The Program

2:45pm Registration
3:00pm Opening remarks from the chair

3:10pm

Introduction
Will Taylor, Wine Partner, Finlaysons

3:15pm

Why 70% of Wealth Transfers Fail 

Brad Simmons, Client Services Director, Mutual Trust

Brad is an accomplished family office executive with extensive experience in family strategy, communication and governance. Gaining first-hand knowledge leading a family office in his role as an executive for a large family in Australia, he is now a Director of Client Services within Mutual Trust, one of this country's largest multi-family office providers. Drawing on his expertise in investment management, corporate finance and law practised almost exclusively within the context of family office, Brad is uniquely placed to help families manage their wealth in an integrated way.

Robert Hemphill, Client Services Director, Mutual Trust

Rob is a family strategist, working extensively with Australian and international families to realise both their financial and family objectives. Rob has broad experience in working with unique and varied family businesses, providing specialised advice that encompasses their business operations, accounting, taxation and estate planning needs. Rob has particular expertise in working with families to realise the wealth potential of significant assets, ensuring strategies are in place to facilitate the wealth transition to the next generation of family leaders.

3:40pm Questions

3:45pm

The Succession Process and Business Structures you might use 

Will Taylor, Wine Partner, Finlaysons

Will leads Finlaysons’ Wine Group. His practice has, for over 20 years now, been focused virtually solely on the wine industry. He has extensive experience acting for large and small participants in the wine industry, in relation to joint ventures, mergers and acquisitions, business structures, capital raising, succession planning and their general commercial activities such as entering into supply, processing and distribution contracts. He has also had his own wine business for the last 19 years.

4:10pm Questions
4:15pm Afternoon Tea

4:35pm

Passing on a Wine Business your Kids want to Own 

Shaun Allan/Richard Bund, Partner, Tilbrook Rasheed

Shaun and Richard are Partners of Tilbrook Rasheed, an Adelaide based firm of chartered accountants that specialise in business and tax advice to family businesses, with particular expertise in the wine industry.  From its Adelaide base, the firm’s 9 Partners consult to private enterprises across Australia. With respect to the wine industry, Tilbrook Rasheed acts for a broad range of wine and wine-related businesses of varying scale across all regions.  Tilbrook Rasheed is often retained to provide advice on a range of matters, including annual tax compliance, WET advice, profitability and business reviews, settling of funding platforms, transactional support, capital placement and succession.  The firm prides itself on being a proactive and valuable affiliate to its clients’ teams and, in many instances, its Partners play an active role in the ongoing governance of clients’ businesses.

5:00pm Questions

5:05pm

Elevating a family business workforce to the next level

 Will Snow,  Workplace Senior Associate, Finlaysons

 Will has significant experience in workplace relations, with secondments and in-house roles in the large and industrially complex workforces of Qantas Airways and Rail Corporation NSW.  He has particular expertise in responding rapidly to uncertain risk situations, including safety incidents and fatalities, unprotected industrial action and instances of serious misconduct, bullying and workplace fraud.  Will’s clients span the manufacturing, wine, mining, defence, agribusiness, health care and education sectors.  He assists clients to promptly consider and resolve employment risks before legal proceedings take over the control of an issue.  If firmer action or defending a claim is unavoidable, he has the litigation skills and experience to deliver the best outcome.  With compliance and issue avoidance being front of mind for many clients, Will also provides organisational reviews and briefings for boards and senior managers on workplace risk, including under work health and safety laws.

5:30pm Questions
5:35pm

Panel session

There will be 25 minutes available for questions from the floor and general discussion.

6:00pm Refreshments
7:00pm Close

Download registration form or click here to register online.