Course Topics:

At the end of this webinar, you are expected to:

  • Consider the significance of being a settlor of a trust
  • What is the definition?
  • Discuss some "red hearings"
  • What changes are coming up?
  • How will those changes impact on some trusts?
  • What do we as advisors need to be aware of?

Estimated Time: 1 hour 45 minutes

Course Topics:

  • Reasons for migrating to Xero
  • Conversion requirements
  • Recreating the Trial Balance from the published annuals
  • Setting the conversion balances
  • Creating the fixed asset registry import file
  • Final checks
  • Most common issues and troubleshooting

Estimated Time: 3 hours

Course Topics:

  • What is a Ledger Account
  • Preliminaries
  • General Ledger Movements
  • Posting Net Movements
  • General Ledger Review
  • Alignment Journal

Estimated Time: 4 hours

Course Topics:

There are TWO Grad Pack Q&A Session Webinars to watch here. They follow on from the Grad Pack Tech Savvy Webinars which covered:

  • Introduction to Tax
  • FIFs and PIEs - the Basics
  • Introduction to Farming
  • Accounting for Rental Properties
  • GST Fundamentals
  • FBT - what you need to know

Estimated Time: 3 hours 45 mins

Course Topics:

  • What is a Maori Authority
  • Tax Rules for Maori Authorities
  • Maory Authority Credit Account
  • Donations or Koha

Estimated Time: 1 hour