Managing Your Trust Once It’s Set Up
Unlock the Secrets of Trust Management with Michael Ryan
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Why Attend?
Have you set up a trust but are feeling lost about what to do next? Are you feeling uncertain about managing your trust structure effectively?
Many people who set up a trust for business or investment purposes only realise they don’t know what to do next once it’s done. They don’t know if there’s ongoing fees, what paperwork to submit, how to transfer money in and out, and more.
It’s time to gain clarity and control.
Join us for our special 2-hour workshop, “Managing Your Trust Once It’s Set Up,” hosted by Michael Ryan, a seasoned specialist with over 20 years of experience. Michael’s impressive credentials make him the perfect guide to help you understand the ins and outs of trust management.
This workshop is designed for individuals who have established a trust or are considering it but need comprehensive guidance to manage it in full compliance with legal requirements.
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What You’ll Learn?
In this workshop, you will gain invaluable knowledge covering topics such as:
• Types of trust structures
• Trustees – corporate vs individual
• Pros and cons of using trusts for tax and asset protection purposes
• How to move money in and out of your trust once it’s set up (do’s and don’ts)
• Managing your trust compliantly once it’s set up – yearly obligations, fees, documents involved, paperwork, etc.)
• Day to day running of your trust
• How to manage records for your accountant
• Q&A
REPLAY
About Michael Ryan…
Michael holds a Bachelor of Commerce and an LLB with Honours from the University of Queensland and has been a Chartered Accountant for 29 years.
Michael is an experienced investor, director and executive of businesses across a range of industries including infrastructure, trade & investment, resources and construction.
Throughout his career Michael had encountered young companies with great ideas and significant potential for growth that lacked the ability to scale up. He collaborated to create Ingredior so he could use his strategic, commercial and financial expertise gained from years of experience in running various growth enterprises to benefit these companies. Michael services clients’ strategic finance needs in addition to providing access to his extensive business networks for funding, partnership opportunities and general business development.
Apart from his work with Ingredior, Michael is currently CFO and Company Secretary for Freedom Energy Corporation, as well as a number of other Ingredior clients.
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CONTACT US
Email: support@globalwealthclub.com
Level 28, AMP Tower, 140 St Georges Terrace Perth, WA
Phone: 08 9278 2565
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