Time & Location
13 Oct 2025, 9:00 am GMT+12 – 15 Oct 2025, 5:00 pm GMT+12
Denarau Island, Denarau Island South, Denarau Island, Fiji
About this event
There is a high demand for professionals who can manage a family’s succession plan and provide all-around asset protection – both during and after death, plus set in place dynamic estate planning using Living Trusts, SMSFs, Wills, and testamentary trusts (tinderboxes for family provisions claims).
If you are an accountant or financial planner looking to advance to become a Succession, Asset Protection and Estate Planning Adviser – or as we know it, a Family Wealth Protector, then the SAPEPAA Accreditation Course is for you.
"I loved the Course and it has given me so much confidence to discuss with clients the need to protect their families wealth for their bloodline. It has changed the way I think and my clients are so engaged. I have reinvigorated my accounting business by adding new back office staff to take away some of my tax compliance giving me time and space to do more profitable work. Currently I have $75,000 of SAPEP work in the pipeline. Best thing I have ever done and great to be part of a new SAPEP community." Mitch Schoers, AMS Business and Tax Advisers, Sunshine Coast
Who is SAPEPAA?
The Succession, Asset Protection, and Estate Planning Advisers Association is an independent, not-for-profit association that offers accreditation for SAPEP Advisers. As a SAPEP Adviser, being one of the first few hundred in Australia, the opportunities are endless. If you complete the course, you can become an Accredited SAPEPAA Adviser through the Association's certification process. For more information on SAPEPAA - www.sapepaa.org.au
The LightYear Training Group SAPEPA Accreditation course is built on the comprehensive competency standards published by the SAPEPA Association. By the end of the course and following the accreditation test you will have the skills and knowledge to advise on:
Creating multi-generational succession planning with clients building legacy trusts for generations to come
Offering the option of enhanced bloodline and asset protection structures including discretionary trusts and SMSFs
Building Wills, testamentary trusts, enduring powers of attorney and advance health care directives
Creating special purpose BDBNs for SMSFs that enable spouses, adult children, and grandchildren to settle a deceased’s superannuation death benefits into a special purpose testamentary trust that lives outside the deceased’s estate
Developing multi-generational tax-free pensions for spouses, brothers, sisters and grandchildren
Comprehensive asset protection from bankruptcy and family provisions claims
A range of Division 7A solutions
Protecting business assets with a Family Protection Trust
And much more...
The LightYear Training Group offers Australia's most important accreditation for the accounting industry. This three-day course will be held online (and in person) and cover 14 modules with an online open-book certification examination after the event. You will have six months to complete the exam in your own time.
Also check out other Workshops in Nailuva, Health & Wellness events in Nailuva.
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