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