2025 is going to be a pivotal year for SAPEPAA advisers and the broader community. From its beginnings three years ago we have grown slowly and now have more than 250 SAPEPAA advisers. Each day we see articles and media filled with fights between families and whether we like it or not we are in the middle of it as SAPEPAA advisers. No estate planning lawyers, asset protection consultants or family offices have what we have.
With $10 trillion in wealth to pass between Australian generations and $78 trillion in the US never has there been a better time for SAPEPAA Advisers to:
deliver value added strategies and a family wealth protection foundation for our clients and prospective clients
spend more time on their SAPEPAA business - if you don't tend the garden only weeds grow. SAPEPAA advising is a game of experience and some of our advisers have advised more than 50 clients - where are you at now?
add high level SAPEPAA advising income to our current compliance revenue
protect from future AI encroachments in the accounting and definitely the financial planning industry. In December Basis AI raised over $30M to bring its accounting AI agents to the accounting market.
2025 News for SAPEPAA Advisers
There will be three half day strategy sessions held again this year with a range of speakers and would love your thoughts on topics - please contact cris@sapepaa.org.au Dates will be announced shortly for you to put in your diary.
As noted at last year's conference SAPEPAA advisers are expected to obtain 30 hours of CPD in one of the five SAPEPAA adviser competency standards. At this stage we are waiting on a CPD tracker to make the role of monitoring your CPD seamless so CPD requirements will start from 1 March 2025.
We will be awarding SAPEPAA advisers who have been Board Certified for two years and have completed CPD requirements - post nominals to add to their signature. At this stage the Board is looking at CESPA - Certified Estate Succession and Protection Adviser. If you have any ideas please let us know. Formal allocation will commence from 1 April 2025.
We have held three international conferences with the last being the most detailed and technical conference that I have been too in a long time. Case studies are definitely the way forward as is client interview techniques - so expect that for this years conference which we are looking at returning closer to home - Fiji in October, 2025. Let us know if you would prefer Sunshine Coast Qld.
You will also receive throughout the year a weekly technical strategy bulletin which will cover a specific technical issue. This is for your education and will cover some of the more advanced topics that we see as SAPEPAA advisers so be on the lookout as it comes out each Friday starting February 2025. If you have a blog or technical question you would like raised then please send to cris@sapepaa.org.au
Personal Message
In December 2024 my book Family Wealth Protection was launched and become a best seller on Amazon. It is a must read for all SAPEPAA advisers - you don't want your clients to be asking you questions you dont know the answer to. SAPEPAA advisers are heavily promoted in the book - so we need to make sure your SAPEPAA adviser page is up to date!
By way of feedback recently I was doing a session for an adviser's client from NT who had read the book. I asked him to give me feedback. He said he learned so much and that the night before the meeting he spoke to 30 of his cousins, children and family about the potential dangers of family wealth being attacked. The adviser got two more clients!
It made me feel proud of all the work that I did getting the book out there to explain the importance of family wealth protection and how SAPEPAA advisers can guide you through the maze. If you have not got a copy - go to www,grantabbott.com or you can get it on Amazon kindle or on-demand publishing.
This is the book to drive SAPEPAA forward! And finally a SAPEPAA adviser with two years experience should be doing at minimum two SAPEPAA cases per month - completed not just interviewed. It is time to ramp up your SAPEPAA work - no matter where you are at and if you need help let us know.
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