Webinar with Bernard Salt AM

By 2025 around $1 trillion will pass to next generation of Australians – and $3.5 trillion by 2035.

Rising cost of living, slow wage growth and a volatile property market paint a very different picture of wealth for younger Australians today than it did 20-30 years ago and makes the smooth transfer of wealth even more important for the next generation.

Together with Jane Magor and Ed Ryan from Perpetual, Bernard will share his views on breaking down communication barriers between generations and setting expectations when it comes to effective intergenerational wealth transfer.

With the right conversations, planning and implementation, your family will be able to make the most of their opportunities for generations to come.

Register below to secure your spot for our exclusive live webinar with journalist, author and social commentator, Bernard Salt.

This is the only way to hear Bernard and ask him questions, as a recording of the webinar will not be available afterwards.

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WEBINAR DETAILS

Date: Tuesday 24 November 2020

Time: 12:30pm – 1:50pm

Topics


Session 1: Generational views on wealth and family relationships

Bernard Salt AM covers:

  • The effect of shifting demographics on how we view wealth
  • How families communicate between generations.

Session 2: The Family Office and securing wealth for future generations

Ed Ryan, Associate Partner, Perpetual Private covers:

  • Key learnings from families who have successfully transferred family wealth across multiple generations.
  • How you can prepare your family’s beneficiaries to be good stewards of your family wealth and values.
  • How a Family Office structure can help create the blueprint to protect and pass on family business and wealth

Session 3: Bringing family generation together through philanthropy

Jane Magor, National Manager, Philanthropy & Non-profit services, Perpetual Private covers:

  • How Philanthropy keeps multiple generations connected through a common cause.
  • Charitable trusts and involving your family members is a tangible opportunity to demonstrate how investment portfolios work, how to manage risk and how wealth can be preserved for the long term.

Session 4: Live Q&A

  • Q&A session with panel

Speakers

Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. This article may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.