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Join our Trust Distribution Masterclass and gain valuable insights on navigating complex legal and tax considerations for Trusts in light of 'Owies Case' and Section 100A changes.
Simplify Trust Resolutions with Our Masterclass - Pricing, Planning, and Educating Made Easy!
19 April 2023
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3 minute read
Date: Tuesday 2 May
Time: 1:00pm – 2:00pm
Register: https://bit.ly/43ESmQy
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 explain to clients that the preparation of a Trust Resolution is an additional and vital service
- How to price your Trust Resolution services and clearly explain their great value to your clients
- How to educate your team on how to calculate the most tax-effective distribution strategy
- How to help your Client Success Co-ordinators manage the signing process
- How to plan distribution strategies to respond to proposed Section 100A changes
- How to develop a new Div7a strategy for clients
- ?PLUS: We’ll consider the effect of “Owies Case” on Trusts and help you understand which Trust Deeds may need updating and how you can coordinate this. This is a MASSIVE new consideration you MUST MAKE for ALL Trusts before 30 June 2023
We know that managing Trust Distributions can be challenging and overwhelming, but with our Trust Distribution Masterclass, you'll have the tools and knowledge to navigate this complex landscape with ease.
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