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Investors group Seminar

18th April @ 10:00 am - 12:00 pm

Presenter: Brendan Bates, HLB Mann Judd
Topic:  The Family Conference

Why end-of-life planning is important

End-of-life planning is a crucial process that everyone should undertake and is often overlooked or delayed due to the uncomfortable nature of the topic. However, it’s much easier to make the best choices and have the important conversations now rather than waiting until your final days. Taking the time to plan for end-of-life is incredibly important for both you and your loved ones. By planning for the future, you can ensure that your wishes are met and that your loved ones are not left with the burden of making difficult decisions during an already stressful and emotional time.

Examples of making your wishes known;-

  • Medical information etc:  e.g. will location, power of guardianship (EPG). Advanced Health Directive details, Organ donation details, Blood type, medical conditions, medications, allergies & reactions, Health insurance information, Primary doctor (GP) information, Preferred hospital, preferred pharmacy.
  • Financial Information: Financial Power of attorney (EPA). Bank accounts information, Credit Cards, Store accounts. Investments, stockbroker. Automatic debited payments (e.g. utilities, tax records/tax agent, debt information e.g. mortgage, loans.
  • Key Contacts: e.g. Executor(s), solicitor, accountant, tax agent, financial adviser, insurance agent, health care provider, clergyperson.
  • Your proffered funeral arrangements
  • Many superannuation funds include life insurance, death and disability insurance: what will happen to your superannuation when you die and who they’ll pay it to.
  • In our increasingly digital world, it’s important to make sure that your digital assets are taken care of when you die.
  • Storing all crucial info in one secure, accessible place.


Members: Entry free, morning tea/coffee $3

Guests: $10 (including morning tea/coffee)



18th April
10:00 am - 12:00 pm
Event Categories:


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Cambridge Bowling Club
Chandler Avenue West
Floreat, WA, 6014 Australia
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