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  Superannuation Estate planning Succession

An overview of your clients estate planning

Source: New South Wales

Published Date: 5 Mar 2014

 

This presentation covers:

  • listening to your client
  • understanding the present family structure and concerns and the present assets/businesses and business structures
  • understanding the clients intentions for the future
  • recognising that things change over time what might be right now may not be right later and allowing for flexibility
  • balancing cost and the ideal plan
  • communicating clearly with you client so that there are no misunderstandings
  • setting out things in a memorandum of wishes or letter of instruction.

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Author(s)

Individual Session

An overview of your client's estate planning

Author(s): Peter Bobbin CTA
Materials from this session:

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Details

  • Published By: Peter Bobbin CTA
  • Published On:5 Mar 2014
  • Took place at:National Australia Bank, Sydney

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Superannuation Estate planning Succession 2014

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