09 December 2020 - The Succession, Asset Protection and Estate Planning Advisers Brief

The key to creating a successful blueprint for any family enabling them to grow their family wealth inside a protective cocoon is knowledge of family succession, asset protection and estate planning strategies. In Australia this space counts for more than $5 trillion in assets and never has there been a better time for accountants, planners and other financial services professionals to work toward industry accreditation. BUT there is no professional body at this stage to set up the relevant accreditation.

As advised we have established the Succession, Asset Protection and Estate Planning Advisers Association (SAPEPAA) as a not for profit company and are ready to set down an implementation plan to get it going. Come to this first meeting where Grant Abbott will go through the vision of SAPEPAA and what is needed to be done to get it up and running and recognised. Be in on the ground floor.