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🌴 Unveil Your Family Wealth Protection Mastery in Paradise 🌴


Dear SAPEPAA Member,


Imagine This: Crystal-clear waters lapping at your feet, the sun setting over a tropical paradise, a refreshing cocktail in your hand, and the finest minds in Family Wealth Protection all gathered around you. This isn't a dream—it's your reality this October in Koh Samui, Thailand!



You Are Invited to the most exclusive event of the year: The SAPEPAA Annual Conference 2024.


📅 Register now for Early Bird - pre-30 June 2024 of $1,795: October 5-7, 2024


🎉 Kick off with a Beachside Cocktail Party Join us on the evening of October 5th for an unforgettable cocktail party on the beach. Network with fellow Board Certified members as we set the stage for two days of powerful learning and collaboration.


🗓 Two Days of High-Octane Conference Sessions Dive deep into the cutting-edge strategies of Family Wealth Protection. With sessions meticulously crafted in 45-minute increments, your knowledge and skills will reach new heights. Go onto our Events page to see all the sessions - you will not be left wanting!


🎤 Australian and International Speakers Hear from the brightest minds and most influential voices in the industry. Our lineup of speakers will share their insights and experiences, offering you the tools to take your practice to the next level.


🛠 Adviser Panels & Interactive Case Studies Collaborate with your peers in dynamic adviser panels and hands-on case studies. Tackle real-world scenarios and gain practical solutions that you can implement immediately.


🌟 Grand Finale Gala Dinner - All White On the evening of October 7th, don your finest white attire for our Gala Dinner. Celebrate in style with a night of elegance, camaraderie, and unforgettable moments. Participate in our Gala auction, and support causes close to our community while enjoying the company of fellow leaders.


💼 Why Attend?

  • Elevate your expertise in Family Wealth Protection.

  • Network with like-minded professionals.

  • Gain insights from top-tier speakers.

  • Participate in engaging and practical sessions.

  • Experience the beauty and luxury of Koh Samui.

  • Tax deductible

Secure Your Spot Today!

Spaces are limited and the anticipation is high. Don’t miss out on this unparalleled opportunity to learn, network, and rejuvenate in one of the world’s most beautiful locations.


Register Now to ensure your place at the SAPEPAA Annual Conference 2024. This is your chance to not only enhance your professional skills but also to enjoy a memorable getaway.


Ready to Transform Your Practice?

Pack your bags, prepare your mind, and get ready for an adventure in excellence. We can't wait to welcome you to Koh Samui!



Detailed Agenda


SAPEPAA Two-Day Seminar Schedule in Koh Samui, Thailand


Day 1

9:00 AM - 9:30 AM: Welcome and SAPEPAA Update, Review, and Marketing

9:30 AM - 10:15 AM: Introduction to Family Wealth Protection

  • Overview of the importance of family wealth protection.

  • Defining family wealth and common risks.

  • Engaging anecdotes to highlight the critical nature of wealth protection.

10:15 AM - 11:00 AM: The Landscape of Family Wealth Protection in Australia

  • Detailed examination of the current landscape.

  • Wealth transfer trends and their implications.

  • Discussion on legislative environment and future outlook.

11:00 AM - 11:30 AM: Break

11:30 AM - 12:15 PM: Marketing to Baby Boomers

  • Demographics of Baby Boomers in Australia - $7 trillion in wealth

  • Strategies for marketing to Boomers

  • Leveraging into the next generation - why it is important to Boomers

12:15 PM - 1:00 PM: Common Risks and Threats to Family Wealth - Adviser Panel

  • Identifying major threats such as creditors, the ATO, family disputes, and divorce.

  • Practical tips for mitigating these risks.

  • Engaging group activity to identify potential risks in attendees' scenarios.

1:00 PM - 1:45 PM: Lunch Break

1:45 PM - 2:30 PM: Principles of Effective Wealth Protection

  • Deep dive into the six principles of wealth protection.

  • Interactive session on applying these principles to real-life situations.

2:30 PM - 3:15 PM: Case Study: The Edwards Family - Group work

  • Comprehensive case study illustrating the application of wealth protection principles.

  • Group discussion and analysis of the case study outcomes.

3:15 PM - 3:30 PM: Q&A and Recap of Day 1

  • Open floor for questions.

  • Recap of key takeaways from the day.


Day 2

9:00 AM - 9:30 AM: SAPEPAA AGM

9:30 AM - 10:15 AM: The Art of Succession Planning - Adviser Panel and Horror Stories

  • Importance of succession planning in family wealth protection.

  • Key strategies for effective succession planning.

  • Role-playing exercise to simulate succession planning scenarios.

10:15 AM - 11:00 AM: Asset Protection Strategies 

  • Detailed look at various asset protection strategies.

  • Legal structures like trusts and companies.

  • Interactive workshop on designing asset protection plans.

11:00 AM - 11:30 AM: Break

11:30 AM - 12:15 PM: Estate Planning Strategies for Family Provisions claims

  • Why joint assets are being attacked

  • Grandchildren and friends are making claims

  • Advanced strategies for estate planning.

  • The use of testamentary trusts and Living Trusts.

  • Group activity to draft an outline of an estate plan.

12:15 PM - 1:00 PM: Navigating Superannuation and SMSFs for Wealth Protection

  • Overview of superannuation and SMSFs.

  • Best practices for incorporating these into wealth protection strategies.

  • Interactive Q&A session to address specific attendee questions and how to advise on SMSFs

1:00 PM - 1:45 PM: Lunch Break

1:45 PM - 2:30 PM: The Impact of Marriage, Divorce, and Family Law on Assets 

  • Legal implications of marriage, divorce, and family law on asset protection.

  • Strategies to safeguard assets in family law contexts.

  • Discussion of recent case laws and their impacts.

2:30 PM - 3:15 PM: Case Study: The Clarke Family - Group Work

  • Detailed case study on how family law impacts asset protection.

  • Group analysis and problem-solving session to resolve the case study.

3:15 PM - 3:30 PM: Q&A and Final Recap

  • Open floor for final questions.

  • Recap of key takeaways from the seminar.

  • Closing remarks and next steps for attendees.



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