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
Peter Bobbin, Argyle 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, Argyle 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, Argyle 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

Lunch

1.15pm - 2.45pm

Dealing with superannuation, income streams and more
Sam Henderson, Henderson Maxwell

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. Sam will provide an overview of the types of annuities available and how to access and maintain them. Sam 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
Sean Howard, Challenger

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

Peter Bobbin
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.

Sam Henderson
Sam Henderson - Henderson Maxwell 

Sam is the financial guru on Network 10′s award-winning The Project, and can be seen as host of Foxtel’s Sky News Business program Your Money Your Call-Retirement. He is also the author of the best-selling books; The One Page Financial Plan (2013), SMSF DIY Guide (2012) and Financial Planning DIY Guide (2011). Sam also contributes to a host of print media including Money magazine and the Australian Financial Review and is a regular keynote speaker for the Australian Securities Exchange (ASX) and the Retirement Expos around Australia.Sam Henderson is CEO and Senior Financial Advisor at Henderson Maxwell, a multi-award winning, independently-owned accounting and financial advisory firm with clients across Australia.

Sean Howard
Sean Howard - Technical Services Manager at Challenger

Sean has extensive experience in a broad range of areas within financial services, with particular focus in retirement and aged care planning. During his career, Sean has worked in Technical Services for over 12 years, initially commencing as a Technical Analyst with BT Financial Group in 2004. In 2009 Sean was contracted to AMP as a Technical Consultant for 18 months and he joined Challenger as a Technical Services Manager in 2010. Sean is the current author of the “Retirement Planning” and “Aged Care Planning” chapters for the “Australian Financial Planning Handbook” and co-authored “Retirement and Aged Care Living” with Rachel Lane. He currently lectures the Aged Care Planning course at the University of New South Wales as part of the Masters of Financial Planning designation.