Fortifying Wealth: Principles of Asset Protection
Overview
Guidance in Asset Protection Strategies for Tax Professionals
Understanding the first principles of asset protection is essential for tax professionals when advising clients, regardless of their wealth status.
This session delves into the fundamental principles of asset protection and provides practical insights on how tax professionals can apply these principles, including:
- the ‘claw-back’ provisions of the Bankruptcy Act 1966;
- asset protection structures;
- an overview of the relevant family law issues;
- the appointor provisions in trusts;
- debit & credit loan accounts; and
- retention of title.
Learning Outcomes:
The session will provide an understanding of the importance of asset protection and the simple steps that may be taken to implement strategies to protect your clients.
Suited to:
It is suitable for accounting, taxation and legal professionals, as well as those working in the financial planning sectors that require a practical understanding of the first principles of asset protection.
This On Demand Includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
Course syllabus
3 lessons
- Video – Fortifying Wealth: Principles of Asset ProtectionVideo
- Feedback Survey 2024Survey
- Knowledge QuizTest
Your presenter
Crowe Australasia, an affiliate of FindexCrowe Australasia
is the largest provider of practical accounting, audit, tax, business and financial advice to individuals and businesses from a network of over 80 offices throughout the country. The firm’s team of 300 Principals (approx.) and professionals deliver a full range of accounting including, audit and taxation, business advisory, corporate finance and wealth management services from offices in the cities of Sydney, Melbourne, Brisbane, Canberra, Perth, Auckland, Wellington and major regional centers in Australia and New Zealand.