16 April 2008,
Stamford Plaza, Melbourne
30 April 2008, Amora Jamison, Sydney
1 May, Conrad Treasury, Brisbane
A seminar specifically designed to help professionals understand the structuring
issues for an ‘At Risk’
investor, and exclusively presented by Allan Swan!
Key sessions
- Achieve greater control of assets
through effective structuring
- Avoid losing assets to creditors
- Learn about the cumulative effect of
taxation and other reforms impacting
on trusts
- Comparative investments in Self
Managed and APRA regulated funds
Purposefully designed education for
- Legal Practitioners
- Wills and Probate Lawyers
- Financial Planners/Advisers
- Accountants
- Fund Managers
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Allan Swan, Estate Planning and
Structuring Principal, MOORESLEGAL holds degrees in law
and economics and a diploma in financial
services.
Allan’s background in taxation and trusts
law gives him a practical perspective when
proving training to lawyers, accountant and
financial advisors.
Allan lectures at FINSIA and has written
extensively for professional journals. He is accredited by the SPAA as an SMSF
Specialist Advisor and is a fellow of the Taxation Institute of Australia.
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