Professional Development

 

Our professional development courses and training have been designed to meet your learning requirements in SMSF and estate planning. All of our courses are built, designed and delivered in conjunction with practising, industry-leading professionals, at the very top of their profession. Our online learning, local and national events, are conducted by our highly respected associate law firm, Townsends Lawyers, as well as other industry leaders, covering key technical and topical issues.

 

Webinar on Trustee incapacity

With an ageing SMSF population what factors do we as advisers need to consider to determine whether our clients have capacity to act as a trustee? Jeff Song, Associate at Townsends Business & Corporate Lawyers will look at types of incapacity, the presumptions of sanity, stress test the SMSF for trustee incapacity and more.

To watch and listen to the webinar click here.

 

Webinar on Intergenerational wealth transfer strategies using different structures

Peter Townsend, Principal of Townsends Business & Corporate Lawyers will discuss the various structural issues relating to intergenerational wealth transfer including using testamentary discretionary trusts, bequests to an existing family trust, loan strategies for asset protection, buy/sell arrangements and of course the role of superannuation.

To watch and listen to the webinar click here.


EPAdvantage ‘Real Life Estate Plans’ Course – 18 CPD hours/points

We are pleased to advise that the EPAdvantage™ Real Life Estate Plans Course is now accredited by the FPA for FASEA and ASIC areas.

Our online, scenario-based course was designed in response to the many advisers who have asked us for a practical training course in estate planning, and address the most common estate plans, covering the needs of the majority of clients. Strengthen your working knowledge to position yourself as a vital partner in the estate planning process.

Duration: 1 x 2 hour weekly sessions x 10  |  Location: Online

To find out more, or to register please click here.

 

Webinars

Our webinar program is a great way to access our high quality learning from the comfort of your office or home. 

To find out more, please click here.

 

Technical Guides

Access the latest white papers and technical guides, including our complete guide to SMSF Borrowing, volumes 1 and 2. 

To find out more, please click here.