Recurring Events

Estate Planning for a Secure Future

12:00 pm

Admission is free!

Ticket price - $

Ryan Williams
Marco Saccotelli
Stephanie Todio
Adam Morse

Event Partners

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You don’t need a lot of wealth or a big family to benefit from an estate plan. It’s important for everyone to protect what’s left behind, particularly in the current COVID-19 climate.

Join Ryan Williams and Marco Saccotelli (BlueRock Law), Steph Todio (BlueRock Accounting) and host Adam Morse (BlueRock Private Wealth) to dive into the importance of estate planning and the best ways to take control of your financial future.

We'll be discussing:

  1. Estate Planning – What is it and what's involved?
  2. Estate v Non-Estate Assets – How do you manage both?
  3. How to deal with superannuation
  4. Your main residence and rights of occupation
  5. Tools for managing your assets and liabilities
  6. Testamentary Trusts – What are they and what are they good for?
  7. Asset protection
  8. Tax advantages
  9. Case Study

This will be a 1-hour webinar, including time for a Q&A session.

If you can't make the time, please register anyway and we'll send you the recording.




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Did you know?
The origin of the BlueRock name is a mash-up of the founders two favourite things.
Through a mutual love of the Carlton football team and Dwayne 'The Rock' Johnson, a firm was born!