Cooper Grace Ward Annual Adviser Conference

SMSF updates, safeguarding family businesses and preparing businesses for a successful sale are among the topics we will be unpacking at Cooper Grace Ward’s 16th Annual Adviser Conference, to be held on 27 and 28 March at the Sofitel Brisbane Central and broadcast live through our event platform.

With an exciting line-up offering up to 11 CPD points, our team of leading experts will equip you with a detailed understanding of what will affect you and your clients in 2025 and how the major developments of the past 12 months have changed the industry. See the full program here.

2025 conference highlights include:

preparing for, recognising and dealing with client incapacity
SMSF update, including insights into the year’s important cases from the firm that ran them
family trust election considerations when implementing a client’s succession plan
pitfalls in family discretionary trusts
safeguarding family businesses and frameworks for success
managing employment law issues in family business
protecting the family business amid family law disputes
estate planning to avoid disputes
preparing businesses for a successful sale.

I look forward to seeing you at what promises to be another fantastic conference for 2025!

Scott Hay-Bartlem

Cooper Grace Ward