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Estate Planning Day
Published on 12 Nov 2015 | Took place at City West Receptions, West Perth, WA
This event helped practitioners gain an in-depth understanding of estate planning issues while staying on top of recent developments. Participants learnt about current strategies as they explored the opportunities and pitfalls you should be aware of when advising your clients.
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Individual sessions
The current landscape
Author(s):
Jim O'DONNELL
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“Binding” financial agreements - Will these amendments get it right?
Author(s):
Andrew DAVIES
This paper covers:
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Estate planning and superannuation
Author(s):
Jemma SANDERSON
This paper covers:
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Insurance funding & succession planning
Author(s):
Geoff IVANAC
This paper covers:
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Passing control of relevant entities on death or legal disability - A holistic approach
Author(s):
Jocelyne BOUJOS
This paper covers:
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