Ethics Essentials: Tax Agent Services Act Code of Professional Conduct
The Code of Professional Conduct now extends well beyond the principles many practitioners originally learned. With 17 Code items, eight […]
Keeping Trust in Trusts
Brooke Hansen, current as of: 22 February 2023.
The industry has been inundated with guidance regarding discretionary trusts, raising the question: what steps can be taken to mitigate risk for trustees and advisors? Fortunately, the answers were provided in our Keeping Trust in Trusts webinar, which is now available on-demand.
During the webinar, participants unlocked the key to confidently communicating trust-related issues to their clients, thanks to plain English explanations of TR 2022/4, PCG 2022/2, Owies, Guardian, BBlood, and more. They also learned about the power of Trust Evolve®, a comprehensive solution to help advisers deliver trust distributions with confidence.
To learn more about Trust Evolve®, please get in touch with us.
