Incorporating estate planning into your practice

Navigating the complexities of death-related topics

Accurium

Incorporating estate planning services can set your practice apart, providing clients with a holistic financial planning experience. Confidently offer estate planning guidance, collaborate with legal professionals, and ultimately grow your practice.

A Live Instructor Led Webinar

Join Mark Ellem, Head of Education (SMSF) and Matthew Burgess, Director View Legal for an insightful webinar designed for accountants and financial advisors looking to expand their services by incorporating estate planning into their practice. This session will equip you with the knowledge and tools to offer estate planning guidance while staying within your professional boundaries. 

Key Takeaways from the Webinar: 

  1. Understand Your Role in Estate Planning: Learn how to navigate the fine line between providing valuable estate planning advice and stepping into legal advice territory. We’ll cover what services you can offer your clients and where to draw the line. 
  2. Client Reviews Made Simple: Discover the critical elements to consider when reviewing a client’s estate planning needs. We’ll provide you with the key questions to ask and strategies to identify gaps in your client’s current plans. 
  3. Collaborate with Legal Experts: Learn how to effectively partner with specialist estate planning lawyers. We’ll show you how to leverage their expertise to lock down your clients’ estate plans and ensure all legal documents are airtight. 
  4. Real-World Application: Dive into a case study that demonstrates how successful integration of estate planning services can lead to better client outcomes and enhance your practice’s value. 
1.25 CPD Hours

Dates & Details

Wednesday, 9 October 2024

Time
3:00pm - 4:15pm AEDT (NSW, VIC, ACT, TAS)
2:30pm SA
2:00pm QLD
1:30pm NT
12:00pm WA

SMSF Association accredited for 1.25 CPD hours

This webinar is presented by our partners at Accurium

Terms & conditions: All 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.

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

Upon completion of this training, you will be able to:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Slides and case studies
  • Identify Permissible Estate Planning Services: Understand the scope of estate planning services that accountants and financial advisors can offer without crossing into legal advice, ensuring compliance with professional and legal standards.
  • Conduct Effective Client Reviews: Develop the ability to assess a client's current estate planning situation, identify potential gaps, and ask the right questions to ensure comprehensive coverage of their estate planning needs.
  • Collaborate with Estate Planning Lawyers: Learn how to effectively partner with specialist estate planning lawyers to enhance the quality of estate plans, ensuring that all legal aspects are properly addressed while maintaining your advisory role.
  • Integrate Estate Planning into Your Practice: Gain practical insights on how to seamlessly incorporate estate planning services into your existing practice, adding value for your clients and expanding your service offerings.

Our presenters

Head of Education (SMSF), Accurium

Mark Ellem

Mark EllemMark is a popular, experienced and highly sought after presenter who is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business.

He has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory. He is a Fellow of the CPA, IPA and SMSF Association, and received the 2018 SMSF Association CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

Director, View Legal

Matthew Burgess

Matthew BurgessMatthew Burgess is one of the founders of specialist firm View Legal.

Having the opportunity to help clients achieve their goals is what he is most passionate about.

As Matthew always works in conjunction with trusted advisers (whether it be accountants, financial advisers or other lawyers) and their clients, finding ways to fundamentally improve the value received by those advisers, and in turn their clients, has led him to develop numerous game changing models. Examples include providing guaranteed upfront fixed pricing, founding what is widely regarded as Australia’s first virtual law firm, and more recently, developing a platform that gives advisers access to market leading advice and support for less than $10 a week.

Matthew’s specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations including the Tax Institute, the Weekly Tax Bulletin and in the 2014 ‘Best Lawyers’ list for trusts and estates and either personally, or as part of View, since 2015 in ‘Doyles’ for taxation and since 2017 for wills, estates and succession planning.