Time: 7:30am - 9:30am
Location: Ground Floor, Brookfield Tower 2, 123 St Georges Tce, Perth
RSVP Date: 10th September 2026
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Planning for the future of your business has become increasingly important in a changing tax, regulatory and economic environment.
Whether you are considering retirement, transitioning ownership to family members, selling to management or bringing in new investors, a well-developed succession plan can help protect the value you have built while managing risk and ensuring business continuity.
During this session, our speakers – HLB Mann Judd Business Advisory Services Partner David Prescott, Jackson McDonald Tax & Corporate Partner David Murphy and Westpac Relationship Director Steven Govorko – will provide practical insights from accounting, legal and banking perspectives. They will cover succession strategies, lending and finance considerations, ownership transition, restructuring opportunities, risk management, and the potential implications of recent Federal Budget announcements. Following the presentations, there will be a panel discussion and interactive Q&A session.
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