About This Webinar
Trust distribution is under the microscope right now. Making sure you’re getting the fundamentals of your clients’ trust deed advice has never been more important.

Join this session to learn:
* The different powers of trustees and appointers and how you can have a “line of succession” built into your Deeds to give your clients absolute certainty
* How to use a “Leading Member” Trust as Vault to keep your clients’ wealth in their family “bloodline”
* Resettlement myths – busted!
* How to price your trust structuring advice
Presenters
  • 1727918412-6720bf0dfcc18c14
    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.
  • 1727918419-132265005f088d50
    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.