Wednesday, 17 September 2025 | 5:15 pm – 6:30 pm
Shaw and Partners, Sydney Boardroom
Southern Waters Legal is proud to have our Managing Director, Simon Bennett, presenting at a boardroom dinner hosted by Shaw and Partners’ GP Wealth Team.
Australia is on the cusp of the largest intergenerational transfer of wealth in its history. With trillions of dollars being passed from Baby Boomers to the next generation, families face both opportunities and challenges in preserving their legacy. Without careful planning, wealth can be eroded by tax, disputes, or poor structuring. Simon will share insights on intergenerational wealth transfer, drawing on his extensive experience advising high-net-worth families and business owners.
Simon’s presentation will cover practical strategies to protect family assets, manage succession, and ensure a smooth transition of wealth while maintaining family harmony. With over 20 years of experience in estate planning, business succession, trusts, and probate, Simon is recognised for simplifying complex legal matters into clear, actionable strategies that create long-term security for families.
If you would like to learn more or attend this presentation, visit the link here.
