This event is for FBA Advisor Members only.
Advisor Connect is a monthly event designed to support your ongoing professional development in family business advising, while building connections with fellow FBA Accredited Member across multiple disciplines.
Each event centres on a key theme which shapes the speakers, discussions, and learnings throughout the session. It’s an opportunity to deepen your understanding of others’ expertise, share insights, and uncover collaborative opportunities that will benefit you and the family businesses you support.
This hybrid event will be held in-person at Grant Thornton, Perth and also online. To join online the link will be provided when you register.
Topic: What's the big deal with Self Managed Super Funds and Family Business !?
- Structures for family businesses being succeeded are creating some headaches.
- How does the family self-managed super fund play a part in that? What are some tips and traps, plus opportunities?
- What’s the issue with having up to 6 family members in one fund – mum, dad, and the kids?
- Why is planning to buy the family business premises a big deal?
- What are the issues with lump sums and pensions, death benefits, and even who is a dependant?
- Trusteeship and control in succession?
Speakers
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Stewart Blizard |
Embarking on his professional journey, Stewart took the first steps in 1991, commencing his accounting career with a chartered firm. After initially working in a second-tier firm in West Perth, Stewart’s career trajectory soared as he worked his way up through the echelons of second-tier firms. This period of professional growth allowed him to cultivate a diverse skill set, honing his expertise in various aspects of accounting and financial management.
In 1999, Stewart’s journey reached a significant milestone when he joined Insight as a senior leader and principal. This transition marked a pivotal moment, aligning his skills and insights with a dynamic organisation. As a senior leader at Insight, Stewart brings to the table not only a wealth of experience but also a holistic understanding of the intricacies of financial management.
Stewart’s unique background, informed by his familial ties to farming, has instilled in him a long-term perspective that extends beyond the immediate financial landscape. This perspective, coupled with his extensive professional experience, positions him as a leader capable of navigating the complexities of the financial realm while keeping a steadfast focus on sustainable practices and long-term success.
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Bradley Raw |
Bradley has been working with Self-Managed Superannuation Funds (SMSFs) for over 20 years, establishing himself as a highly experienced SMSF Specialist Advisor with the SMSF Association and a Chartered Accountant. His extensive career in this field includes a significant tenure at Bentleys, where he specialised in SMSFs and managed their Superannuation Division.
Throughout his career, Bradley has collaborated closely with trustees, providing expert guidance on compliance-related issues in coordination with the Australian Taxation Office (ATO). His role often involves navigating the complexities of superannuation legislation, ensuring that trustees adhere to all regulatory requirements. This experience has made him exceptionally knowledgeable about the intricacies of SMSF compliance and governance.
In addition to his advisory roles, Bradley has also served as an SMSF auditor. This position has further honed his expertise in superannuation legislation, allowing him to provide comprehensive and accurate audits that help trustees maintain compliance and optimise their superannuation strategies.
Why Attend Advisor Connect
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Expand your network and connect with like-minded professionals who share your passion for supporting family businesses.
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Gain practical insights and strategies from experienced speakers on topics that matter most in family business advisory.
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Explore opportunities and collaborate with other advisors to strengthen the services you provide and challenge your way of thinking
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Stay ahead, keeping up-to-date with evolving best practices in advising family businesses.
As an FBA Advisor Member you are eligible to attend any advisor events across Australia and New Zealand
Not an FBA Family Business Accredited Advisor?
Becoming an FBA Accredited Advisor gives you the essential knowledge, skills, and practical tools to confidently support family businesses as they navigate growth, succession, and complex dynamics.
By engaging with a trusted community of professionals, you’ll stay informed on best practices, share experiences, and continue to grow your capability as an advisor. You’ll also be part of a supportive network dedicated to helping family businesses thrive for generations to come.
Learn more and become an Accredited Advisor today.
