Resources.

27/09/2018 | factsheet, DIY, business structures, trade marks, LRBA, checklist, unit trusts, trust

Resources for you & your clients

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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