Register for our upcoming adviser webinars for financial planners, wealth managers, accountants and lawyers.
Beyond returns
This event has now passed. Please contact us for more information.
Kate Stone, APS Head of Philanthropic Giving, will share her expertise gleaned from working with APS client families and the wider philanthropic sector. Hosted by APS Partnerships & Development Manager Kate Bowditch, this session explores how connecting values, family, charities, and other like-minded givers can deepen your clients’ enjoyment of giving.
Explore real-life examples of how donors approach their philanthropy, share insights into the next generation and learn how ancillary funds can help families and individuals build a legacy with lasting impact.
Financial advisers can earn CPD credit for attending.
This event has now passed. Please contact us for more information.
More Australians today are seeking not just financial security, but meaningful impact. This presentation assists financial advisers to confidently introduce philanthropy as a core component of comprehensive wealth planning, strengthening trust and deepening long-term relationships.
We will explore how giving structures like ancillary funds can help clients achieve their philanthropic goals while maximising tax efficiencies, strengthen family legacy and align their financial plan with personal values.
Financial advisers can earn CPD credit for attending.
