Given the significant wealth transfer that we are experiencing in Australia, and will continue to experience on an increasing basis into the future, clients are becoming extremely conscious with providing adequate financial resources for their families. Succession planning is now very much entrenched as a daily aspect of the practice of many accountants, lawyers and financial planners.
This event was designed to de-mystify some of the common issues arising in a succession planning environment, including providing practical, real life workshop examples, designed to provide user friendly assistance to accountants, lawyers and financial planners dealing with succession planning issues.