SUPERCentral launches estate planning course

Wealth management services provider SUPERCentral is launching an estate planning course for financial advisers.

The scenario-based course, Real Life Estate Plans, aims to provide advisers with the tools to meet clients' needs in estate planning as Australia enters into a period of inter-generational wealth transfer.

"The demand for estate planning is rapidly growing and advisers will need to come up to speed if they wish to remain current and meet the requirements of their clients," SUPERCentral said.

The course will be delivered by specialist solicitors from Townsends Lawyers, and is scheduled to start later this month.

"Advisers will have access to everything they need to provide a holistic, cost-effective and professional estate planning service, with particular focus on mitigating adviser risk," SUPERCentral managing director Peter Townsend said.

"The 'scenario- based' course is designed to impart the hands-on knowledge and skills advisers need to confidently address the 'real-life' client scenarios they are met with on a regular basis."
In February, SUPERCentral produced a  pre-30 June  checklist for advisers and accountants in response to the 'Fair and Sustainable Superannuation' amendments.

The checklist lists a number of issues which advisers should consider actioning for superannuation clients.

"Understanding the changes is as much about understanding their effect as it is about working through the detailed wording," SUPERCentral special counsel superannuation  Michael Hallinan said.

"These changes will have a major impact on the way clients manage their superannuation in the future."

Read more: AdvisersSUPERCentralAustraliaFairMichael HallinanPeter TownsendReal Life Estate PlansSustainable SuperannuationTownsends Lawyers
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