Curriculum
- 23 Sections
- 20 Lessons
- 10 Weeks
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- 1. GWC Client Support: Save signed Agreement into client folder and prepare client invoice.0
- 2. GWC Client Support: GWC provides sends GWC Email Template 1 to request client access to videos, invoice and to commence process0
- 3. GWC Client Support: GWC provides sends GWC Email Template 2 to client advising that Wealth Safe will be in touch to implement structure0
- 4. WS: WS Invoice GWC0
- 5. WS: Welcome Email – WS sends client Email Template 3 containing a letter, project map, document examples, Foundation form0
- 6. WS Kerry: The Client sends back draft documents to WS to review.2
- 7. WS Kerry: The Client books an appointment with WS (Warren) to review final documents including:4
- 8. WS Gracie: WS sends Lawyer Email Template 4 to draft Charitable Trust Deed1
- 9. WS Gracie: WS sends Lawyer Email Template 5 to client to confirm Trustee Details1
- 10. WS Gracie: Lawyer drafts Charitable Trust Deed0
- 11. WS Gracie: WS sends draft Charitable Trust Deed to Warren for approval Email Template 61
- 12. WS Gracie: WS sends Email Template 7 to Accounts to process Lawyer invoice0
- 13. WS Gracie: Trust Deed is approved by Warren and sent to client, with instructions, for signing via Email Template 81
- 14. WS Gracie: Trust Deed is returned by client and followed up if not received after 7 days0
- 15. WS Gracie: WS lodge application for ABN and TFN (see ABR registration for Foundation)1
- 16. WS Gracie: WS instructs Client to create ACNC login details and provides info to WS via Email Template 91
- 17. WS Gracie: ACNC Lodgement (see Process ACNC Lodgement)Attach: Signed Charitable Trust Deed, Day to Day Activities, Canon of Beliefs1
- 18. WS Gracie: Send draft ACNC application form to Warren for checking via Email Template 10Attach: Letter to ATO and ACNC1
- 19. WS Gracie: WS finalise ACNC Lodgement (after being approved by Warren) (see Process ACNC Lodgement)3
- 20. WS Gracie: Send Email Template 11 to client re ACNC Charity Application Submission1
- 21. WS Gracie: Charity Registration for ACNC and ATO (Client sends email to WS that their application is successful, and their Public Foundation is approved)0
- 22. WS Gracie: WS sends Email Template 12 which outlines next steps, compliance obligations, Minutes of Meeting templates2
- 23. GWC Client Support: Client books a follow up call with Specialist (Warren) to discuss next steps0
