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Event Details

2024 Annual Adviser Conference

Event details




T – +61 7 3231 2400



I am delighted to invite you to Cooper Grace Ward’s 15 Annual Adviser Conference, to be held on 21 and 22 March 2024 at Sofitel Brisbane Central and broadcast live through our event platform.

The rapid pace of change has continued this past year and looks set to ramp up further in 2024, especially in the areas of tax, super, trusts, estates and business succession, among many more!
Join our team of leading experts as they equip you with a detailed understanding of what will affect you and your clients in 2024 and show you how the major developments of the past 12 months have changed the industry.
The Annual Adviser Conference is designed to give you the latest updates, practical applications, and cutting-edge developments that will affect you and your clients in the coming year.
You’ll hear from leading legal experts, get tips and tricks to help you and your clients, and have the opportunity to connect with peers and potential partners. Plus, you’ll earn up to 11 CPD points, with sessions accredited through the SMSF Association and Financial Advice Association Australia.
This year’s program highlights include:
  • traps in administering deceased estates
  • SMSF update
  • the impact of the $3 million cap (Div 296 tax)
  • the many uses of trust cloning
  • land tax opportunities
  • trust deed updates
  • what to do when your clients become non-residents
  • dealing with the ATO
  • the many uses of financial agreements
  • whether trustee discretion is as good as we think
  • succession in family businesses and primary production enterprises.

Speaker Details

Scott Hay-Bartlem