×

Estate Planning for Advisers

Beautiful Woman Portrait Against The Brick Wall

Are you ready for the Endgame? Almost half of Australian adults aren’t, and pass away without a Will in place.

Professional advisers, such as accountants and financial planners, are in an ideal position to help their clients prepare for the inevitable by taking steps to get their Estate Planning sorted. They even have a duty to do so.

In our recent Wednesdays With Redchip event, Playna Ho and Ian Tindale discussed Estate Planning issues relevant to accountants, financial advisers and their clients, including:

  • Estate Planning considerations for clients with structures
  • How Testamentary Trusts work
  • Building Estate Planning services into your practice and avoiding legal risks
  • Yodal – Estate Planning technology for advisers

View the slide presentation below and don’t hesitate to contact us for more information.



Please note this presentation was prepared for accountants, financial planners and professional advisers.

We host Wednesdays With Redchip on the third Wednesday of each month. See our upcoming events here.

Please get in touch with our team if you have any follow up questions to the content provided.

 

Back to Articles
Redchip

Recent Articles

Director id image Photo by Ono Kosuki from Pexels
Director IDs – What you need to know ahead of the November rollout

All Australian Company Directors will soon be required to register themselves with a Director ID – a unique identifier that will be kept indefinitely and applied across companies.

Read more
kelly-sikkema-61BQ1JhTKik-unsplash
Changes to electronic signing for companies

The Federal Government has introduced new temporary rules in relation to electronic signing and virtual meetings. The rules are effective from 14 August 2021 and expire on 1 April 2022.

Read more
pexels-gustavo-fring-4173193
Increased protections for Australian consumers and what it means for your business

As of 1 July 1 2021, the monetary threshold for consumer purchases protected under the Australian Consumer Law (ACL) significantly increased.

Read more