16 December 2021 - Succession, Asset Protection and Estate Planning for Accountants: 101

The Productivity Commission has just released a report showing that $120Bn was transferred by way of inheritances in 2018 with an expectation of $6 trillion in the next thirty years. It is a booming industry for accountants who hold the financial keys to their clients' castle. The question is - can accountants provide succession advice? What about trust estate planning and protecting inheritances from litigation, as well as a process for providing Wills and testamentary trusts for clients?

There is a demand for clients who want to be fulfilled and accountants are front and center. But where do you start?

In this roundtable, Grant Abbott and Michael Jeffriess from LightYear Docs and Accountis, Michael Samu from Think Big, and Peter Mamara Stewart from PCR Accountants, will start at ground zero for accountants and cover topics such as:

1. How to get started and how to discuss this with your clients.
2. The ideal client communications and how to do the basics.
3. What to charge.
4. Why you do not need to be licensed to provide succession.
5. Asset protection and estate planning advice.

The session has one CPD hour under Tax Practitioner's Board guidelines, one CPD hour for the Succession, Asset Protection, and Estate Planning Advisers Association and 1 hour of client care for FASEA.

Attachment:

16 Dec 2021 - Resource and Links Sheet