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