CPD: Legacy vs liability: tax in estate planning

CPD: Legacy vs liability: tax in estate planning

Estate planning ensures that a client’s legacy is passed on according to their wishes. In this article, we examine the importance of tax considerations in estate planning.

Click here to read the article and complete the CPD quiz accredited by the FAAA at 0.5 hour.

Legislated CPD Area: Technical Competence (0.5 hrs). ASIC Knowledge Requirements: Retirement (0.5 hrs)

Looking for more CPD articles?

Click below to access our latest education pieces.

CPD Knowledge Hub

Any information on this website does not take into account your objectives, financial situation or needs. For personal financial advice please speak to your financial adviser. Products will be issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559.

Allianz Retire+ is the business name of Allianz Australia Life Insurance Limited. By using this website you agree to access this Financial Services Guide.