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Succession and Estate Planning Adviser Conference 2020

23 March @ 9:00 am - 24 March @ 4:00 pm

Become an accredited Succession and Estate Planning adviser, the most important adviser to a family seeking to protecting its wealth.

There is more than $3 Trillion set to pass between generations over the next 20 years and many Australian families with nil or ineffective estate plans that places investment properties, shares, superannuation and the principal place of residence are at risk. Let’s face it with this sort of money, expect legal challenges galore and with an average cost of 10+% of the estate going in legal fees to fight a Family Provisions challenge, litigation lawyers’ incomes and fancy lifestyles will be underwritten for decades to come.

Challenging an estate under the Family Provisions laws can be undertaken by any “eligible person” which is the traditional spouse and children, but can you believe it, extends to former spouses, anyone who is partially dependant on the deceased, adopted children and grandchildren. The essence of the claim is that you believe you deserve more than was received under the deceased’s estate. It’s no wonder that so many estates end up with family provision claims that take years and with the Supreme Court the court of jurisdiction, it’s happy days for the lawyers! And it is not big estates, even smaller $600,000 estates have seen $500,000 in legal fees contesting the estate.

This two day training with Succession and Estate Planning expert, trainer and mentor Grant Abbott will lead you through building tight and secure multi-generational succession planning and protection of a family’s wealth through the use of Trusts, SMSFs and SMSF Death Benefit Trusts before you even get to the Estate. It is hard to challenge an estate when there is nothing in it. Grant will be going through the law and the five case studies:

1. Retirees in pension phase with one favoured son with grandchildren and a daughter to be left out of the will;

2. Farming family seeking to preserve their property for future generations;

3. Small business owner with home, mortgage, teenage children, good cash flow but crazy in laws and $300,000 in super;

4. Client with terminal cancer, significant estate and super and expected hotly contested will;

5. 55 year old Parents with three children including one disabled child seeking to ensure the child is looked after for the rest of her life.

Each case study will have a suggested solution and also what documentation and work flow is required to make it happen, quickly and effectively. This is a training course for accountants, tax agents and financial planners looking to be a proactive family protection adviser offering clients – safety, certainty and security. We will also be looking at what it means to be a Professional Trustee or adviser for your succession planning client’s ongoing affairs in the event of incapacity or on death and beyond – a great opportunity.

The accreditation is by the Association of Succession and Estate Planning Advisers (ASEPA) a new association currently being formed that will quickly grow and provide industry standards and status for advisers. Our first attendees will have a hand in setting the mission of the Association and it’s organisational structure and membership requirements.

With this introductory course at a super affordable “first course” pricing plus a great early bird ticket offer and with 11 CPD hours, take the time to build a real, live speciality for yourself and your business. However as this is a very hands on course with a lot of opportunity to be face to face with Grant, ask questions and with only a maximum 35 attendees it will be first come, best success! Don’t delay as the next one is not until November.

Novotel have special accommodation packages and there is a great Sebel next to the location if you are looking to share an apartment with others. On Monday night we will have a great networking event where we can all let our hair down and enjoy the great weather and food that Sunshine Coast offers. If you would like to see the Novotel accommodation options please contact us support@ilovesmsf.com.

P.S. Grant is very excited to teach you this new sector opening up in the financial services industry – a sector growing bigger and ever more complex day by day.


Novotel Sunshine Coast Resort
270 Ocean Drive
Twin Waters, QLD 4564 Australia


Grant Abbott & I Love SMSF