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.

Did you know that more than 52% of Australian adults do not have a will? This means that many people risk leaving their loved ones without clear guidance on how to manage their estate. As trusted advisers we should be using our position to assist clients to secure their wealth – they work too hard for it to end up somewhere they don’t want!

Join Jason Roccasalvo, Partner, Superannuation Advisory & Audit, and Emma Partenza, SMSF Senior Manager, for an in-depth webinar tailored to accountants who want to enhance their knowledge in estate planning and superannuation. Leveraging real-life case studies, this session will empower you with the tools to better support complex estate planning cases and superannuation matters for your clients.

What you'll learn:

• Essentials of Estate Planning: Understand how to ensure assets are distributed to the right people, at the right time, and in the right manner.

• Tips & Challenges in Estate Planning: Avoid pitfalls such as frozen assets and ensure smooth transitions for clients.

• Tax Implications: Address ongoing challenges like CGT, Death Benefits Tax, testamentary trusts, and more.

• Reactive Estate Planning: How to manage estate issues when someone passes away, including business investments, cash flow management, and tax implications.

• Simplicity in Complex Situations: Learn how to simplify complex beneficiary scenarios and provide clear, actionable solutions for your clients.

Don’t miss this opportunity to elevate your estate planning and superannuation expertise.