Do you have children or family members you’d like to help financially?

In the current financial climate and cost of living pressures, it is becoming increasingly important to understand the most effective ways of transferring hard earned wealth to family members such as children, to help set them up with less financial stress.

Having the right knowledge and understanding your options, will provide you with the clarity to make effective informed decisions, improving your ability to help them out.

With this in mind, we have created a free training series with a selection of short videos, partnered with downloadable guides, to help you understand the key elements you should consider and strategies you might want to apply.

This has been designed so you can consume it from start to finish in the order we recommend or pick and chose particular topics you feel are relevant to you.

Family Financial Planning Course Content

This series has been designed for time poor people and can be binge consumed in under 70 minutes. Each lesson also takes less than 9 minutes so you can stop when you want to, with an option to pick and choose the most relevant topics to you.

    1. How to use this course

    2. Welcome to the Family Financial Planning & Intergenerational Wealth Transfer course from Manly Financial Services

    3. Before we begin... This is a quick survey to help me understand your knowledge and preparedness on this topic of Family Financial Planning & Intergenerational Wealth Transfer

    1. Lesson 1 - Understanding the Importance of Family Financial Planning

    2. Lesson 2 - Transferring Wealth to the Next Generation

    3. Family Wealth Transfer Disucssion - The Importance of Family Financial Planning & Discussion

    4. The Importance of Family Financial Planning Guide

    5. Congratulations on Completing Chapter 1

    1. Lesson 1 - Wills & Trusts

    2. Lesson 2 - A Closer Look at Testamentary trusts

    3. Lesson 3 - Superannuation & Pension Beneficiary Nominations

    4. Lesson 4 - Superannuation Death Benefits Tax

    5. Lesson 5 - Tips for Estate Planning

    6. Family Wealth Transfer Discussion with Manly Financial Services - Important Factors in Estate Planning & Eliminating Super Death Benefits Tax

    7. Estate Planning Guide

    1. Lesson 1 - Gifting & Loans to Family Members

    2. Lesson 2 - Family Trusts & Investment Companies to Hold and Transfer Assets

    3. Lesson 3 - Family Business Succession

    4. Family Wealth Transfer Discussion with Manly Financial Services - The Benefits of Trusts & Companies and Education Bonds for Grandchildren

    5. Family Wealth Transfer Guide

    6. Congratulations on Completing Chapter 3

    1. Lesson 1 - Financial Planning Opportunities for the Next Generation

    2. Lesson 2 - Taxation Planning for the Next Generation

    3. Lesson 3 - Education Funding for Grandchildren

    4. Lesson 4 - Aged-Care Considerations for Parents Care

    5. Family Wealth Transfer Discussion with Manly Financial Services - Investment Tips for Beneficiaries, Risk Protection for the Next Generation, Aged-Care Plannign Process

    6. Financial Planning Opportunitites for the Next Generation Guide

    7. Congratulations on Completing the Course and Next Steps

About this course

  • 28 lessons
  • 1.5 hours of video content