05 November 2020 - The Launch of the Amazing Moat and Castle

In this session we will look at the Super Moat where an adviser can complete - in one interview the following documents: Family Protection Trust, the Protector gift and loan back strategy, upgrade of discretionary trust to family protection or leading member trust, upgrade of SMSF to leading member SMSF, upgrade of trustee company constitutions for family lineage protection, reinvigorating a pension with multiple reversionaries and estate planning options, a SMSF Will, family allowance agreement for dependancy death tax purposes and Wills with or without testamentary trusts plus enduring powers of attorney. To be seen to be believed.