Webinar: Keeping Trust in Trusts
The industry has been inundated with guidance regarding trusts, raising the question: what steps can be taken to mitigate risk for trustees and advisors? […]
Resources for you & your clients
Acis, current as of: 27 September 2018.
With so many DIY options available to your clients, we understand how challenging it is to convince them of the value that you provide, particularly in avoiding risk. We have a number of resources available that you can provide to your clients, that will also support you in building efficiencies in your business.
Factsheet: The Costs & Pitfalls of DIY Business Structures
Factsheet: What’s in a name? Nothing much…just the future of your business
Checklist: Discretionary Trusts
Checklist: Unit Trusts
Checklist: LRBAs
