The 3 R’s of estate planning and advice strategies


Information for advice professionals only.

Good estate planning involves establishing an effective arrangement which results in the right amount of funds ending up in the right hands at the right time. This case study based webinar explores estate planning advice strategies which can be implemented before and after death including those involving superannuation death benefits, managing capital gains tax and Social Security eligibility.

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.