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2018 SA Succession Planning Day

Friday, 23 November 2018 - 8:55 AM to
Friday, 23 November 2018 - 5:00 PM
Adelaide Convention Centre, Gilbert Suite North Terrace, Adelaide, SA Australia

Registration Time: 08:30:00 AM

Member Price: $585.00

Non Member Price: $905.00

CPD hours:6.25

The continuing growth in the wealth of Australians plus diversity of business structures and family dynamics sees that effective succession planning will continue to be of paramount importance for your clients.

The planning and conversations are definitely not easy though, as they will give rise to complex tax issues pre and post death.

Our full day program will cover the broad scope of matters that you’ll need to carefully consider in order to render quality practical, asset protection and commercial advice to be that trusted advisor for your clients.

Accountants, lawyers and financial planners with an interest in estate and succession planning should attend this event to hear from South Australia’s leading advisors and tax specialists as they address real world succession planning issues and opportunities.


  • Emily Anderson, Cowell Clarke
  • Joseph Anderson, Mellor Olsson
  • Michael Chrisohoou, CTA, Kain Lawyers
  • Andrea Michaels, CTA, NDA Law
  • Paul Ingram, CTA, Minter Ellison
  • Greg Roberts, Aged Care Specialists
  • Matthew Tripodi, FTI, MT Lawyers
  • Nick Wilkins, CTA, Nexia Edwards Marshall

2018 SA Succession Planning Day:
The Tax Institute gratefully acknowledges the 2018 SA Succession Planning Day Organising Committee:

  • Andrea Michaels, CTA, NDA Law
  • Mary-Anne Sotiropoulos, ATI, Piper Alderman
  • Nicole Santinon, Cowell Clarke
  • Matthew Tripodi, FTI, MT Lawyers