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X-ORIGINAL-URL:https://www.peopleandpartners.com.au
X-WR-CALDESC:Events for People + Partners
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DTSTART;TZID=Australia/Sydney:20250409T100000
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UID:10000005-1744192800-1744200000@www.peopleandpartners.com.au
SUMMARY:Legacy + Succession Planning
DESCRIPTION:Come to this session if you want to:\n\nReduce tax and maximise the value of the inheritance passed on to your beneficiaries\nProtect vulnerable beneficiaries\nAvoid risks of challenge to your estate plans\nHave peace of mind that your estate will go where you want it to go\n\nThe session will include:\n\nCase studies to show how your beneficiaries may also be inheriting a tax liability and how this may be reduced\nA comprehensive understanding of key roles and responsibilities\nStrategies you can enact now to maximise the benefits to your beneficiaries\n\nPresented by Tatum West\n \nTatum has worked in public practice for over 20 years\, providing her with invaluable knowledge and experience in accounting\, taxation\, superannuation\, and business. Learn more about Tatum West
URL:https://www.peopleandpartners.com.au/event/legacy-succession-planning/
LOCATION:Breakfast Point Business Centre\, Room AB5\, 6 Magnolia Drive\, Breakfast Point\, NSW\, 2137\, Australia
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ORGANIZER;CN="People + Partners (Mortlake Office)":MAILTO:events@peopleandpartners.com.au
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DTSTART;TZID=Australia/Sydney:20250305T140000
DTEND;TZID=Australia/Sydney:20250305T150000
DTSTAMP:20250219T021858Z
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UID:10000004-1741183200-1741186800@www.peopleandpartners.com.au
SUMMARY:Mortlake Seminar: Aged Care Changes Coming in July 2025.
DESCRIPTION:Presented by Gary Marsh \nWith significant reforms to Australia’s aged care system taking effect in July 2025\, it’s crucial to stay informed and prepared. Join us for an in-depth seminar where we will break down the upcoming changes\, how they may impact you or your loved ones\, and what you can do to stay ahead. From new funding models to revised care options\, this session will provide you with the tools and knowledge to make informed decisions for the future. \nKey Seminar Topics\n\nUnderstanding the 2025 aged care reforms\nFinancial implications and planning strategies\nHow to navigate new care models and services\nPractical steps to ensure you are ready for the changes\n\nWho Should Attend\nWhether you’re planning for your own care or helping a loved one\, this seminar will offer valuable insights and actionable guidelines.
URL:https://www.peopleandpartners.com.au/event/aged-care-changes-coming-in-july-2025-mortlake-seminar/
LOCATION:Breakfast Point Business Centre\, Room AB5\, 6 Magnolia Drive\, Breakfast Point\, NSW\, 2137\, Australia
ATTACH;FMTTYPE=image/png:https://www.peopleandpartners.com.au/wp-content/uploads/aged-care-webinar.png
ORGANIZER;CN="People + Partners (Mortlake Office)":MAILTO:events@peopleandpartners.com.au
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DTSTART;TZID=Australia/Sydney:20241120T120000
DTEND;TZID=Australia/Sydney:20241120T130000
DTSTAMP:20241111T231947Z
CREATED:20241029T044541Z
LAST-MODIFIED:20241111T231947Z
UID:10000003-1732104000-1732107600@www.peopleandpartners.com.au
SUMMARY:Act Now: Get Ready for Aged Care Changes 2025
DESCRIPTION:  \nPresented by Peter Richards\, Tony Davison\, Gary Marsh\, Ian Noble \nWith significant reforms to Australia’s aged care system taking effect in July 2025\, it’s crucial to stay informed and prepared. Join us for an in-depth webinar where we will break down the upcoming changes\, how they may impact you or your loved ones\, and what you can do to stay ahead. From new funding models to revised care options\, this session will provide you with the tools and knowledge to make informed decisions for the future. \nIan Noble from our Kingsbridge Lending team will also be discussing reverse mortgages\, offering insights into how this financial tool can provide flexibility and support for your aged care plans. \nKey Webinar Topics\n\nUnderstanding the 2025 aged care reforms\nFinancial implications and planning strategies\nReverse mortgages: how they work and how they can help\nHow to navigate new care models and services\nPractical steps to ensure you are ready for the changes\n\nWho Should Attend\nWhether you’re planning for your own care or helping a loved one\, this webinar will offer valuable insights and actionable guidelines.
URL:https://www.peopleandpartners.com.au/event/aged-care-in-2025-navigating-major-changes/
LOCATION:https://www.peopleandpartners.com.au/event/aged-care-in-2025-navigating-major-changes/
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ORGANIZER;CN="People + Partners":MAILTO:events@peopleandpartners.com.au
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DTSTART;TZID=Australia/Sydney:20240925T120000
DTEND;TZID=Australia/Sydney:20240925T130000
DTSTAMP:20240924T234453Z
CREATED:20240822T063528Z
LAST-MODIFIED:20240924T234453Z
UID:10000002-1727265600-1727269200@www.peopleandpartners.com.au
SUMMARY:Retirement - Are you ready?
DESCRIPTION:Presented by Peter Richards\, Tony Davison\, Gary Marsh\, Jonathon Tainsh \nWhat’s your retirement going to look like? What should and could your retirement look like with a few tweaks? \nJoin our wealth team advisors\, Peter\, Jonathan\, Gary and Tony on Wednesday 25 September at midday on their next online seminar as they explore the key issues associated with preparing financially for retirement. In the online seminar they’ll cover questions such as: \n\nHow much do you need to have saved for retirement?\nWhat are some of the pre-retirement tax opportunities available?\nIs Super still the right place for your retirement savings\, or is it over-regulated?\n\nThis event will include: \n\nDiscussion of how much capital you need to retire\nWhat are typical expenses in retirement\nHow to financially transition into retirement\nStrategies to reduce tax and extend the life of your capital.\n\nClick the “Going” button on the right and we’ll send you a link to the online event. We welcome you to invite a guest who may also benefit from this seminar. \nIf you can’t make the session live\, feel free to register anyway and we’ll send you a link to the presentation to review when you have time. \n 
URL:https://www.peopleandpartners.com.au/event/retirement-are-you-ready/
LOCATION:https://www.peopleandpartners.com.au/event/retirement-are-you-ready/
ATTACH;FMTTYPE=image/png:https://www.peopleandpartners.com.au/wp-content/uploads/retirement-fishing.png
ORGANIZER;CN="People + Partners":MAILTO:events@peopleandpartners.com.au
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