Day 1: Discretionary Trust Day

Discretionary Trust Day: Grant Abbott and Timothy Munro
Sponsored By: LightYear Docs

 Key Takeaways: 

• How to “read the Deed”
• “Income” definitions
• Locked in Succession options
• How wealth can be keep in the family “bloodline”
• How to easily generate compliant Trust Distribution Resolutions
• Electronic signing of Trust Distribution Resolutions
  
  BONUS: What is the best trading entity? A Company or a Discretionary Trust 

Day 2: SMSF Deed Day:

SMSF Deed Day: Frank LaSpada, Grant Abbott and Timothy Munro
Sponsored By: Seamless SMSF Frank LaSpada, Grant Abbott and Timothy Munro
Sponsored By: Seamless SMSF

Key Takeaways: 

• How to “read the Deed”
• Contribution Suspense Account Strategy – effectively a DOUBLE tax deduction this year for super if done in June 2021
• Locked in Succession options
• How wealth can be keep in the family “bloodline”
• A better solution that BDBN’s
• Why all SMSF clients need a SMSF Will
  
  BONUS: Electronic signing of Trust Distribution Resolutions – INTERVIEW with Melissa Voss from FuseSign

Day 3: Trustee + Appointer Day

Trustee + Appointer Day: Ron Lesh, Timothy Munro and Grant Abbott

Sponsored By: BGL

Key Takeaways:

• What are their roles?​
• What happens on death or incapacity of Appointor?​
• How are they changed / removed?​
• Can you guarantee a “line of succession”?

Day 4: Contest Day: Timothy Munro + Grant Abbott Vs a Family Lawyer

Contest Day: Timothy Munro + Grant Abbott Vs a Family Lawyer
Sponsored By: ChangeGPS

Hear the experts challenge common assumptions about Deeds.

• Can structures be “bullet proof”?​
• Insolvency Practitioner -v- Grant + Tim​
• Family Lawyer -v- Grant + Tim

Day 5: Deed Update Day

Deed Update Day: Timothy Munro and Grant Abbott
Sponsored By: Fuseworks

Key Takeaways:
 

• The great “Resettlement myth”​
• How to update a Discretionary Trust​
• How to update a SMSF Deed​
• What price to charge for updates?​
• How to position updates to clients so they want them​
• The Engagement process for updates