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 will be your main point of contact.
Note: This event is for Advisors only.
This month's topic: ATO Hotspot Issues for Family & Private Groups
The ATO recently released its priority focus areas for private wealth in 2025, which include reviewing the affairs of wealthy family groups who are engaged in planning, structuring, and exit / disposal activities in the market. Effectively acknowledging the imminent and well documented intergenerational wealth transfer, a key aspect of the ATO’s focus is on succession planning activity, as well as close scrutiny of family trust distributions.
We will cover the areas of the ATO’s scrutiny this year, which family businesses and their advisors will need to be aware of, along with other select tax considerations for private & family groups. In addition, the session will guide you through important employment risk areas to be aware of, including payday super, wage theft and obligations on Directors in these areas.
About our Speakers:
Rebecca Chivers
Director, KPMG
Rebecca is a Director in KPMG Enterprise’s Business & Tax Advisory team. With over 13 years’ experience working with families, Rebecca supports families through the business lifecycle from the start-up phase and getting operating and investment structures right, through to expansion of the business, and exit – including sale, retirement or transition to the next generation. Rebecca is particularly passionate about estate planning and working with families to ensure that their private investments, business affairs and family dynamics are considered holistically from a tax, asset protection and succession perspective.
Jason Gaudoin
Director, KPMG
Jason is a Director in KPMG’s Perth office with over 20 years of experience providing specialist tax consulting & advisory services to private and family-owned businesses across Western Australia, spanning a diverse range of industries. He specialises in guiding family businesses and private companies through complex tax issues, structuring, ATO audits, employment taxes and tax governance.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Katie McMeekin, FBA State Representative WA for the link.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
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