The Financial Planning Association of Australia The Financial Planning Association of Australia

CPD Webinar: An innovative solution for your clients leaving a legacy in retirement

Tuesday 30 March | 12pm – 1pm AEDT | Up to 1 CPD hour

Richard Atkinson, Futurity Investment Group explains the benefits of a ‘Trust-like’ tax structure and how clients can access their funds tax-effectively or tax-free. Discover why this structure has benefits over others for retirees wanting to assist in grandchildren’s education, leaving a tax-effective legacy and how bequests can improve the tax outcome for minors.

Chapter: Open to all FPA members
Venue: Hosted on your learning portal, FPA Learn

Free for FPA members

To attend this event, book now via our: