Trust Distribution work has changed dramatically over the last few years. The interpretation by the ATO and the court of trust law has seen many changes that need to be considered, like Section 100A and Owies Case, to get the best outcome for your clients.
* Is the work you’re doing for Trust Distribution compliant with these changes?
* Do your clients’ Trust Deeds need to be updated?
Join ChangeGPS Founder Timothy Munro and GM David Boyar FCA for this webinar to learn the systems you can use to save time and de-risk your firm.
Agenda
Learn the system that can increase your efficiencies with Trust Distribution.
Hear why educating your clients on the required deed updates is important.
Presenters
David Boyar
General Manager, ChangeGPS
David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
Timothy Munro
Founder & Executive Director, ChangeGPS
Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.
Scott Peeler-Hammond
Head of Sales
Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales. He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.