Resources.

06/12/2018 | Peter Johnson SMSF, SMSF Update, pension, pension rules, SMSF deed, SuperDepot

Don’t Fall Foul of New Pension Rules

Serious consequences for failing to make minimum payments
Peter Johnson shares on why it is an absolute must that your clients’ deeds be amended to address this clause in relation to pensions.
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21/06/2018 | Stephen Harvey SMSF, superannuation, deed, SuperDepot

New SMSF deed

Acis and SuperDepot release an updated SMSF deed
Acis and SuperDepot have an updated SMSF deed from 21 June 2018.
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09/04/2018 | Peter Johnson, SMSF Services Director SuperDepot, SMSF, trust law, superannuation law, related party loans, unit trusts, trust deeds

Lifting the lid on SMSF traps

Up to half of accountants not clear about rules
Peter Johnson, SMSF Services Director at Acis, warns accountants of the traps that lurk beneath the surface.
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09/11/2017 | Stephen Harvey trust deed, trustee, distributions, safeguard mechanisms, capital, income, transactions

Read the Deed Too

Why Perry v Nicholson is the case to watch
In this second edition of Read the Deed, Stephen Harvey offers advice for both advisers and trustees
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14/09/2017 | Stephen Harvey trust deed, trustee, distributions, safeguard mechanisms, capital, income, transactions

Read the Deed

The devil is always in the detail
Stephen Harvey, Head of Legal Services, explains when dealing with trusts why the starting point is always to read the trust deed
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08/06/2017 | Shane Topping SuperDepot, deed

SuperDepot upgrade released

Substantial passive revenue opportunities in SMSFs
Take a look at the host of new features that our newly upgraded SuperDepot can offer you
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13/04/2017 | Matt Neibling tax, super trust, deed, property

Acis All Areas April 2017

Super hype over super reforms
Yep! We’re over it. Super reforms are coming! Super reforms are coming! We hear ya.
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12/04/2017 | Stephen Harvey SuperDepot, Super, trust, deed, legislation

Maximising Revenue in SMSFs

New super trust deed enables seamless client transition
Have you heard about the recent changes to superannuation legislation?
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12/04/2017 | Stephen Harvey default beneficiaries, trust, deed, trustee

Haunted by Default Beneficiaries

Incorrect trust deeds remove a trust’s safety net
Join Stephen Harvey in looking at how incorrect trust deeds remove a trust’s safety net
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20/02/2017 | Matt Neibling tax, risk, trust, deed

Acis All Areas February 2017

Don’t be a turkey in the year of the rooster
Unfortunately for some, the Year of Rooster may well be the Year of the Turkey! We’ve already seen a prime example of a firm relying on an automated, online document provider to amend a trust deed. The firm, and its clients, are now paying the price.
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16/09/2016 | Stephen Harvey beneficiaries, trust deeds, settlor, notional settlor, notional settlor exclusion

Settlors as Beneficiaries?

Avoiding invalid trust distributions
Ever thought about having a settlor of a trust also act as a beneficiary? Stephen Harvey discusses the ramifications of this decision and the best practices that should be implemented.
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16/09/2016 | Matt Neibling beneficiaries, trust deeds, settlor, notional settlor, notional settlor exclusion

When Cheap Isn't Cheerful

The trust deed that ended my morning coffee
Join Matt Neibling in looking at when the race to remove human intervention isn't always key to a cheerful ending
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15/09/2016 | Matt Neibling trust deeds, beneficiaries, Acis client portal

Acis All Areas September 2016

When Cheap Isn't Cheerful
I don’t often choke on my morning coffee, but came close last week when our legal services team showed me a trust deed that had come into the office for review.
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04/02/2016 | Stephen Harvey deed amendments, trust deeds, appointor, guardian

The Devil is in the Detail When it Comes to Deed Amendments

Tips to consider before making amendments
Trustees have been put on notice as a result of the recent Mercanti v Mercanti case, which demonstrated the need to carefully read a deed when a trustee proposes to amend it. Stephen Harvey of Acis discusses four tips to remember to avoid a disaster when amending your clients' trust or business structures.
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04/02/2016 | Matt Neibling deed, amendments, acis, deadline, compliance, tax

Acis All Areas - February 2016

Devil Is In The Detail With Deed Amendments
Welcome to 2016. The team at Acis has returned to the fray feeling energised, and focused on adding value to our clients' advisory arsenal.
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29/10/2015 | Stephen Harvey SMSF, trusts, deed, updates

Change is the New Norm

The benefits of deed consistency
The question often arises as to whether the trust deed for a self-managed superannuation fund needs to be updated regularly. The response is generally 'yes', however there are a few considerations to be aware of that Stephen Harvey touches on within this article.
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12/02/2015 | Stephen Harvey risk, trust, deed

Exterminate! Exterminate!

The risks of letting robots run the show
Risk comes in many forms, and our primary focus at Acis is to manage and mitigate these risks to ensure any potential harm can be eliminated before it is too late. Stephen Harvey of Acis, discusses this more in depth in the following article.
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12/02/2015 | Matt Neibling risk, awareness, electronic signatures, trust, deed

Acis All Areas - February 2015

Uncovering the Unseen risks
Director of Acis, Matt Neibling, discusses the areas of risk and potential risk encountered by many practitioners in the market.
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10/12/2014 | Stephen Harvey trust, deed, risk

Why Risk It?

Accounting firms are not regularly checking trust deeds
Can you recall the last time your clients' trust deeds were reviewed? This article highlights the potential risks that can come from not reviewing and updating clients' trust deeds.
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10/12/2014 | Shane Topping trust, deed

All May Not Be Lost

Even your trust deeds
Shane Topping of Acis highlights the many things to consider when looking at the potential impacts involved when replacing a lost trust document.
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