COURSES / SEMINAR
ZURICH
WEDNESDAY, 18 SEPTEMBER 2024 | 15:15 - 17:30

Trust Accounting and Auditing Seminar

The Swiss Association of Trust Companies in conjunction with STEP invite you to a
Trust Accounting and Auditing Seminar

SPEAKER
Andrew McCallum

TOPIC
FINMA considers accounting to be a core activity for trustees. By means of a practical case study to illustrate the points being covered, the seminar shall:

  • Address whether and why trust accounting is necessary
  • Consider whether it is a legal requirement to prepare trust accounts
  • Consider why trust accounts and tax numbers are very often different
  • Investigate what are appropriate accounting policies to use in trust accounts
  • Address whether separate income and capital accounts are necessary in the financial statements
  • Review the contents of trust and underlying company accounts, using a practical case study as an example
  • Consider audits of trusts: what does your auditor actually do in an “audit” and what are the different types of audits available to you as trustees?

Who is the Trust Accounting Seminar for?
The seminar is for 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), Treasurer and a committee member of STEP Geneva and the Swiss Association of Trust Companies, member of the STEP Worldwide Governance Committee, and is Vice-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 and in his spare time enjoys long-distance triathlons. He has been co-organisor 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.

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STEP OFFICE Zug
Claudia Kaplan
Events/Admin

Date
WEDNESDAY, 18 SEPTEMBER 2024 | 15:15 - 17:30

Venue
Personalrestaurant Piazza Credit Suisse Uetlihof
Uetlibergstrasse 231 / 1st floor / Patino
8045 Zürich
SCHWEIZ
link to venue

Registration by
TUESDAY, 17 SEPTEMBER 2024

CPD
2 hours towards CPD obligation

Fee


Timetable
15.00  Registration
15.15  Seminar
16.15  Coffee break
16.30  Seminar followed by Q&A
17.30  Closing remarks

Conditions
Cancellations must be received within 5 working days of the date of the seminar. After this time, cancellations cannot be accepted. Only cancellations made in due time will be refunded. Substitutions may be made at any time.

The fee includes the course, records and a refreshment.

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