If you're a Financial Planner, you're invited to a free seminar!
Join us on 5 September 2018 for lunch and to hear Jessica Amberley discuss topics like:
- Testamentary Trusts and Asset Protection
- Bloodline and 3G trusts
- How good is the protection?
- Additional strategies
- Tricky Gifts
- Overseas assets
- Digital assets
- And some Will gifts you won’t believe...
- Current Super Landscape & Wills
- Transfer balance caps and Wills
- Downsizer provisions
- Getting BDBNs right
We'll also hear briefly from Kezi Welch on:
- Residential Conveyancing
Let us know you're coming for catering purposes