14 April 2021 - Master Strategy Day Case Study Solutions

Time flew by in the Master Strategy Day and we did not have time to do a deep dive into the cases. IN this two hour session we do a deep dive on two case studies from a succession, asset protection and estate planning perspective. From this session you will get a timeline on how I look at the cases, what the key points are, the solutions to the problems and what documents and other advice should be drafted.

2 CPE points for Tax Agents and 2 CPD points for FASEA/ASIC with 1 hour client care and practice, 0.5 hours professionalism and ethics and 0.5 hours.

Master Presentation Case Study Solutions