Fourth Annual September Estate Planning Conference

Conference,Estate planning,Fourth Annual September Estate Planning Conference
Thursday 16 & Friday 17 September 2021

Palazzo Versace, Gold Coast

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Over the last year, estate planners have had the unenviable task of attempting to provide certainty and control to clients during uncertain times. The fourth annual September estate planning conference will address this challenge, along with other key issues estate planners face, including managing assets and beneficiaries in multiple jurisdictions, preparing shareholder agreements for wealthy families, as well as the CGT exemption for granny flat arrangements.

Book with peace of mind

This conference is scheduled to be run face to face.  If we are unable to run the conference face to face due to COVID related restrictions we will postpone it to a later date.  Should you not wish to attend the postponed event you will be entitled to a 100% refund of any registration fee paid or a credit for future use.

Thursday 16 September 2021

Estate Planning and Family Dynamics

Tax Issues in the Estate Plan

Friday 17 September 2021

Protecting the Citadel

Authority Issues in the Estate Plan


Matthew Burgess, Director, View Legal

Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney

Andrea Carrick, Director, AG Tax Lawyers, Melbourne

Allan Swan, Director, Estate Planning Equation, Melbourne

Dung Lam, Principal, West Garbutt, Sydney

Jennifer Dixon, Principal, Moores, Melbourne

Steve Grant, Director, Merthyr Law, Brisbane

Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers, Melbourne

Nicole Treacey, Special Counsel, Holding Redlich, Brisbane

Bernie O’Sullivan, Principal, Sladen Legal, Melbourne

  • Relevant expansion of knowledge with experienced professionals good at communicating.
  • I think the topics were relevant and discussed at a practical level.
  • A wide range of areas covered and in depth knowledge shared.

If you register and pay by 13 August 2021 you will pay only $1903 – a saving of $275 off the full price conference registration fee of $2178.

Multiple registration discount? 

If you would like to send 3 or more people from your company to this conference the following discounts apply:

  • 3 registrations – 5% discount off each registration
  • 4 registrations – 10% discount off each registration
  • 5 or more registrations – 15% discount off each registration

To access this discount simply use the multiple registration option on our website. You can complete all of the registrations in one action and the discount will automatically be applied.

One-day only? We do accept bookings for attending one day only (either day 1 or day 2).  To organise a one-day booking, please contact Jenna (details below).

If you need assistance or have an enquiry, please do not hesitate to contact our Event Manager, Jenna Pickrell on (03) 8601 7729 or email: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: GEPSEP21
 Price:   $1,903.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this conference is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.