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Trust administration and management : understanding your role - from both legal and financial perspectives by Debbie Sherratt, Phillip Roth, Richard Lang and Jeremy Barton

By: Sherratt, Debbie | Polson Higgs|Duncan Cotterill.
Contributor(s): Roth, Phillip | Lang, Richard | Barton, Jeremy.
Series: Professional Development course paper (NZICA).Publisher: Wellington, New Zealand New Zealand Institute of Chartered Accountants (NZICA) 2008Description: Course package: 1 DVD and 1 course paper 30 cm.ISSN: 1173-9851.Subject(s): TRUSTS | TRUSTEES | TRUSTEE COMPANIES | TRUST DEEDS | GOVERNANCE
Contents:
DVD: contains one presentation: Trust administration and management ; COURSE PAPER: Introduction ; Discretionary family trusts ; Taxation of trusts ; Trust administration ; What can go wrong and what to do about it ; Reporting ; Changes to trusts ; Challenges to trusts ; Governance and management ; APPENDICES: Checklists ; Resolutions ; Registers
Summary: Begins with a look at the history and development of trusts and proceeds through all aspects of their governance and management. Talks about the taxation of trusts and trustee meetings and includes case studies.
Item type Home library Call number Vol info Status Notes Date due Barcode Item reserves
CA Course/Conference Paper - NZ CA Course/Conference Paper - NZ New Zealand
S.897 (Browse shelf) 897 Not For Loan Historical collection: If you would like to borrow this publication please email us. CA004385
Total reserves: 0

DVD: contains one presentation: Trust administration and management ; COURSE PAPER: Introduction ; Discretionary family trusts ; Taxation of trusts ; Trust administration ; What can go wrong and what to do about it ; Reporting ; Changes to trusts ; Challenges to trusts ; Governance and management ; APPENDICES: Checklists ; Resolutions ; Registers

Begins with a look at the history and development of trusts and proceeds through all aspects of their governance and management. Talks about the taxation of trusts and trustee meetings and includes case studies.

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