The SMSF Association Technical Summit 2021 program comprises 3 keynote addresses and 3 concurrent streams offering a choice between 5 practical workshops (attend up to 4) and 8 technical sessions. Some workshops will be repeated during the course of the Summit so delegates will have the ability to construct a conference program tailored to their […]
The CBD Sydney Chamber, in collaboration with Business Alliance NSW, presents this opportunity to hear from Bruce Billson, the Australian Small Business & Family Enterprise Ombudsman (ASBFEO). Rarely has the global and local economy faced such a challenging environment. How have things changed in the last 3 months? How will the economy look over the […]
'Starting the future planning process with the person you care for' is an information session for family and friend carers to provide practical tips for starting the future planning process with a person living with a cognitive impairment. It also aims to help professionals and service providers engaged in helping these clients.
Social isolation as we age is an accelerating issue, particularly due to the COVID-19 pandemic. At Autonomy First, we have been working with Relationships Australia New South Wales to make sure that we have a strong alignment of values, and safeguards for the decision-makers. Our colleagues at Relationships Australia New South Wales have encouraged us […]
On 24 November 2021, speakers will examine the theme of "Managing Private Capital and Intergenerational Wealth” by considering critical topics challenging financial service professionals internationally: Assessing the decision-making capacity of clients and why it is essential for all providers of financial services to be able validate clients capacity How we can better educate clients about […]
Research into estate planning and the factors that impact estate planning decisions is relatively limited in both Australia and Singapore. The research that has been done has tended to focus on whether people have an up-to-date will or other estate planning documents. Estate planning practices in Australia and Singapore is an online Zoom webinar exploring […]