Wayne Lear TEP FSSA MFinPlan

Speaker – Wills & Estates

Family Wealth Strategist

Wayne Lear is a highly regarded Family Wealth Strategist with more than forty years of experience working with families navigating complex financial, collaborative law, and estate planning matters. A Trust and Estate Practitioner (TEP), Fellow SMSF Specialist Adviser (FSSA), and holder of a Master of Financial Planning (Deakin University, Dean’s Award), Wayne brings a unique blend of technical expertise and emotional intelligence to his work.

As a Financial Neutral in collaborative family law, Wayne works closely with lawyers, mediators, and clients to achieve clarity and fairness in financial settlements and intergenerational wealth transfers. His practice, Familia Wealth, is dedicated to helping families make informed, values-based decisions during times of transition.

Wayne’s lifelong commitment to education, empathy, and excellence continues to shape his mission — empowering families to protect, preserve, and purposefully direct their wealth across generations.

Diagnose

traditional tax and super sequencing errors that undermine equitable settlements under the Family Law Act 1975 (Cth) and associated super-splitting regulations.

Apply

behavioural-finance tools—particularly the MoneyMax typology and money-trait framework—to interpret client decision patterns in negotiation and drafting.

Design

cross-disciplinary settlement workflows integrating Financial Neutrals, legal technologists, and SMSF strategies to deliver transparent, sustainable outcomes.

Rewriting the Rules: Disrupting Traditional Tax & Super Approaches

“You don’t know, you don’t know.”

For decades, family-law settlements have relied on mechanical tax and super formulas—often drafted without recognising timing, behavioural bias, or intergenerational impact.

This session rewrites those rules. Wayne Lear draws on 40 years of collaborative financial practice to reveal how outdated sequencing between trusts, SMSFs, and estates distorts fairness and outcomes. You’ll explore the new frontier where super-splitting laws meet behavioural science, uncovering how client money personalities and inherited financial patterns quietly dictate negotiation dynamics. Using live case studies and a disruption toolkit, Wayne demonstrates how Financial Neutrals, lawyers, and technologists can co-design settlements that are technically sound and emotionally sustainable.

Attendees leave with practical frameworks, insight into self-managed funds as family-resolution vehicles, and a renewed ability to see what they—and their clients—didn’t know they didn’t know