Where There's a Will, There's a Way – Estate Planning for Your Future
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Who is TAG Financial Services
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
What to expect from this session:
Did you know that more than 52% of Australian adults don’t have a will? It's understandable—many people feel they’re not wealthy enough, too young to plan, or find it hard to think about. Some might even worry it’s too expensive. But creating a will is an empowering step toward taking control of your future. It allows you to decide how your assets are distributed, ensuring your wishes are respected and giving you peace of mind knowing your loved ones will be looked after. It’s never too early to start planning, and every step you take now helps protect your legacy. As trusted advisers we use our position to assist clients to secure your wealth – you work too hard for it to end up somewhere you don’t want!
Join TAG Financials’ estate planning experts - Jason Roccasalvo, Partner, Superannuation Advisory & Audit, and Emma Partenza, SMSF Senior Manager, for an exclusive webinar on estate planning. Learn how to safeguard your assets and ensure your wishes are carried out when you're no longer here. Using real-life case studies, you’ll learn from both successful and poor estate planning decisions to help you make informed choices to protect your legacy.
What you'll learn:
- Essentials of Estate Planning: Understand how to ensure your loved ones receive what you intend.
- Key Estate Planning Strategies: Tips for creating a strong and effective estate plan.
- Wills and What They Cover: Learn the critical differences between what a will includes and excludes.
- Managing Wealth and Taxes: Tactics to protect assets and minimise taxes, including strategies for pre/post-CGT assets, superannuation, testamentary trusts, and how to minimise death benefit taxes in super.
Don’t miss this opportunity to gain the knowledge you need to protect your legacy and secure your loved ones’ future through better estate planning and superannuation strategies.
About Jason Roccasalvo
Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. He is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.
About Emma Partenza
Emma is a Senior Manager in the Superannuation Advisory Division. Emma has extensive Self-Managed Super Funds knowledge having specialised in superannuation for over 13 years. She is passionate about going above and beyond to provide the best superannuation solutions for clients. Her ‘hands on’ approach is respected by both clients and advisors alike.
