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Modern Estate Planning Forum

Changes to Superannuation rules, longer lives, complicated families and greater wealth are heralding a new era in estate planning advice for wealthy Australians.


Conference Topics

  • Super & SMSF – rules and new strategies
  • Asset protection – best practice
  • Business succession tax considerations
  • Strategies for clients' and their families
  • Business workshops – making your business fit for estate planning advice
  • Making money from estate planning – top tips from practitioners
  • Philanthropic giving – when it pays
  • Trusts and other angles
  • Smart succession planning strategies

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12 CDP Points