Estate Planning Masterclass for Accountants

A talk by Timothy Munro
Founder, ChangeGPS

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About this talk

Estate Planning Masterclass for Accountants

Is it important to you to keep your wealth in your family “bloodline”? How can you do this?

In this special one hour masterclass designed for accountants, you will learn:

  • The big estate planning concept that Lawyers push, but is NOT in your best interest

  • How to eliminate the possibility of a family provision claim (a challenge to a Will)

  • How to protect the equity in your family home and investment properties – without triggering CGT or stamp duty!

  • How a “Leading Member” Trust works to keep your family wealth in your family bloodline

  • Why every company director needs a “Successor Director” Resolution in place IMMEDIATELY

  • How accountants can liaise with Estate Planning Lawyers to assist their clients in the best way

Once you've experienced this for you and your family and appreciate the value and peace of mind it gives you - it makes it so much easier to explain and offer to your clients.

In Timothy Munro's opinion - this is the NEXT BIG THING for accountants over the next few years.

Don't miss this session!

Timothy Munro

Founder - ChangeGPS + Change Accountants & Advisors Former Director on the Board of the Institute of Public Accountants (IPA) Former QLD President of the IPA and Chair of the IPA National Council of Divisional Presidents Director on the Board of SAPEPAA (Succession, Asset Protection, Estate Planning Advisor's Association) Accountant + Wealth Advisor + Estate Planning and Asset Protection Specialist

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