About this Series
As an Accountant, do you ever struggle to understand the legal complexities involved in drafting and executing deeds and trust resolutions? If you do, you’re not alone.
With the introduction of ‘Owies Case’ and Section 100A, trust distribution strategies have gotten more complex in 2023. Accountants will be spending more time than ever helping clients understand how their tax payable will be impacted.
That's why Tim and Dave are back and ready to help you navigate the challenges with our next two-part webinar event series "Trust Distribution Masterclass”. In this event you'll learn how to:
With the introduction of ‘Owies Case’ and Section 100A, trust distribution strategies have gotten more complex in 2023. Accountants will be spending more time than ever helping clients understand how their tax payable will be impacted.
That's why Tim and Dave are back and ready to help you navigate the challenges with our next two-part webinar event series "Trust Distribution Masterclass”. In this event you'll learn how to:
- Explain to clients that the preparation of a Trust Distribution Resolution is an additional and essential service
- Reprice Trust Distribution Resolution services and clearly explain why the pricing needs to change
- De-Risk yourself and your client in line with “Owies case”
- Help Client Success Coordinators manage the signing process before 30 June 2023
- Plan your Trust Distribution process to respond to Section 100A changes
