Adviserlink Learning Courses

Asset Planning and Trusts-the latest developments presented by Adviserlink Learning in conjunction with Guardian Trust. Attend this event and tap into the expertise of Trust and Asset Planning specialists! Friday 8 December 8.30 am– 4.30pm, Crowne Plaza, Auckland
$295 incl GST per person Key topics and Guardian Trust speakers
Trusts and Estate Planning- Tax Implications-Mike Dunn, Corporate Tax Manager
Asset Planning Advice Process and hot topics re Trusts-Chris Kelly, General Counsel, Personal Client Services
The Broader View-Asset Protection/Tax Efficiency/ Succession—Mark Cassidy, Manager Business Innovation Why should you invest in this highly interactive 1 day seminar?

• Update yourself on the latest tax changes and the implications for Trusts and Asset Planning
• Integrate asset planning through a quality advice process
• Discuss and debate hot topics such as sham trusts, alterego trusts, mirror trusts, resettlements and changing trustees
• Get the right balance between Asset Protection/Tax Efficiency and Succession
• Understand your obligation to provide for yourself and others
• Work with real-life case studies in the practical application of Asset Planning
• Earn 5 Technical CPD credits