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Now available: Videos On Demand

The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning.

This series of videos will bring together a selection of topical estate planning sessions presented by an expert group of presenters who are prominent leaders in their field. An excellent resource for staff training.

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Purchase single sessions or purchase the bundle.
On Sale Now - Save 40%

$310 - Member
$372 - Non-member

Presentations

5 minute preview

Cutting edge estate planning techniques video

By Adrian Abbott, CTA, Crowe Horwath and Kevin Munro, CTA , Munro Lawyers

This video discussed tools, tips and new techniques practitioners are utilising to help families achieve their succession planning objectives including:

  • family constitutions/deed of family arrangements - what they are, what they cover and how to make them work well
  • how do they help address family law and asset protection issues?
  • what to look out for when reviewing family group structures
  • interlocking wills and testamentary trusts dealing with control and ongoing business management.
Individual video

$99 - Member

$121 - Non-member

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5 minute preview

Retired and Moving Overseas – The Tax Issues

By Robert Campbell, CTA, McLeod Campbell & Associates

If a client is retired and moving abroad, it is important that the issues, opportunities and consequences are identified and understood, including:

  • main residence land tax and CGT impacts
  • impact on any associated SMSF
  • central management and control of non-Australian companies and trusts
  • basis of assessment going forward - resident versus non-resident; does withholding tax apply?
  • medical support & insurance (Medicare)
  • understanding what needs to be done by whom and when.
Individual video

$99 - Member

$121 - Non-member

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5 minute preview

Post Retirement Living – the best for your clients

By Scott McGill, CTA, Moore Stephens Sydney andLouise Biti, CTA, Strategy Steps

Clients are increasingly looking to their accountants and advisors to assist them with, not only their financial affairs, but also how to best structure their post-retirement living. Critical to this is understanding the landscape and how the funding models work. This session helps you understand what you are dealing with and then help you deal with client demands in this complex area.

Individual video

$120 - Member

$135 - Non-member

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5 minute preview

It Aint’t Over ‘Til It’s Over (Binding Financial Agreements)

By Therese Cantanizi, 13 Wentworth Selborne Chambers

The will has cut you out, is this then the end of the story?
This addresses:

  • When do you have a claim against another person’s assets
  • What is a Binding Financial Agreement (BFA) and what role does it play?
  • Is a BFA different to a court approved settlement or a deed of family arrangement
  • How enforceable are each of these?
  • When can a BFA be put in place and what requirements must be satisfied
Individual video

$99 - Member

$121 - Non-member

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5 minute preview

Passing Assets to your children

By Peter Bobbin, CTA, Argyle Lawyers

Many families have worries about lending/giving/leaving money or other assets because of concerns about their children’s partners or troubles in blended families. This session will consider these issues, whether it be during life, on death or after death 

Individual video

$99 - Member

$121 - Non-member

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Get all of the Estate Planning videos from $310 (that’s a 40% discount!)

Member
$310
$516 (20% discount)
Non-member
$372
$619 (20% discount)