SME Discussion Group Month of March Building Wealth

Nick Stevens

Bachelor of Politics, Philosophy and Economics, Australian National University

is a lawyer at Andreyev (Sydney) Pty Ltd

Nick is the person you call.

In this session, Nick will provide insights about:

"Is a legal issue holding you back"

The lifecycle of a trust

What is a trust – a brief history;

Setting up a trust – ingredients involved;

Choosing the type of trust - fixed vs unfixed, or everything in between;

The taxation of a trust – including distribution resolutions; and

Bringing a trust to an end.

About The Speaker

Wouldn’t it be nice to have someone on your speed dial that can quickly tell you if you really have something to worry about or not? For most people daily life can throw up legal questions but if you are in business or involved with a business as an employer, employee, landlord, tenant, supplier, or purchaser, legal issues may come up all the time. This can slow you down, make it harder to achieve your goals and keep you awake at night!

Nick is the person you call. He provides our clients with practical and efficient solutions across all matters including tax, commercial law, employment law, estate planning and more. He can help you with a ‘quick question’ or develop a sophisticated strategy for you.

When he’s not in the office, Nick can often be found, cycling, running, camping, rock climbing or exploring off the beaten track, somewhere in Australia, in his Troopy.

Contact Nick Stevens and learn why he is the person you call.

Tel: 0449 594 013

Tel: 1300 654 590

Continuing Professional Development Point (CPD Point)

• This event will account for up to a maximum of one (1.50) CPD Point per session.

• We are unable to issue an attendance certificate at this stage.

• Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.

• You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.

• You should only claim for the attended hours only.

Spaces are limited, please ensure you register as soon as possible

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Please feel free to contact us if there is a question.

Thank you for being part of our SME community.

SME Discussion Group | City Head Office @ The Rock Sydney

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