Maximise your client impact with a new stream of revenue growth

We've been inundated with interest in a primer session on how to get started in offering asset protection to clients. 

Dave and Tim with special guest Grant Abbott, from Lightyear Docs, will show you how to utilise the key Asset Protection strategies used by the Big Firms and easily implement the system in your own firm - with all the tools and resources you need. 

You'll find out how to:

  • How to implement the leading member approach
  • Rules from the grave - The solution for will challenges and rock solid succession to give your clients certainty
  • The Business Structure, SMSF and Estate Planning documents to provide the foundation for your services
  • Establish a vault for your client wealth
  • Protect clients' home equity without incurring CGT or Stamp Duty
  • Offer Working Capital Protection with PPSR Security
  • Protect business assets and trademarks
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[REGISTER FOR ON-DEMAND CPD]

Asset Protection 101

Conditions for CPD points:

  • Members of CAANZ may claim this activity as CPD hours if personally satisfied it is professionally relevant and meets the CPD characteristics set out in regulation CR7 for CAANZ
  • CPA Australia members may record this activity in the CPD diary if the activity increased knowledge, skills or capability in relation to the members job role or career aspiration.
  • Members of the IPA are recommended to show their attendance at the webcast and enter it into their record of CPD activity.
  • Members of The Tax Institute can record this as structured CPD if it is relevant to their role.

Your Hosts

Timothy Munro

Timothy Munro

Founder, ChangeGPS

Tim founded ChangeGPS after founding award-winning accounting firm Change Accountants & Advisors. Tim is a former Director of the Institute of Public Accountants, is currently its Queensland President, and he lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work Tim’s a parent, drummer and cricket-player.

David Boyar

David Boyar

CEO, ChangeGPS

David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.

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Thousands of details that make a thriving practice run. Hundreds of tried and true templates for fast, easy and powerful client communications. The billing models and methods that unleash your profit potential.

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Bring your team.

CPD is best served in a group. Invite along your team and give them the confidence to have the important conversations with their clients.

Bring your team.