues across Australia, including for CPA and DBA Network. William has also been published in numerous top SMSF publications, including CCH, Taxation in Australia, SMSF Adviser, and LexisNexis publications. 

John Carson - Financial Adviser & Owner of Carson Financial Advisory 

John Carson is a financial adviser and the owner of Carson Financial Advisory which is based in Bayside Melbourne. He has extensive experience in a range of roles in Financial Services, including as a Chief Executive Officer, Chief Operating Officer, Chief Financial Officer and Director, spanning more than 30 years. In more recent times, John has specialised in providing financial advice in Retirement Planning, Aged Care and Social Security for clients and for families whose loved ones face aged care decisions.

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Further details

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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