Events

Sharing knowledge through informative, complimentary seminars.

 

 

 

Seminars at Marsh & Partners

 

At Marsh & Partners we are passionate about sharing knowledge and developing businesses.  

Our client seminars are designed to be interactive, informative and to generate discussion.

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ESTATE PLANNING:  Protecting you, your money and your family

Tuesday 11 June - 7.30am to 9.30am

Estate Planning

 

Presented by Terry Brauer (Partner, Chartered Accountant, Strategic Tax Consulting & SMSF Specialist) and Blake Thompson (Certified Practising Accountant & Strategic Tax Consulting Supervisor) the session will focus on the critical issues to consider when developing an estate plan.

 

What will this session cover?

 

Estate Planning is far more involved than simply preparing a will and putting it in a safe. Find out how a comprehensive estate plan will protect your assets and your family.

 

Our experienced presenters will be discussing the following estate planning fundamentals:

  • Basic Wills and what to consider
  • Control and transfer of Companies, Trusts and Superannuation Funds
  • Testamentary Trusts and why they are beneficial
  • Death Benefit nominations in superannuation
  • Assets you can give away on death and assets you can’t give away
  • Family law considerations

 

Come along and join the in the conversation over breakfast.

To register your interest in this seminar, please contact Marsh & Partners - (07) 3023 4800 or This email address is being protected from spambots. You need JavaScript enabled to view it..

 

 

 

 

 

 

 


 

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