Adviserlink Learning Courses
Friday, December 8th 2006, 12:00AM
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
To register or for more information about this seminar, please contact Zofia on (04) 4711391 or zofia@adviserlink.co.nz
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