Free Seminar for Financial Planners:

5 September 2018!

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:

Click to view flyer

  • 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:

  • Conveyancing
    - PEXA
    - Residential Conveyancing


Let us know you're coming for catering purposes