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MORE GIVE. LESS TAX. The guide every adviser needs to read.

With June 30 almost here, there’s still time to talk to your clients about how they can give through tax effective structures. And you can prepare for those discussions now by simply downloading MORE GIVE. LESS TAX.

This free guide has been specifically created for advisers who want to get a better understanding of structured giving and the tax benefits that it could deliver to clients. In this guide you will learn about different giving structures and the pros and cons of each. There are also stories that show how philanthropy may provide an opportunity for your clients to create greater connection with the causes they support. If you want to understand the motives that drive your clients’ decisions to give, and you want to see how you can bring philanthropy into client discussions, this guide is for you.

Download your free copy now

Elston Philanthropic Services also gives you the opportunity to attend workshops where you can learn more about philanthropy and the simple strategies that make it easier for you to bring giving and legacy into the discussion. To learn more about Elston Philanthropic Services, visit our website.

Disclaimer: This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Services Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

EP Financial Services Pty Ltd
AFSL 325252 ACN 130 772 495