In the mad rush to the EOFY, get your trust distributions sorted and up to date with a workflow that makes your life easy - and generates revenue for your firm. 

Join us to for a one-hour Masterclass to get your Resolutions signed by 30 June with no fuss and learn how to:

  • Easily explain to clients that preparation of a trust resolution is an additional service
  • Price your trust distribution services against national benchmarks
  • Educate your team on how to calculate the most tax effective distribution strategy
  • Help your Client Success Co-Ordinators manage the signing process
  • Plan distribution strategies to respond to proposed Section 100A changes
  • Develop a new Div7a strategy for clients

Web Event

 

Trust Distribution Masterclass

Monday 30th May 2022

1:00-2:00pm AEDT

Conditions for CPD points:

  • CAANZ members may claim webinar attendance as CPD hours if personally satisfied it is professionally relevant and meets the CPD requirements set out in the CR 7 Continuing Professional Development requirements for CAANZ.
  • CPA Australia members may manually record webinar attendance in their CPD Diary if the activity increased knowledge or skills in relation to the member's job role or career aspiration.
  • IPA Members can enter their attendance to the webinar as structured CPD activity.
  • The Tax Institute members can record the webinar attendance as structured CPD if it is relevant to their role.

Your Hosts

Timothy Munro

Timothy Munro

Founder, ChangeGPS

Tim founded ChangeGPS after founding award-winning accounting firm Change Accountants & Advisors. Tim is a former Director of the Institute of Public Accountants, is currently its Queensland President, and 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.

David Boyar

David Boyar

CEO, 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.

 

 

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Thousands of details that make a thriving practice run. Hundreds of tried and true templates for fast, easy and powerful client communications. The billing models and methods that unleash your profit potential.

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Bring your team.

CPD is best served in a group. Invite along your team and give them the confidence to have the important conversations with their clients.

Bring your team.