Training Presentations

Presentation Information

As part of its Australia-wide services to professional associations, financial services dealer groups and other service providers and to accountants, financial planners and trustee companies, MOORESTRAINING provides a range of estate planning and structuring (EPSS) topics for seminars, conferences and "in-house" workshops presented by Allan Swan or other members of the MOORESTRAINING team.

Current EPSS Topics

(Both a single paragraph overview of the above MOORESTRAINING topics and a more detailed outline of what is included in each topic are provided in Topic Summaries. For details of charges, see Our Fees folder.

Note : while the standard length of a presentation to professional advisors is usually 3 hours, the topics can be shortened or combined to suit the needs of an audience. The emphasis of all topics can be changed, eg given a greater financial and tax emphasis for financial planners and accountants, but introducing document templates for lawyers.

CPD/CPE Accreditation

As part of each presentation it provides, MOORESTRAINING supplies:

• An overview of the topic;
• Learning outcomes;
• Presentation materials (ie all or part of the MOORESTRAINING Advisor Guide for the particular topic);
• A review exercise and evaluation form; and
• Confirmation by Allan Swan of the potential CPE /CPD hours involved for a particular presentation, eg the reference supplied for a 2 hour presentation (excluding refreshment breaks) in May 2008 on SMSFs - Growth Phase would be MT5-2008/ SGP /2. Such confirmation would be subject to the presentation:
• Being relevant to the particular attendee's immediate or long term professional needs; and
• Meeting the particular rules of the appropriate statutory or professional body.

For details of the Melbourne metropolitan and Mornington Peninsula services MOORESTRAINING provides to professional discussion groups and clients and community groups in the area of private client services generally, see Presentation Topics - Private Client Services in the Training Presentations folder.

Scope of Presentations

All MOORESTRAINING presentations and accompanying materials cover general legal and taxation aspects only and are not to be taken as addressing (or providing advice) about particular investment products (for which MOORESTRAINING does not hold an appropriate Australian Financial Services licence) or accounting issues. For presentations or advice covering investment product or accounting issues, a person or firm that holds an appropriate AFS licence or accounting qualifications should be engaged. Specific legal advice is not provided via the presentations or materials, but can be obtained from MOORESLEGAL.

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