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
The recent AAT decision in the case of Bendel and Commissioner of Taxation [2023] AATA 3074 is in stark contrast to the ATOs longstanding position that an unpaid present entitlement of a corporate beneficiary constitutes the ‘provision of financial accommodation’ by the company to the distributing trust. […]
Recent legislative and industry updates have introduced significant changes, including increased duty and extended vesting dates for trusts, broader electronic signing capabilities for companies, and additional guidance on the classification of discretionary trusts as foreign entities. […]
Peter Johnson highlights the complexities that arise from historical issues in SMSF trust deeds and provides practical strategies to address these challenges. […]