Special Edition Webinar: Trust Beneficiary Disclosures & Company Administration - The Fundamentals
Join Ping S'ng as she discusses the how and why of Trust Beneficiary Disclosures and Company Administration. This webinar will focus on ensuring you understand the fundamental obligations of record keeping for trusts and companies.
Description
The fundamental documentation required for:
- disclosures to beneficiaries under the Trust Act 2019 (not IRD disclosures!)
- company administration records to be maintained
Webinar highlights
- Disclosure to beneficiaries – the what and how
- When disclosure to beneficiaries is not required
- Ensuring proper records are maintained for companies
This webinar will:
- discuss what beneficiary disclosures are required
- consider the trustee’s role in providing information to beneficiaries
- consider the mitigating factors where disclosure is not made
- unpack what company statutory records are required
- examine Interests Register and required interest disclosures
- highlight some common mistakes in company administration
Presenters
Ping S'ng
CPD Hours and Recordings
1.5 CPD hours