There is a need for all Australians to ensure they have an Estate Plan in place, which means more than just having a Will. Where superannuation is concerned, a Will is an inadequate mechanism of transferring wealth to a nominated beneficiary.
We have created these Standard Terms and accompanying Proposal Guidelines to protect designers from engagement risks and to encourage best business practice.
Yodal supports advisers in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.
Check out Yodal’s revamped look!
Options are becoming increasingly mainstream. As their use has grown, so have the opportunities to add convenience and flexibility to property transactions.
With our ubiquitous media channels bombarding us with all this negativity, it’s no wonder people are searching for good.
In our February event, Wednesdays With Redchip, our presenters Ian Tindale and Trung Vu looked at asset protection strategies. View the slides from this presentation here.