SAPEPAA Strategy Session

This upcoming strategy session will unpack real-world case studies that reflect the challenges SAPEPAA advisers are solving across Australia — and the strategic thinking that sets our community apart.

You’ll gain practical insights into:

• Structuring solutions to protect family wealth in blended family dynamics

• Asset protection strategies when business and personal finances are under pressure

• Fixing misalignments between SMSFs, BDBNs, and succession plans before they result in disputes

These case studies are more than examples — they are active learning tools that highlight the importance of integration, foresight, and bloodline-focused advice.