Summary
How well prepared are you for the management and transfer of your assets as part of your estate?
Building and managing wealth over the years also means considering how your assets will be managed and transferred. Having a clear estate plan can provide greater clarity and help minimise potential complications in estate administration.
This session, delivered by Amanah Raya, will provide practical insights into estate planning, Will writing and succession planning. You will learn about the importance of having a valid Will, key considerations when preparing one, and the roles and responsibilities of executors and beneficiaries.
The session will also cover what happens to your assets upon death, including Probate, Letters of Administration and the general process of estate administration. Practical considerations involving property, investments, businesses and family arrangements will also be discussed, together with common estate planning pitfalls and the importance of reviewing your arrangements as circumstances change.
This event is brought to you by the CPA Australia Malaysia Veterans Committee.
Programme:
10:00 am – Registration & refreshment
10:30 am – Event starts
12:00 pm – Event ends
For more information, please email my@cpaaustralia.com.au
Learning Outcomes:
- Explain the importance of having a valid Will in estate planning and succession.
- Describe the key processes involved in estate administration, including Probate and Letters of Administration.
- Identify common estate planning pitfalls to avoid when reviewing and updating your arrangements.
CPD hours: 1.5 hours
Speaker
Take a look at our speaker scheduled for this event.
Loganathan S. Muthuvelu
Mr Loganathan S. Muthuvelu is the Senior Manager, Group Compliance, Integrity & Governance Department at Amanah Raya Berhad, with over 18 years of experience in legal services, marketing and communications, compliance, integrity, and governance. Since joining Amanah Raya in 2008, he has held leadership positions across the Legal, Marketing & Communications, and Compliance functions.
He specialises in regulatory compliance, corporate governance, integrity management, and legal affairs, and has played a key role in strengthening governance frameworks and promoting ethical business practices within the organisation.
Mr Loganathan holds a Bachelor of Laws from the University of Wolverhampton, UK, and is a member of the Professional Will Writers Association, UK. With his broad cross-functional experience, he is passionate about advancing good governance and helping individuals and organisations navigate regulatory and estate planning matters.
Venue / Location