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XY Adviser

The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
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Dec 20, 2018

Donal Griffin (in/donalgriffin) of Legacy Law (www.legacylaw.com.au) is a specialist lawyer and ‘recovering’ Financial Advisor who is in the business of fighting families. Sorting out family fights that is. With over 25 years’ experience in legal affairs, Donal is proud to be known as the trusted legal advisor to families who are doing interesting things.

Donal has also put together a course for the XY online training platform which provides several practical takeaways and examples of how advisers can not only start the estate planning conversation with clients, but own it. You can check out his course here - https://www.xyadviser.com/courses/how-xy-advisers-can-get-into-estate-planning/

Here’s some of what you’ll learn in this episode:

1:42 – Is a binding financial agreement really binding? How does it actually work?

9:00 – What a typical work week looks like for Donal and the situations his client’s get themselves into

10:11 – The ramifications of digital signatures with trust deeds and the effect this has on SMSF’s

17:32 – Estate Planning – should advisors spend time in this area with clients or outsource?

19:07 - Best practices if you don’t want to include Estate Planning in your service offering

20:24 – The lowdown on Testamentary Trusts - the tax benefits and other things to be aware of

40:26 – How Donal successfully partners with Financial Advisors, and the value clients receive


XY Adviser Online Training Platform -
https://www.xyadviser.com

General Disclaimer -
https://www.xyadviser.com/disclaimer/

This podcast is proudly supported by Netwealth (www.netwealth.com.au), an ASX listed company ranked #1 for overall platform functionality and user satisfaction by Investment Trends for the past three years.

Netwealth understands that the Financial Advice landscape is changing and is providing market leading technology to help you explore new perspectives and realise new efficiencies. Through excellent customer service and expertise, Netwealth are working with XY Advisers to innovate and drive Financial Advice forward.

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