PRIVATE TRUST ADMINISTRATION

Private Trust Administration Course

Learn how

to run your private trust properly — and privately.

You’ve got the private trust deed. Now it’s time to understand exactly how to manage it.

This course walks you through the step-by-step process of administering a private trust confidently, lawfully, and without triggering unnecessary reporting, tax, or legal risks.

If you’ve ever wondered:

"Now that I have the trust — what do I actually do with it?"

This course gives you the clear, actionable answers.

What You’ll Learn:

What a non-statutory trust actually is — and how it works

How to record asset transfers into the trust correctly

When and how to write trustee resolutions

The difference between public vs private operation

What not to do (so you don’t accidentally create tax issues or expose yourself)

How to handle expenses, beneficiary use, and future changes

Best practices for record-keeping, succession, and long-term control

What’s Included:

Step-by-step lessons (no fluff — just clarity)

Real-world examples of resolutions and trust use

Downloadable templates

Support via email if you get stuck*

Why This Matters:

Too many people get a trust… but never actually use it properly.

This course ensures you understand:

Your role as trustee

Your powers and responsibilities

And how to use the trust as intended — without stepping into statutory obligations

If it’s worth protecting — it’s worth running properly.

One-time payment. No subscriptions. Instant access.

Learn at your own pace and revisit anytime.

*Email support is limited to reasonable questions related to the course content.

We’re happy to help clarify the material or point you in the right direction — but this is not a personalised consulting service.

Support is capped at two email interactions per student within 30 days of purchase, to keep things fair and manageable for everyone.

For deeper support or ongoing help we have a list of experienced contacts whos services you may engage.