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VIC/TAS Advisor Connect Meeting - July 2024

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Join us for the next Advisor Connect Meeting by registering below.

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.

Your local Advisor Facilitator Marcus Armstrong will be your main point of contact,

Note: This event is for Advisors only.

This month's topic: Grant Thornton’s family business survey​​​​​​

Key Takeaways:

  1. Legacy – there is a significant change in mindset from the second to third generation of a family enterprise. Stewardship and legacy become far more important in the later generations.
  2. Succession planning – continues to be a major concern for family businesses. Particularly family harmony, fairness, and overall family prosperity.
  3. Diversity and ESG – the potential for using diversity and ESG and levers for growth in family business is untapped.

About our Speaker: Nick Love, Grant Thornton

Nick is a Chartered Accountant with over 14 years' professional experience providing advisory, tax, and accounting advice to business owners and leaders, family groups, and high net wealth individuals.

Nick has a keen interest in the manufacturing industry, and also works across other industries including professional services, real estate & construction, technology, and family office advisory.

His experience includes advising on complex taxation matters including structuring and planning, family office advisory and virtual CFO – including financial modelling, management reporting, and strategic planning.

Nick’s real passion lies in working with private business owners and assisting them in achieving their personal and professional goals.

We look forward to seeing you there.

This is a hybrid event. If you are unable to attend in person and would like to join the meeting via video, please email Sarah Herft for the hybrid link,

Note: This event is for Advisors only.

Thank you to our Event Host

Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.

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