Asset Protection Planning - Recording

Professional indemnity policy premiums and exclusions is increasing the risk of professionals, corporate directors and executives losing everything they have personally accumulated or inherited.

Minimise this impact and risk for your clients with careful attention to asset protection issues.

This session will be updated with any changes that have arisen from the recent budget announcement so you will have the latest strategies and information.

At the end of this session, you will be able to:

• Identify what assets can and cannot be claimed by a creditor
• Understand the impact of recent bankruptcy and family law legislation changes
• Identify and implement ways for different occupations to minimise risk
• How to structure asset ownership to achieve asset protection
• How to protect against failed domestic relationships and hostile family members

Detailed notes and case studies used during the presentation will be forwarded to delegates prior to the session for review.

Who should attend?

• Accountant in small to medium public practice firms
• Private client services divisions of medium to larger firms
• Accountants in SMEs
• Financial planners