To Fix or Not to Fix
Discover the key differences between “fixed”, “non-fixed”, and “special” unit trusts and their impact on tax and land tax benefits. […]
Current as of: 13 June 2023.
On 13 June 2023, Acis released an updated SMSF Deed for:
• new SMSFs
• SMSF deed upgrades; and
• SMSFs that are subscribed to SuperDepot.
The Deed combines technical improvements with practical efficiencies and guidance to simplify the governance of SMSFs. A detailed summary of changes can be found here.
We updated our Deed with input from a national panel of SMSF experts, including in-house and specialist lawyers, administrators, planners, and accountants. Their diverse expertise in the SMSF sphere ensures that our Deed reflects the most comprehensive and up-to-date industry knowledge.
For SMSFs that are subscribed to SuperDepot, there is nothing to do. Those funds will automatically adopt the new Deed.
If your funds are not subscribed to SuperDepot, this is an ideal opportunity to take a closer look. Book a demo to explore the benefits on offer or contact us to discuss upgrading your deeds.
Discover the key differences between “fixed”, “non-fixed”, and “special” unit trusts and their impact on tax and land tax benefits. […]
With ongoing industry attention, discretionary trusts have been central to discussions on risk management for trustees and advisors. Watch our webinar to ensure you stay updated on recent shifts and gain the necessary tools to maximise trust outcomes for your clients. […]
From 1 February 2024, increased duty is payable for discretionary trusts, SMSFs and LRBAs in New South Wales. […]