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Learn Why Good Deeds Matter
Grow your practice, keep wealth
in the "bloodline" .

Deed Awareness Week, 7th - 11th June 2021
1pm - 2pm online daily

5 hours of free CPD that matters

Get the confidence to advise on the secrets of estate planning

Build your clients legacy

Celebrate your clients accomplishments with "bloodline" estate planning

Build your toolkit

Take Estate Planning back with tools, tactics and templates to reduce practice risk and give clients what they want

Good deeds for you.
Good deeds for your business.

Create more value for your clients.
…. and help them see that value, crystal clear.

Confidence to update your clients

As the trusted advisor, you should never be in the dark, and never defer when it comes to major financial choices.

Answers to common objections

It’s exactly these times that clients most need to lean on you—do you want to be the rock who’s already mastered deeds?

Trust and SMSF strategies to keep clients' wealth in their bloodline

Just like the royals, you can help clients establish and maintain built-in lines of succession.

No deeds to hide here.

We’ve got industry speakers to
inspire, challenge and inform you.

David Boyar

CEO // ChangeGPS

Timothy Munro

Chair // ChangeGPS

Grant Abbot

Founder // Lightyear Docs

Day 1

Monday, 7th June, 1pm - 2pm AEST

Sponsored by Lightyear Docs

Discretionary Trust Day: Grant Abbott and Timothy Munro

  • Key takeaways
    - Review of Key Deed Definitions
    - What are their roles?
    - What happens on death or incapacity of Appointor?
    - How are they changed / removed?
    - Can you guarantee a “line of succession”?
    - Why not all Companies and Trusts are the same
    BONUS: What is the best trading entity? A Company or a Discretionary Trust

Day 2

Tuesday, 8th June, 1pm - 2pm AEST

Sponsored by Seamless SMSF

SMSF Deed Day: Frank LaSpada, Grant Abbott and Timothy Munro

  • Key takeaways
    - How to “Read the Deed”
    - Contribution Suspense Account Strategy – effectively a DOUBLE tax deduction this year for super if done in June 2021
    - Locked in Succession options
    - How wealth can be keep in the family “bloodline”
    - A better solution that BDBN’s
    - Why all SMSF clients need a SMSF Will

Day 3

Wednesday 9th June, 1pm - 2pm AEST

Sponsored by FuseSign

Trustee + Appointer Day: Anthony Fernandez, Melissa Voss, Timothy Munro and Grant Abbott

  • Key takeaways
    - What are their roles?
    - What happens on death or incapacity of Appointor?
    - How are they changed / removed?
    - Can you guarantee a “line of succession”?
    BONUS: Electronic Signing of Trust Distribution Resolutions – Interview with Melissa Voss from FuseSign

Day 4

Thursday, 10th June, 1pm - 2pm AEST

Sponsored by ChangeGPS

Contest Day: Structures -v- Lawyers

  • Key takeaways
    - Can structures be “bullet proof”?
    - David Stimpson (SV Partners Insolvency Partner) -v- Grant + Tim
    - Damien Greer (Damien Greer Lawyers) -v- Grant + Tim

Day 5

Friday, 11th June, 1pm — 2pm AEST

Sponsored by BGL

Deed Update Day: Timothy Munro and Grant Abbott

  • Key takeaways
    - The great “resettlement myth”
    - How to update a Discretionary Trust
    - How to update a SMSF Deed
    - What price to charge for updates?
    - How to position updates to clients so they want them
    - The engagement process for updates

Make it happen.

Secure your free space &
claim 5 hours of CPD

Keep wealth in
the bloodline

Create more value for
you & your clients

End 2021 with a good
deed, not a dud.

Event partners