2021 Special Edition Webinar - The Trusts Act 2019 and Investment Strategies
Sec 128 of the Trusts Act 2019 raises a number of important questions for Accountants and the role they should play both as Trustees and when they are giving advice to Trusts. The section goes beyond simply “investing prudently” and asks questions around diversification and investment strategies. Further details under Description . . .
Description
This webinar will cover:
- What is the prudent investment standard and how does it apply to accountants?
- Advising Trustees and/or Trusts when you have “special knowledge or experience”
- What is an Invest Strategy and when would you need one?
- Dealing with the changing circumstances of a Trust
- Creating an Invest Strategy dos and don’ts
- Importance of annual reviews
Presenters
Rhodes Donald
Ping S'ng (Guest Presenter)