Estate Planning Online Workshop

The structure, program and content to deliver estate planning services to your clients

Recorded: 4, 9 & 11 December 2020

Series Recording

Get ready for 2021 with a service that many of your clients will be looking for

Effective and practical estate planning services are not being provided to the SME market and COVID-19 has raised client awareness of the need for advice. Accountants and advisers play a critical role in educating and assisting their clients to put an effective estate plan in place. Be on the front foot with your clients. This is not the domain of just the wealthy. Clients who may need an estate plan include:

  • Clients wanting to ensure specific distribution to beneficiaries
  • Clients with more than $2 million in assets
  • Clients where care & maintenance of children is important
  • Clients with a small business
  • Blended families
  • Clients with family tensions
Essential training for client facing advisers, financial advisers, tax consultants. This is the ‘how to’ of delivering estate planning services
Series Recording
Member Recording 

Knowledge Shop members, login for the discounted rates

Session 1:
4 Dec. 2020
Session 2: 9 Dec. 2020
Session 3: 11 Dec. 2020

FPA accreditation:
Session 1: 23078 1.5 hours
Client Care and Practice = 0.50 Technical Competence = 1.00
Session 2: 23079 2 hours
Client Care and Practice = 0.25 Regulatory compliance and consumer protection = 0.25 Technical Competence = 1.50

Session 3: 23080 1.5 hours
Client Care and Practice = 0.75 Technical Competence = 0.75


What we cover

With an ageing population and the baby boomer generation moving through the small business system, intergenerational wealth transfer is estimated to be $2.4 trillion.

Who will deliver estate planning services if you don't?

Session 1

Understanding the Estate Planning Opportunity

  • The size of the market
  • Misconceptions about estate planning & the accountant’s role
  • The importance of the 4 asset buckets
  • Why the questions are more important than the answers

4 Stages of an Estate Plan

  • Quantifying the estate, identifying estate issues
  • Developing an estate plan
  • Converting the estate plan into legal documentation – engaging with the lawyers
  • The review process

Common Estate Issues (part 1)

  • Unearthing the estate issues

Greg Hayes

With Greg Hayes
Director, Hayes Knight



Session 2

Planning Opportunities

  • Risk mitigating estate issues
  • Distributions from testamentary trusts to minors - the changing landscape and practical implications
  • Creating tax efficiency in the estate plan
  • Looking after the children & other minors
  • The tax benefits of testamentary trusts
  • When the estate does not deliver the required objectives

Common Tax Issues Faced in Estate Planning

  • Tax exposure on distribution of the estate
  • CGT & cost bases
  • The main residence and pre-CGT assets

Michael CarruthersWith Michael Carruthers
 Tax Director, Knowledge Shop

Session 3

Common Estate Issues (part 2)

  • In specie distributions
  • Liabilities & contingent liabilities
  • When assets need to be retained & managed longer term
  • Interaction between the SMSF & the estate

Planning Opportunities

  • Risk mitigating estate issues
  • Looking after the children & other minors

Process, Documentation & Delivery

  • Advice documentation
  • Checklists and questionnaires
  • Advice process map
  • Pricing your services

Marketing the Service

  • Creating client awareness
  • Messaging – one to many
  • The value of client self-selection

Greg-Hayes-ProfileRWith Greg Hayes
Director, Hayes Knight

Our presenters

Greg Hayes
Director, Hayes Knight


CCH Australia describe Greg as a “serial entrepreneur.” An apt title for the founder of the Hayes Knight group, Knowledge Shop, and Merit Wealth. He is a practice management specialist, innovator, and published author who mentors and assists other firms to grow and develop their potential. An accountant for over 30 years, Greg has built a successful Australasian accounting group from modest beginnings in the outer suburbs of Sydney. A popular presenter, Greg has ‘been there and done that.’ There are no untested theories or marketing hype – just practical, realistic principles that are at the core of top quartile firms across Australia.

Beyond his practice management knowledge, Greg is a business valuation specialist. These two skills sets are a powerful combination when applied to the business of accounting. He regularly values accounting practices and has developed valuation models for the profession that look through to the core of how a successful accounting firm functions and what it should deliver.

Greg is a familiar face in the Australian media as an expert commentator on business and taxation issues. He is a former member of the Advisory Review Panel for the Board of Taxation.

Michael Carruthers
Tax Director, Knowledge Shop

Michael Carruthers, Tax Director, Knowledge ShopMichael oversees the development of the tax team for Knowledge Shop and Hayes Knight in Sydney and is head of the Easton group’s national tax committee.

Michael has a knack for seeing through the complexity and helping practitioners work through highly technical issues with certainty and accuracy. Michael is a member of the advisory panel for the Board of Taxation and was a member of the reference group for the Board’s review of small business concessions.

He was also an expert panel member for the Board’s review of tax impediments facing small business.

  Session 1
Friday, 4 Dec. 2020 | Session 2 Wednesday, 9 Dec. 2020
Session 3 Friday, 11 Dec. 2020

Need group rates? Call (or email) Lee Marshall on 0434 067 133.


Per person - 3 part online workshop 
Reference notes & recording access for 3 months

  • $520 Individual access
Member Recording 


Per person - 3 part online workshop 
Reference notes & recording access for 3 months

  • $570 Individual access
Series Recording

Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.