Insights and Perspectives: Intergenerational Wealth
Sept
3
5:15 pm17:15

Insights and Perspectives: Intergenerational Wealth

Australia is undergoing its largest-ever wealth transfer, with Baby Boomers set to pass trillions to the next generation. Without the right planning, legacies risk being diminished by tax, disputes, or poor structuring.

Join the Shaw and Partners GP Wealth Team for an exclusive boardroom dinner with Simon Bennett, Founder of Southern Waters Legal. With over 20 years’ experience advising affluent families, Simon will share practical strategies for estate structuring, asset protection, business succession, and managing complex family arrangements.

RSPV now to learn how to preserve your legacy and ensure a smooth transfer of wealth for future generations.

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Inside the Game: XV Capital with Stirling Mortlock AM
Jul
30
11:45 am11:45

Inside the Game: XV Capital with Stirling Mortlock AM

The Shaw and Partners GP Wealth Team invites you to an exclusive boardroom lunch with XV Capital, featuring Wallabies legend Stirling Mortlock AM. As the Lions Tour nears, enjoy an insider’s view on sports-tech investing and hear firsthand stories from a decorated rugby career. Discover how XV Capital is shaping the future of sport through innovation and global opportunity.

Limited seats—RSVP Now.

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Insights and Perspectives: Five V Capital
Jul
25
11:45 am11:45

Insights and Perspectives: Five V Capital

Join the Shaw and Partners GP Wealth Team for an exclusive boardroom lunch featuring Tim Cooper, Co-Founder and Managing Partner of Five V Capital—one of Australia’s leading private equity firms.

This is a rare opportunity to hear directly from one of the country’s top mid-market investors and engage in meaningful discussions around private equity, innovation, and value creation.

Limited seats—secure your spot now.

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Understanding Property: Owning versus Lending
Jul
25
5:00 pm17:00

Understanding Property: Owning versus Lending


You are cordially invited to an exclusive GP Wealth event featuring two distinguished presenters who are experts in the field of property investment.
 

Understanding Property: Owning versus Lending

 

Join us as we explore commercial investment opportunities with Elanor, one of the nation’s leading commercial property managers, and learn from Barwon, one of the markets leading property credit funds.


Elanor will share their investment approach in identifying and acquiring underappreciated yet high quality commercial property assets and leveraging their expertise in unlocking value that deliver superior risk adjusted returns for investors.     

Barwon will provide valuable insight into their First Mortgage Fund that taps into the property debt sector, a sector that has seen significant growth in recent years and been able to provide stable returns relative to other property sectors. The Fund generates returns from debt facilities provided to Australian real estate secured with a registered first mortgage status.   

We look forward to welcoming you to this insightful event.

 

Event details:

  Date: Tuesday, 25th July 2023
Location: Shaw and Partners
                 Level 7, Chifley Tower, 2 Chifley Square Sydney NSW 2000
Time: 5:15pm arrival for 5.30pm start

 

Special guest speakers:

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Generating Income: It's all about Yield
May
3
5:30 pm17:30

Generating Income: It's all about Yield

Shaw and Partners has the pleasure of inviting you 
to an exclusive presentation
 

Generating Income: It's all about Yield

 

After one of the most aggressive rate hiking cycles in recent history, fixed and floating rate securities have regained popularity, now offering investors highly attractive yields with relative downside protection.
 
Given the attention in this space, many of our clients are looking for guidance on the credit market outlook and seeking advice on how to capitalise on the potential benefits credit is now offering.  
 
Please join us for a highly sought-after and exclusive event hosted by the GP Wealth Team as we welcome a number of industry leading experts to learn how to provide your portfolio with reliable, consistent income and capital protection.

Please RSVP your attendance on the link below as canapes and refreshments will be provided on the night.

If you are unable to join us in person, please contact me for Zoom details.

 Event details:


Date: Wednesday, 3rd May 2023
Location: Shaw and Partners
                 Level 7, Chifley Tower, 2 Chifley Square Sydney NSW 2000 & Via Zoom
Time: 5:15pm arrival for 5.30pm start


Special guest speakers:

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