Trusts & Asset Protection Strategies

Now in it’s second year and held in Brisbane, Sydney & Melbourne the Trusts & Asset Protection Strategies Masterclass is an intensive one-day session designed to give advisers and accountants the skills and knowledge to assess the structural planning opportunities available for their most valuable private clients. 

 

Key Sessions

  • Best practice strategies and solutions for private clients
  • Practice planning opportunities using testamentary and discretionary trusts
  • True crimes against asset protection – what has and can go wrong?
  • Alternative trust vehicles (cloning and splitting)
  • Protection strategies within a SMSF and incorporating alternative trust vehicles for succession

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In One Sentence

A one–day intensive Masterclass for financial advisers, accountants and lawyers

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