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 11 May $150 $170
Standard after 11 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 Senior Associate, 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 Senior Associate, 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 Senior Associate, 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
Katie Timms, RSM Australia

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. Katie 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
Brenda Will, Boutique Advisers

The costs of aged care options and support can be daunting. Brenda 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
Dung Lam - Senior Associate at 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. 

Katie Timms
Katie Timms - National Director, Superannuation & SMSF Services at RSM Australia

Katie Timms has been with RSM Australia since 2005 and has specialized in superannuation since commencing work as an accountant in 2000. She is a director at RSM Australia, and is currently the national head of Superannuation and SMSF Services. She has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition and tax saving strategies, structural assistance and estate planning. Katie provides advice and assistance to Trustees, accountants and financial advisors. Katie provides regular technical updates for the Institute of Public Accountants, and has presented for the Tax Institute of Australia, Legalwise and TV Ed.

Brenda Will
Brenda Will - Financial Adviser & Accredited Aged Care Specialist at Boutique Advisers 

Brenda has worked in the financial planning industry since 1998. She is an accredited Aged Care specialist adviser and Certified Financial Planner holding a Diploma and Advanced Diploma in Financial Services, as well as a Bachelor of Science and a Bachelor of Veterinary Medicine & Surgery (Hons). She is a passionate advocate of ageing well. She works with clients in exploring financial options and accommodation options that help to prioritise health, lifestyle and fulfilment.

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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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