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Explore how trusts are created, the legal principles that underpin them, key roles, trust types and the trust taxation framework.
Discover how to put AI agents into your workflow to automate tasks and unlock capacity across your firm.
Understand how trust income flows to beneficiaries, when trustees are taxed including rules for present entitlements.
Understand how CGT applies to trusts, including capital gains streaming rules, specific entitlements and the trust loss tests.
Dive into the people skills you need to lead with confidence while maintaining your own balance.
Understand the tax and integrity rules for trusts, including FTEs, Section 100A, Division 7A and UPEs.
Explore practical ways to handle tough conversations without avoiding or overcomplicating them
Learn practical ways to retain your top performers and build a more stable team.
Learn how to create a team environment that supports strong performance and keeps your people engaged.