Live Webinar: Auditing Family Entities for Estate Planning


Date:   Tuesday 17th April 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 11am to 12.30pm 
SA & NT:  10:30am to 12pm 
WA: 9am to 10.30am 

A prudent estate planner should never embark upon estate planning for a family without auditing all relevant entities. A thorough audit can uncover a raft of potential issues. This session examines the key areas to focus on when conducting an audit, including:

  • Auditing areas and hotspots:
    • trust deeds – variation powers; beneficiaries; income clauses
    • ownership of corporate beneficiaries and the effect on asset protection
    • who are the appointors?
    • dealing with incapacity
    • distributions of capital – appropriate consents required?
    • have deeds of variation been done with the appropriate power?
Our presenter

David Foulds, Director Estate Planning, Pitcher Partners, Melbourne

David is a Director in the Private Clients division of Pitcher Partners. He has more than 40 years' experience in chartered accounting, having worked in both audit and private business areas. For twenty-five years David worked exclusively in the Superannuation division, providing consulting and administrative services. For the last six years David has led the Pitcher Partners Estate Planning service offering.

David has consulted to trustees of self-managed super funds on the application of Superannuation Industry (Supervision) legislation to their funds and has had extensive involvement in providing retirement and estate planning advice for a wide range of clients of the practice.

David is a past member of ASFA National SMSF Policy Sub-Committee. David has been a speaker at a number of Superannuation and Estate Planning conferences, presenting on superannuation, retirement planning and estate planning issues.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1.5 CPD/Training hours.  Lawyers can claim up to 1.5 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBFAPR18
 Price:   $253.00 (Inclusive of GST)
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