Distributions & Disability Trusts - Estate Planning Essentials 2025

Name: Distributions & Disability Trusts - Estate Planning Essentials 2025
Start: 2025-10-14T01:30:00.000Z
End: 2025-10-14T03:00:00.000Z

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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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