The FPA South East Melbourne Chapter would like to invite you to a Member Breakfast seminar, on Friday 24 April 2015.

At this event you will hear from guest speaker, Kelly Hodson, Senior Lawyer at Topdocs Legal, who will cover the following:

• What estate planning encompasses, the client circumstances to take into account and what assets form part of your estate
• Testamentary Trusts – the common types, their advantages and their use as part of a client’s financial planning strategy
• Bringing superannuation into your estate and dealing with it in the Will in the most tax effective way
• Succession of businesses using insurance funded buy-sell agreements and planning for other exit strategies

Click here for registration and details.