The Trusts Act – Practical Implications for Accountants, Trustees and Clients (Webinar)

The Trusts Act 2019 passed in July 2019 becomes effective on 30 January 2021.  The Act modernises the New Zealand trustscape
and makes trustees duties and responsibilities more transparent.

This webinar reviews the implications of the new legislation and takes a fresh look at ways

  • Accounting practitioners
  • Professional trustees
  • Trust clients

can practically respond and meet their obligations in terms of the Act.

Upon completion of this activity you will be able to:

  • Understand the key changes being introduced
  • Review the implications for trustees and advisers
  • Implement strategies for managing and strengthening trustee governance

 

Total CPD Hours: 1.25

 

Suited to:

Members of accounting firms who

  • Act as trustee
  • Provide trustee and administration services
  • Provide advisory services to client trustees

 

 

PRESENTER

Lindsay Pope, Trustee Support Ltd

Lindsay provides independent consultancy services to professional advisers and firms wanting to unlock commercial value and
reduce professional risk in their trust and estate planning services. He speaks, authors and mentors on good trustee and beneficiary
practice and brings over 40 years’ experience managing trusts and estates, to help trustees improve their contribution in the role. Lindsay
is the President of the Estate & Taxation Planning Council of NZ, a member of the Society of Trust & Estate Practitioners and serves as
a trustee professionally.

  • 3 November 2020
    10:00 am - 11:15 am
Details Price Qty
Registrationshow details + $218.50 (NZD)*  

* price includes taxes


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