8 Powerful Resources for Advisors in 2024

Current as of: 13 February 2024.

To support your professional growth in 2024, we’ve curated a collection of complimentary CPD resources. These materials offer expert insights and practical strategies, empowering you to confidently navigate the year’s challenges and stay ahead of the curve.

SMSF Deeds and Compliance

There have been multiple cases in recent years which highlight the complexities arising from historical issues in SMSF trust deeds; Katz v Grossman, Re Narumon and Munro v Munro, just to name a few. Watch our webinar, Avoiding the SMSF Danger Zone, to further understand the risks associated with SMSF trust deeds and, more importantly, how to mitigate those risks for your clients.  

If watching the webinar piques your interest in SuperDepot, the hassle-free solution to keep SMSF deeds current, compliant and up to up-to-date with industry changes (without the administrative burden!), learn more here.

Structuring Essentials – Companies & Trusts

Establishing appropriate business and investment structures is crucial for maximising asset protection, tax planning and succession planning.  But there is no one-size-fits-all approach when it comes to structuring and best practice is very much dependant on the specific circumstances.

Check out our webinar, The Great Structuring Showdown and our Discretionary Trust Checklist to help you master the art of effective structuring.

Financial Assistance, Capital Reductions and Share Buy Backs

The Corporations Act is heavy with procedural requirements for carrying out capital reductions, share buy-backs and financial assistance. Navigating ASIC requisitions of lodged documentation can be complex and costly (both in time and money). And the courts have interpreted what constitutes financial assistance relatively broadly. 

Watch our webinar, Understanding Financial Assistance, Capital Reductions and Share Buybacks to help you navigate these complex topics effectively. And if after that you’re still looking for more, check out our financial assistance feature article, Keep it Clean with a Whitewash.

Trust Evolve™

For some time now, forward-thinking advisors have been looking for ways to mitigate risks for trustees of discretionary trusts, and themselves as advisors.  Enter Trust Evolve™ – a revolutionary trust solution, combining deed review by our expert legal team with practical distribution templates and risk mitigation tools.

Check out our webinar, Keeping Trust in Trusts to learn more about Trust Evolve™. And if you still have questions after watching that, we’ve answered the top ten questions about Trust Evolve™, as asked by Acis’ advisor clients, in this follow-up, Get to Know Trust Evolve™ webinar. Discover all the features, and access advisor tools for Trust Evolve™ here.

Company Chaos Calmed

There are myriad challenges that can present themselves over the course of a company’s life.  

View our webinar, Company Chaos Calmed, which covers common company dilemmas such as locating missing directors or shareholders, effective share cancellation methods, handling complex share issues and transfers, tax implications for share buybacks and maximising dividend access share potential.

As always, our team are here to help, so feel free to contact us to discuss any of these topics further.