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Live Training - Presented by Peter Johnson

Estate Planning Workshop 2023

14 April, 5 May, 23 June, 28 July, 25 August 2023

(7 Hours of CPD)

You can grow your accounting practice in three ways: Increase your fees, bring in new clients or Increase your product offering to existing clients. Estate Planning is a skill set that allows accountants to add another service to their existing offering. But do you already have the skill set?

Our Estate Planning workshop is the perfect start to your estate planning offering. Come and learn what an accountant needs to know in order to add estate planning to their services.

Dates & Locations: (9am - 5.30pm)


Friday,14 April 2023, Batmans Hill on Collins


Friday, 5 May 2023, Rydges Hotel, World Square


Friday, 23 June 2023, Rydges Hotel, Fortitude Valley


Friday, 28 July 2023, Hilton Hotel, Adelaide


Friday, 25 August 2023, QT, Perth

What we will cover:

  • Introduction to Estate Planning - The what, why and how
  • Wills & Intestacy
  • Powers of Attorney and Guardianships
  • Family Law, Insolvency & Philanthropy
  • Superannuation planning
  • Taxation Planning
  • Succession Planning & Strategies
  • Life Insurance considerations
  • Managing a Deceased Estate
  • Numerous Cases Studies (bring your own as well)

Find out more information about this workshop by clicking on the button below.