Wednesday 30 April 2025
12:00pm-1:30pm (registration from 11:45am)
Franklin Wharf Restaurant and Bar, Murray Street Pier, 28 Morrison St, Hobart TAS 7000
The FAAA Tasmania Chapter Community Committee invite you to attend their Lunch on Estate Planning and Generational Wealth on Wednesday 30 April 2025 at the Franklin Wharf Restaurant and Bar.
We are honored to have two distinguished guest speakers joining us – Tom Huntley, Head of Investor Distribution at KeyInvest, and James Groom, Founder and Director of Groom Kennedy Lawyers and Advisors. This event is a unique opportunity to gain knowledge from industry leaders and network with professionals. We encourage you to mark your calendars and join us for what promises to be an engaging and informative session.
The Great Intergenerational Wealth Transfer: How Investment Bonds can support with Estate Planning
We’re on the brink of the largest wealth transfer in Australian history. Decades of strong economic growth, record house prices and superannuation has contributed to an estimated $3.5 trillion that’s expected to pass on as inheritances to fewer heirs by 2050. Advisers are accustomed to helping clients accumulate wealth so they can live comfortably and maintain their lifestyle in retirement, but what happens afterwards? What are the tax implications? And how can you ensure your clients wishes are met, while maintaining and strengthening the long-term family advice relationship?
Getting your client’s house in order: tips for encouraging proactive estate planning
Up to 70% of Australians don’t have a valid will in place. This inevitably includes many of your wealthiest clients. With the growing complexity of the typical Australian family unit – and the massive intergenerational wealth transfer that is underway – this needs urgent attention. Experienced private client lawyer James Groom will share his experiences and provide some practical tips on ways to encourage your clients to start thinking sensibly about estate planning. It all starts with having an honest conversation and can often lead to an extra layer of trust in the client relationship.
Tom Huntley
Head of Investor Distribution, KeyInvest
Tom has over 20 years’ experience in financial services roles at Commonwealth Financial Planning and Colonial First State across Advice Management, Product Management, Business Development, Paraplanning and Research. Through his time in Advice, Tom nurtures a passion for helping clients to live their best life, focusing on building client-centric solutions that deliver exceptional enduring value.
James Groom
Founder and Director, Groom Kennedy Lawyers and Advisors
James is a highly-trusted corporate lawyer with significant national and international experience. His areas of expertise include mergers and acquisitions, equity capital markets, commercial contracts and corporate governance matters.
Before establishing Groom Kennedy in 2001, James worked for large law firms in Australia, the United States and the United Kingdom, specialising in the areas of corporate and securities law. He also worked as senior corporate counsel and company secretary for the Australasian operations of GE Capital.
James has a calm and practical approach to providing advice and builds strong relationships with clients ranging from entrepreneurs and start-ups to listed public companies.
In addition to his extensive legal practice, James is an experienced director of public and private companies. He is also Deputy Chancellor of the University of Tasmania.
FAAA members – $25
Non-members – $65
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