Best Practices in Wealth Management

Webinar Series

estate planning equation preventative law webinar series

Help your clients achieve their long term goals, both personal and for their family. Maintenance of wealth into the future can be a challenge, given the complex legal and taxation issues clients face. This webinar series will set practitioners up with practical information and relatable knowledge to help your clients.

Price:  $113 for member | $138 for non-member

CPD Hours: 1.5 hours

Presented by: Allan Swan


Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Preventative Law. Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies and is also a director of the Law Institute of Victoria. Allan has 3 specialist accreditations, namely as a Chartered Tax Advisor, Trust and Estate Practitioner, and an Accredited SMSF Specialist TM. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

Check out the topics:

Estate Planning and Blended Families
Date: Tuesday, 24 April 2018
Description: How to resolve competing agendas when parent or step parent dies.

Tax and Business Structure
Date: Tuesday, 29 May 2018
Description: Trading vs holding entity. What to consider and how to plan for expansion.

Tax and Family Trusts
Date: Tuesday, 26 June 2018
Description: How to get maximum taxation advantage from family trusts

Tax and Deceased Estates
Date: Tuesday, 31 July 2018
Description: Pitfalls and concessions for executors and administrators to consider

Estate Planning and Incapacity
Date: Tuesday, 28 August 2018
Description: Consideration in personal estate and super when incapacity happens.

SMSFs - Tracking from Age 50 to Age 80
Date: Tuesday, 18 September 2018
Description: How to get the most benefit from SMSFs in old age.

Family Trust Deeds
Date: Tuesday, 30 October 2018
Description: Setting out key roles, the extent of trustee powers, and its limit.

Vulnerable Family Members
Date: Tuesday, 27 November 2018
Description: This webinar looks at a range of issues impacting on vulnerable family members, ranging from eligibility for health care card to income tax considerations.


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