Superannuation & Estate Planning: Will-ing it to happen isn’t enough
Join us for our next webinar + seminar!
Date: 20 June 2024
Time: 7:30 am
Venue: Aitken Partners
Location: Level 28, 140 William Street Melbourne, VIC 3000
As financial landscapes become increasingly complex, effective estate planning and wealth transition are more critical than ever. This seminar will cover essential topics to help you secure your legacy and ensure a smooth transfer of wealth.
Panel Discussion:
- Wealth Transition: Understand the fundamentals of passing on your wealth effectively.
- Binding Nominations: Learn about the importance of binding nominations and how to use them to secure your superannuation benefits.
- Super & Estate Tax: Navigate the complexities of superannuation and estate taxes to minimize liabilities.
- Family Trusts: Explore the role of family trusts in protecting and managing your assets.
- Strategies: Discover strategic approaches to maximize your estate’s value and benefit your heirs.
Secure your spot today and take a proactive step towards safeguarding your financial future.