Financial Toolbox Series - Protect Yourself: Wills and Estates

Event Date: 
20 March 2017
Australian Institute of Company Directors
Level 1, Allendale Square
77 St Georges Terrace

AmCham's Women in Leadership group, Chartered Accountants ANZ and Australian Institute of Company Directors are joining forces to deliver a Financial Toolbox series.

The aim of the workshops is to equip women with greater financial power through knowledge.

According to Roy Morgan research, a typical Australian woman holds barely more than half the superannuation savings of a man, and retires with a third less savings than her male friends. Women under 35 have little over half the average assets of their male counterparts, and the disparity in wealth between the genders across all age groups continues to grow. This limits women’s life choices and makes many women in violent or abusive relationships financially vulnerable.

The Women’s Financial Toolbox series will provide enjoyable, interactive and independent workshops, facilitated by some of Perth’s leading financial experts, to give you the tools you need to set yourself up financially and protect yourself into the future.


The second part of this two-part series focuses on how you can protect yourself from unexpected issues you may face in your life. Unexpected circumstances can have a big impact on your finances. However, there are ways that you can protect yourself from a number of life situations, and in this set of three workshops, we will equip you with the knowledge and skills that you can choose to use in order to minimise personal risk and maximise your options should something untoward occur.

Each of our workshop sessions will commence with a presentation from a keynote expert, followed by a discussion session that will see a number of skilled specialists assisting participants by giving focused pointers and answering specific questions to smaller tables of attendees, moving around the room at regular intervals.

Wills and Estates

Talking about death, or losing a loved one, is never a nice conversation to have. Money matters may seem unimportant at this stage in life, but putting your affairs in order will help you and those you love get through and better prepare for the future.

Nearly half of all Australians die without having a proper will or estate plan. An estate plan includes a will and directions on how you want your finances, including assets, distributed after your death. It includes documents that govern how you will be cared for, medically and financially, if you become unable to make your own decisions in the future. A good estate plan should minimise the tax paid by heirs, and help avoid any family squabbles.

In this session, attendees will be taken through the components of a good estate plan, and the issues that they should consider when making sure all components of their and their loved one’s estates are covered.

Our keynote presenters for this workshop are:

Graham Addison, Associate, Everstone Group

Elizabeth O'Sullivan, Consultant, Leach Legal

For more information or to register, visit

American Chamber of Commerce in Australia
08 9325 9540
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