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.
Date: Tuesday 24 November 2020
Time: 12:30pm – 1:50pm
Session 1: Generational views on wealth and family relationships
Bernard Salt AM covers:
Session 2: The Family Office and securing wealth for future generations
Ed Ryan, Associate Partner, Perpetual Private covers:
Session 3: Bringing family generation together through philanthropy
Jane Magor, National Manager, Philanthropy & Non-profit services, Perpetual Private covers:
Session 4: Live Q&A
Bernard Salt is widely regarded as one of Australia’s leading social commentators by business, the media and the broader community.
Bernard heads The Demographics Group which provides specialist advice on demographic, consumer and social trends for business. Prior to that Bernard founded KPMG Demographics.
Bernard writes a weekly column for The Australian newspaper that deal with social, generational and demographic matters.
He is an adjunct professor at Curtin University Business School and he holds a Master of Arts degree from Monash University.
Bernard Salt is one of the most in-demand speakers on the Australian corporate speaking circuit and has been so for more than a decade. He is perhaps best known to the wider community for his penchant for identifying and tagging new tribes and social behaviours such as the “Seachange Shift”, the “Man Drought”, “PUMCINS” (pronounced “pumkins”) and the “Goats Cheese Curtain’. He was also responsible for popularising smashed avocados globally.
Jane joined Perpetual in 2011 and is a philanthropic leader with significant experience and knowledge of the private wealth and the Australian not-for-profit sector.
At Perpetual, Jane leads a national team of philanthropy specialists who work in partnership with philanthropists to help guide them through the process of establishing a charitable Foundation or Endowment, formulate strategic giving strategies and make compliant and vision aligned decisions regarding their annual grants to communities.
Jane also works extensively with not-for-profit organisations across Australia to support them in building their capacity to deliver on their mission and demonstrate the outcomes of their work.
Jane has a strong governance background, having completed a Bachelor of Business and is a Graduate of the Australian Institute of Company Directors.
Ed is an Associate Partner and trusted wealth adviser to families and private business owners.
Ed has over 16 years’ experience in the financial services industry and believes careful planning, stewardship and patience are the keys to protecting and growing family wealth.
Ed areas of specialisation include:
- Investment management and asset allocation advice.
- Inter-generational family wealth planning and inheritance advice.
- Retirement planning.
- Family philanthropy advice.
Ed is a Certified Financial Planner and holds a Bachelor of Business (Economics and Finance), Bachelor of Laws, and a Graduate Diploma of Financial Planning.