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NZ Advisor Connect Meeting - May 2025

This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector. Please note the event time is set in NZST and adjust accordingly for your local time zone if you wish to attend this event via video.

Business Briefing: ATO Hotspot Issues for Family Business for Forum Group Participants - May 2025 (WA)

FBA and National Partner, KPMG, are delighted to bring together our Western Australian Forum Group community to learn from Directors of KPMG’s Enterprise Business & Tax Advisory team, Ms Rebecca Chivers and Mr Jason Gaudoin. The ATO has recently released its priority focus areas for private wealth in 2025, which include reviewing the affairs of wealthy family groups involved in planning, structuring, and exit/disposal activities.

Business Briefing: Why Shareholders' Agreements Matter for Forum Group Participants - June 2025 (SA)

Safeguard Your Rights, Ensure Consistency, and Avoid Costly Disputes! FBA and State Partners, ADLV Law, are delighted to bring together our South Australian Forum Group community. In a family business, relationships matter—but so does clear governance. A well-crafted Shareholders' Agreement is essential for protecting shareholder rights, ensuring consistent governance, and preventing conflicts that can arise from ambiguous or conflicting documents. A Shareholders’ Agreement reduces surprises, sets expectations, and helps everyone stay on the same page.

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Featured Events

Family Business Essentials Workshop (QLD In Person) - June 2025

Karstens - Level 24, 215 Adelaide Street, Brisbane Queensland 4000

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?