Accountants Role as Trustees - Checklist & Templates Package - September 2020
A package of checklists and templates which are specifically geared towards satisfying the requirements under the Trusts Act 2019, in relation to record keeping and disclosures to beneficiaries.
Description
Included will be checklists on:
- Trust details – to records relevant details of the trust.
- Trust review – matters to consider when reviewing trust deed to assess fitness for purpose when the Trusts Act 2019 takes effect on 30 January 2021.
- Trust core documents – what documents need to be kept.
- Disclosure of basic trust information to beneficiaries – factors to consider in relation to disclosure.
- Disclosure of trust information when requested – factors to consider in relation to disclosure.
There will be templates for:
- Register of core documents.
- Register for disclosure of basic trust information.
- Register for trust information requests.
- Trust resolutions regarding requests for trust information.
- Letter to beneficiaries for basic trust information.
- Letters responding to trust information requests.
- Letter to client for trust review
Presenters
Ping S'ng