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X-WR-CALDESC:Events for People + Partners
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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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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
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ORGANIZER;CN="People + Partners (Mortlake Office)":MAILTO:events@peopleandpartners.com.au
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