SPEAKER
Andrew McCallum, Senior Partner, RAWLINSON & HUNTER www.rawlinson-hunter.ch
This seminar expands in more detail on the subjects covered in the Level I seminar. By means of a practical case studies and examples to illustrate the points being covered, the seminar shall:
- Review different accounting policies for investments (e.g. average cost) and assess the impact on recorded profits
- Review the contents of underlying company accounts, using a practical case study as an example
- Review “inter-entity” balances between the trust and underlying company
- Overview of how to consolidate a trust and underlying company
- Review cashflow v balance sheet insolvency
- Analysing the investment line in the financial statements
- Give a practical example of how trust accounts and tax numbers can differ
- Review of different audit reports
Who will benefit from the Trust Accounting Seminar?
The seminar is for employees of trustees who wish to improve their understanding of trust accounts, and how to drive value from trust audits. The seminar will be held in English.
SPEAKER CV
Andrew is a Chartered Accountant (ICAS) and a registered, qualified auditor in Switzerland.
He is a trustee and member of several professional bodies, notably being Chair of the Swiss and Liechtenstein STEP Federation (2018-present), Chair of the STEP Worldwide Professional Standards Committee, and Treasurer and a committee member of STEP Geneva and the Swiss Association of Trust Companies. Previously he has been member of the STEP Worldwide Governance Committee, and member of the Governing Board and Chair of the Audit and Risk Commission of the International Federation of Red Cross and Red Crescent Societies. He is a regular publisher of articles and speaker at conferences, holds a MBA. He has been co-organiser and chair of the STEP Switzerland and Liechtenstein Alpine Conference held annually in Interlaken since its inception. Andrew is Senior Partner of Rawlinson & Hunter in Switzerland, splitting his time between Geneva and Zurich.
STEP OFFICE Zug
Corinne Graf
Events/Admin
STEP Zurich Centre Supporter
STEP Zurich Centre Supporter
