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The Financial Adviser's Toolbox

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Fraser's King Park
West Perth WA, Australia
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Birchstone Legal Group
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Event description

As a financial adviser, the tools in your toolbox are what allow you to provide value to your clients. Sharpen your tools by joining Birchstone Tax Law as we run through some recent legal developments and strategies for your clients.
 
This seminar will cover several additions (or refreshers) to your toolbox:

  1. estate planning inertia - strategies to overcome it;
  2. seven common estate planning mistakes;
  3. 'gift and loan back' strategy - what is it and does it still work?; 
  4. section 100A - what is it and why does it matter?; and
  5. small business CGT concessions and rollovers - how these can benefit your clients and the essentials that you need to know.

Breakfast will be served from 8am and the seminar (presented by Daniel Taborsky, Lisa Monaco and Nathan White) will start at 8:30am.

This seminar will be accredited by the Financial Planning Association of Australia for 1 CPD hour.

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Fraser's King Park
West Perth WA, Australia
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Hosted by Birchstone Legal Group