5 hours of training that actually matters

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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