Training Presentations

Presentation Topics-EPSS

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, Moores Training 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 Moores Training team. 

Detailed information regarding the content of each topic can be obtained by clicking on the relevant presentation in the table below. 

Particular topics are also designed to run as part of a series - see Presentation Information .

As papers and PowerPoint presentations for many of the sessions are finalised or updated, they become available for purchase from both Moores Training (see Our Publications) - and from a range of professional organisations and service providers.

Moores Training's charges for presentations are detailed under Our Fees .

Structuring Topics

IDPresentation
1Quarterly EPSS Presentations - Current Issues
151Asset Protection Planning
301SMSFs - Planning Issues
451Family, Unit and Hybrid Trusts
601Small Business CGT Concessions


Estate and Asset Protection Planning Topics

IDPresentation
751Estate Planning - Tax and Strategic Issues
901Superannuation Death Benefits
1051Estate Planning and the Family Farm
1201Testamentary Trusts
1351Ruling From the Grave
1501Preparing a Funded Estate Plan





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