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Distributions & Disability Trusts - Estate Planning Essentials 2025

Distributions & Disability Trusts - Estate Planning Essentials 2025

Roelof van der Merwe
With Roelof van der Merwe
1 hour 30 minutes CPD

Who gets the money? Explore various asset distribution strategies & whether disability trusts could be beneficial for your client.

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Missed the event? Watch the replay video to catch up.

Tuesday 14 October 2025
Ended
Online via Zoom
Who gets the money? Explore various asset distribution strategies, and whether disability trusts could be beneficial for your client. In this session, we cover: • Distribution strategies • Superannuation • Property & main residence exemption • Shares & other investments • Business interests: Small business CGT concessions • Disability trusts & special disability trusts • Standard disability & protective trusts • Special disability trusts