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Incorporating estate planning into your practice

9 Oct 2024 3:00PM – 4:15PM AEDT
Death benefits & estate planning

$160.00 +GST

Audience

This training is recommended for: 

  • All practitioners working with SMSFs  
Audience

Learning outcomes

On completion, participants will be able to: 

  • Identify Permissible Estate Planning Services: Understand the scope of estate planning services that accountants and financial advisors can offer without crossing into legal advice, ensuring compliance with professional and legal standards. 
  • Conduct Effective Client Reviews: Develop the ability to assess a client's current estate planning situation, identify potential gaps, and ask the right questions to ensure comprehensive coverage of their estate planning needs. 
  • Collaborate with Estate Planning Lawyers: Learn how to effectively partner with specialist estate planning lawyers to enhance the quality of estate plans, ensuring that all legal aspects are properly addressed while maintaining your advisory role. 
  • Integrate Estate Planning into Your Practice: Gain practical insights on how to seamlessly incorporate estate planning services into your existing practice, adding value for your clients and expanding your service offerings. 
Learning outcomes

Relevancy

This webinar will be presented live on 09/10/2024.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows: 

  • Regulatory compliance and consumer protection: 0.5 hours
  • Client care and practice: 0.5 hours
  • Tax (financial) advice: 0.25 hours 
CPD hours

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This webinar is part of an exclusive three-part series focused on navigating the complexities of death-related topics. Each session in the series is designed to provide valuable insights and guidance, ensuring you’re well-prepared for every aspect of end-of-life planning and beyond.

Find out more

Join Mark Ellem, Head of Education (SMSF) and Matthew Burgess, Director View Legal for an insightful webinar designed for accountants and financial advisors looking to expand their services by incorporating estate planning into their practice. This session will equip you with the knowledge and tools to offer estate planning guidance while staying within your professional boundaries. 

Key Takeaways from the Webinar: 

  1. Understand Your Role in Estate Planning: Learn how to navigate the fine line between providing valuable estate planning advice and stepping into legal advice territory. We’ll cover what services you can offer your clients and where to draw the line. 
  2. Client Reviews Made Simple: Discover the critical elements to consider when reviewing a client’s estate planning needs. We’ll provide you with the key questions to ask and strategies to identify gaps in your client’s current plans. 
  3. Collaborate with Legal Experts: Learn how to effectively partner with specialist estate planning lawyers. We’ll show you how to leverage their expertise to lock down your clients’ estate plans and ensure all legal documents are airtight. 
  4. Real-World Application: Dive into a case study that demonstrates how successful integration of estate planning services can lead to better client outcomes and enhance your practice’s value. 

 

Registration includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • Recording and materials available to access for 3 months after the event 
  • Reference guides, slides and case studies 
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Guest presenter: 
Matthew Burgess
Director
View Legal

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Presented by

Mark Ellem
Head of Education (SMSF)
Accurium
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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
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