CPD: Estate planning and tax

CPD: Estate planning and tax

Estate planning is a fundamentally important aspect of financial (and legal) management – and has important tax consequences. This article examines some of the elements of estate planning and the tax consequences of each.

Click here to read the article and complete the CPD quiz accredited by the FAAA at 0.25 hour.

Legislated CPD Area: Tax (Financial) Advice (0.25 hrs). ASIC Knowledge Requirements: Estate Planning (0.25 hrs).

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