Estate Planning: A Practical Guide for Accountants - September 2025 (1 Hour of CPD) 2 Hours CPD It covers:

It covers:

Superannuation

PSB and where it is income from

Requirements to lodge and make full and true disclosure in tax returns

Transfer Balance Accounts and TBar reporting

Estate Planning: A Practical Guide for Accountants - September 2025 (1 Hour of CPD) 2 Hours CPD It covers:Estate Planning is a wide ranging topic that involves Lawyers, Financial Planners and Accountants. Many clients require estate planning, particularly those with business structures, as many of their assets will not be dealt with under their will. The accountant is best placed to coordinate the estate planning process for these business clients, as it is often only the accountant who knows what assets are held in which entity. That is why Advisers