This is an in-person seminar at a location in inner Brisbane on 21 April 2026. Places are limited.
Moore Australia in conjunction with 24k Wealth, Life Legacy Legal and Rivers Advice and Insurance are pleased to invite you to a seminar on Estate and Retirement Planning.
During this session we will provide practical insights into how modern estate planning and financial structuring can help protect personal and superannuation assets, manage competing family interests, and ensure wealth is transferred clearly and effectively.
Family structures are evolving, and so is the complexity of estate planning. With the increasing prevalence of blended families and one of the largest intergenerational wealth transfers in history, careful planning has never been more important.
Key topics include:
- Blended families and Estate Planning. Balancing fairness while protecting intended beneficiaries.
- Protecting family wealth. Structuring assets to safeguard wealth for future generations.
- Intergenerational wealth transfer. Planning for the orderly transition of wealth.
- Reducing risk and disputes. Minimising uncertainty and conflict through clear planning.
- Structuring your financial affairs through your Wills, using Power of Attorney, Testamentary Trusts and superannuation avenues.
Who should attend
- Individuals planning their estate.
- Families with blended or complex family structures.
- Parents planning wealth transfer to children or grandchildren.
- Anyone seeking to better protect their assets and legacy.