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Tue, 31 Oct


Online Event - Zoom

Advanced Strategies for Accountants and Financial Planners

Registration is Closed
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Advanced Strategies for Accountants and Financial Planners
Advanced Strategies for Accountants and Financial Planners

Time & Location

31 Oct 2023, 12:30 pm – 1:30 pm AEDT

Online Event - Zoom

About the event

The world is going crazy and as a financial services professional in Australia - whether accountant or financial planner we are forced to keep ahead of the pack.  SMSFs are about to be hit by a Wealth Tax - the Productivity Commission is proposing an increased death benefit tax on superannuation as well as an Intergenerational Transfer Tax of 20% on estate above $500,000 (including the family home), over 50% of all Wills are now contested and accountants cannot get staff so partners are relegated to compliance rather than high fee earning strategies.

And against this backdrop we have two wars, high inflation, and high mortgage costs plus 11% of salary going into superannuation.  It is enough to make any sane professional tear their hair out.

BUT as the old Chinese proverb says, "in a crisis there is opportunity" and who better to show that opportunity with guaranteed results than the Directors of LightYear Group - Grant Abbott, Michael Jeffriess and Ben Gill.  In this one-hour session, with CPD the team will take you through strategies to:

  1. Beat the $3M Super Wealth Tax
  2. Build Family Wealth Protection structures for your clients to benefit their bloodline for generations to come.
  3. How simple AI use can build high fee-paying letters of advice on complex subjects in 20 minutes compared to 3 days work and research.
  4. How to use tax strategies and structures to beat family provisions claims.
  5. Build multi-generational SMSF pensions for bloodline family members outside of family provisions claims including for adult children.
  6. Deal with blended families and prevent litigation.

This may seem like a tall order in one hour but if you give us your well-deserved time we promise to deliver on the strategies.  It is our gift to you - check all other talks you have been to in 2023 and see if they have this many jam-packed strategies. If you register and cannot make it, we will be recording the session for you.

Plus, for registrants, we will be giving away over $15,000 in trainings, VIP strategy sessions with Grant Abbott and generously donated gifts from LightYear Group partners.

Yes, there is crisis but the Directors of LightYear Group invite you to see the real opportunity in front of you.

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