- Success Hub
- Webinar & Training Replays
- Training and Workshop Sessions - Advanced Learning
-
API Integrations
-
How to Videos
- Platform Training Videos
- Current Business & Commercial Agreements Documents
- Current Estate Planning Documents
- Current Company Establishment Documents
- Current Company Variation, Upgrades and Admins Documents
- Current SMSF Borrowing Documents
- Current SMSF Establish, Maintain and Upgrade
- Current SMSF Income Streams Documents
- Current Strategists Only Documents
- Current Trust Establishment Documents
- Current Trusts Maintenance Documents
- Current Human Resources Documents
-
Webinar & Training Replays
-
Strategy & Solutions
-
Legal & Technical Queries
-
Resources Section
-
Release Notes
-
In The Media
14 October 2020 - Estate Planning Case Study and Advising Guide - Session 2 of Succession, Asset Protection Workshop
In this session Grant Abbott from Abbott & Mourly looks at a simple case study leading to spousal Wills and enduring powers of attorney. Tin Munro from Change GPS takes participants through his letter to go to clients detailing all the succession, asset protection and estate planning services that can be offered to a client and what to charge.