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Strategy Update

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2010

Issue 46:-  Protective Testamentary Trusts

Issue 44:-  Controlling from the Grave - Timing Distributions to Beneficiaries

Issue 43:-  Estate Planning and Powers of Attorney

Issue 42:-  Asset Protection and the Discretionary Trust

Issue 41:-  Exit Planning and Business Value

Issue 40:-  Branding and Succession Planning

Issue 39:-  Clarity - Re SMSF Limited Recourse Borrowing Arrangements - Prior to July 2010

Issue 38:-  Blended Family Life Insurance Funding and Estate Planning

Issue 37:-  General Interest Charge in Respect to Taxation

Issue 36:-  New Must Know Changes Re SMSF Limited Recourse Borrowing Arrangements

Issue 33:-  Business Wealth Transfer Sell - Side Trends

Issue 32:-  Relinquishing Control in the Event of Retirement, Illness or Death

Issue 31:-  7 Steps to Business Succession Strategies

Issue 30:-  Changes to Payment of Dividends and Structuring Contingency Solutions

Issue 29:-  Enterprise Liabilities

Issue 28:-  Inspecting a Will

Issue 27:-  The Choice of Trustees

Issue 26:-  Provisioning within a Will and Estate Shrinkage

Issue 25:-  Life Insurance Policy Ownership

Issue 24:-  Contents of Will - Part 2

Issue 23:-  Contents of Will - Part 1

Issue 22:-  The Role of Executor

Issue 21:-  Creating Reserve Accounts

Issue 20:-  An Auditor's Guide to Instalment Warrants

Issue 19:-  The Three Business Value Drivers of Wealth Post GFC

Issue 18:-  SMSF Borrowing Arrangement Certainty

Issue 17:-  The Value of Financial Planning Practices Post Bowen

Issue 16:-  Principles of Wealth Preservation Post GFC

Issue 15:-  Asset Protection Post GFC

Issue 14:-  Superannuation Contributions

Issue 13:-  Seven Financial Security Strategies for Principals Post Post GFC

Issue 12:-  Exit Planning and Business Value Post GFC

Issue 11:-  7 Steps to Business Succession Strategies - Post GFC

Issue 10:-  Private Placement Life Insurance Strategies to Cancel Debts and Liabilities - Post GFC

Issue 9:-   Providing and Referring Credit Services Post 1 July 2010

Issue 8:-   Estate Planning Strategies for Principals Post GFC
               - Estate Planning Strategies for Principals Post GFC - Checklist

Issue 7:-   Estate preservation Planning Utilising Private Placement Life Insurance Strategies - Post GFC

Issue 6:-   Private Placement Life Insurance and Personal Guarantees Post GFC

Issue 5:-   Self Managed Superannuation Fund Reserve Accounts

Issue 4:-   Dealing with Banks in 2010 and Beyond

Issue 3:-   Understanding Business Debt Funding

Issue 2:-   Estate Planning and the $22,000,000.00 Love Child

Issue 1:-   Personal Financial Planning and Business Preservation Planning
               - Reducing the Personal Impact of a Business Collapse





2009

Issue 46:-   Estate Planning Strategies for Principals Post Ripoll

Issue 45:-   Exit Planning and Business Value Post Ripoll

Issue 44:-   7 Steps to Business Succession Strategies in Tough Times

Issue 43:-   The Function of an Executor Before and After Probate

Issue 42:-   Branding and Succession Planning

Issue 41:-   Structuring and Incorporating a Corporate Entity

Issue 40:-   Mergers and Acqusitions of Financial Planning Practices

Issue 39:-   SMSF Enduring Powers of Attorney

Issue 38:-   Complying Loans within Self Managed Superannuation Funds

Issue 37:-   Provisioning within a Will and Estate Shrinkage

Issue 36:-   The Three Business Value Drivers of Wealth

Issue 35:-   Life Insurance Policy Ownership

Issue 34:-   Estate Planning for Blended families Utilising Superannuation

Issue 33:-   Estate and Succession Planning and Blended Families

Issue 32:-   Controlling from the Grave - Timing Distributions to Beneficiaries

Issue 31:-   Estate Planning and Powers of Attorney

Issue 30:-   Estate Planning and Philanthropy

Issue 29:-   The Choice of Trustee

Issue 28:-   Protective Testamentary Trusts

Issue 27:-   An Introduction to Trusts Part 2 - Testamentary Trusts

Issue 26:-   An Introduction to Trusts

Issue 25:-   Contents of Will - Part 2

Issue 24:-   Contents of Will

Issue 23:-   The Role of Executor

Issue 22:-   Relinquishing Control in the Event of Retirement, Illness or Death

Issue 21:-   Succession Planning and Personal Wealth Management

Issue 20:-   Estate Planning

Issue 19:-   Recognising Religious Customs within Estate Planning

Issue 18:-   Testamentary Trusts, Beneficial Interests and Social Security Benefits

Issue 17:-   Business Wealth Extraction and the Post 2009 Federal Budget

Issue 16:-   Superannuation Proceeds Trusts

Issue 15:-   Child Support Trusts

Issue 14:-   Business Liabilities and Contingent Funding Solutions

Issue 13:-   Estate Proceeds Trusts

Issue 12:-   What - No Will Power?

Issue 11:-   Provisioning for Children and their Guardians

Issue 10:-   Family Provision and the Uniform Succession Act

Issue 9:-     The New SMSF Pension Suspension Rules and Documentation

Issue 8:-     Business Liability Funding - Utilising Life Insurance

Issue 7:-     Private Placement Life Insurance and Personal Guarantees

Issue 6:-     Asset Protection and the Discretionary Trust

Issue 5:-     Asset Protection in Tough Times

Issue 4:-     Family Provision Planning and Special Needs Funding

Issue 3:-     Private Placement Life Insurance Strategies to Cancel Debt and Liabilities

Issue 2:-     Estate Preservation Planning Utilising Private Placement Life Insurance Strategies

Issue 1:-     Updating Legislative Changes to Self Managed Superannuation Funds (SMSFs) in 2009




2008

Issue 6:-   The Legal Framework of an Enterprise

Issue 5:-   Exit Planning and Business Value

Issue 4:-   7 Steps to Business Succession Strategies in Tough Times

Issue 3:-   Principles of Wealth Preservation

Issue 2:-   Estate Planning Strategies for Principals in Tough Times
                Estate Planning Strategies for Principals in Tough Times - Checklist

Issue 1:-   Seven Financial Security Strategies for Principals in Tough Times