×

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

robert-anasch-s04x1QTNnCA-unsplash
Uber Eats chewed out for unfair terms

Uber Eats is the latest big business to come under fire for unfair terms in its standard form contracts, as the ACCC continues its crackdown.

Read more
Close-up of businessman stopping the effect of domino with hand
End of the corporate veil for SMEs?

A bill that was reintroduced to parliament in July 2019 may spell the end of the corporate veil separating directors from their business liabilities.

Read more
cheerful-coffee-colleague-1331971
Employee Share Schemes and Capital Raising

At our Wednesdays With Redchip event in August, our experts looked at two interacting strategies for businesses experiencing, or striving for, high growth.

Read more