Resources.

10/10/2018 | Events, Tax Events, trust, trust resolutions

Trust resolutions in high-res

Discover the detail
Webinar recording from our final series of Tax Events for 2018 focused on the importance of trust resolutions and how getting them wrong will cost you.

To finish off our recent Tax Events seminar series, hosted in conjunction with Redchip, tax expert Trung Vu ran a one hour webinar on our seminar topic, Trust Resolutions in High-res.

In this webinar, we run a microscope over trust resolutions, dissecting the common mistakes and misunderstandings. This webinar discusses essential elements for achieving relevant resolutions and provides solutions for complying with tax laws, as well as examining some of the latest points of interest around trusts.

Watch the webinar below and click here to download the corresponding paper.

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

Resources for you & your clients

We have available to you a number of resources to provide to your clients, and also to support you in building efficiencies in your business.
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27/09/2018 | Discretionary trust, checklist

Checklist: Discretionary Trusts

Failing to effectively establish and operate a trust can lead to poor outcomes for you and your clients.
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27/09/2018 | Unit Trust Checklist, unit trust, checklist, tools

Checklist: Unit Trust

Failing to effectively establish and operate a trust can lead to poor outcomes for you and your clients.
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09/08/2018 | default beneficiaries, beneficiaries, trusts, BGL CAS 360, integrations, Upcoming Events, Xerocon, Tax Events

Acis All Areas - August 2018

Are Default Beneficiaries a Necessary Evil? Taking a blanket approach is not a good idea
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08/08/2018 | Emily Pritchard default beneficiaries, beneficiaries, trusts

Are Default Beneficiaries a Necessary Evil?

Taking a blanket approach is not a good idea
Emily Pritchard, Legal Services Manager at Acis, shares why taking a blanket approach to default beneficiaries is not a good idea.
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21/06/2018 | Acis trust, state-based duty law, trust establishment, power of attorney,

Acis All Areas - June 2018

Where the duty lies when establishing trusts - Even the big guys get confused
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18/06/2018 | Emily Pritchard trust, state-based duty law, trust establishment, power of attorney,

Where the duty lies when establishing trusts

Even the big guys get confused
Emily Pritchard, Legal Services Manager, shares a brief overview of what happens when the big guys get it wrong when establishing trusts.
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30/05/2018 | video, webinar, trusts, FAQs, discretionary trusts

Ask Us About Trusts

Our experts have compiled the top questions they are asked about Discretionary Trusts, with all answers revealed in this sharp, practical webinar.

Common Questions Answered

We've asked our experts to compile the questions they regularly field about Discretionary Trusts, with all answers revealed in this sharp, practical webinar.

Questions? Get in touch with our Expert Panel:

Stephen Harvey

Emily Pritchard

Trung Vu

Playna Ho

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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, state-based duty law, trust establishment

The State of Your Trust State

How the location of your trust impacts stamp duties
Join Stephen Harvey in looking at how the location of your trust impacts stamp duties
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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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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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17/02/2017 | Stephen Harvey unit trust, fixed trust

When a Unit Trust is Not a Fixed Trust

Why all trusts are not created equal
Join Stephen Harvey in looking at why all trusts are not created equal
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26/10/2016 | Stephen Harvey geared unit trusts, SMSF

Don’t Be Fooled by Geared Unit Trusts

We’ve noticed some of our competitors are talking up what they call a “geared unit trust” as being suitable for SMSFs.
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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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28/07/2016 | Stephen Harvey trust, assets

What State is Your Trust In?

Outer Mongolia Won't Cut it
Stephen Harvey of Acis discusses the applicable state laws regarding to trusts and what you must consider when you are nominating these.
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28/07/2016 | Stephen Harvey trusts

The ABCs of Trusts

Stephen Harvey of Acis discusses the general rules and expectations of trusts, and the important things to remember when establishing an effective structure.
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28/07/2016 | Matt Neibling trusts, companies, risk, assets

Acis All Areas - July 2016

State of Play for Trusts and Companies
Acis All Areas this month is short and sweet as we know many of you are gearing up for the new financial year.
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28/04/2016 | Stephen Harvey trust, family, tax

Considerations Before Making a Family Trust Election

Do the benefits outweigh the potential complexity?
One of the decisions many practitioners face when setting up a trust is whether or not to make a family trust election (FTE). Stephen Harvey discusses this in further detail.
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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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10/12/2015 | Unit Trust, Discretionary Trust, trust, perpetuity, superannuation

Acis All Areas - December 2015

Bridging the Gap
While we hope the champagne corks are about to be popped at your office, we know things aren't slowing down just yet! To round off a busy year, we thought it would be timely to recap on the articles that had the most impact on our clients in 2015.
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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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17/09/2015 | Stephen Harvey perpetuity, trusts

Why Wait and See May be the Best Approach

Another Look at Trust Perpetuity
Continuing with the theme of perpetuity's from our last issue, we now take a look at the Wait and See rule and delve deeper into the reality of how it works.
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06/08/2015 | Stephen Harvey perpetuity, trust, rule

Does my Trust Have to Die?

What the perpetuity rule means for trusts
The rules relating to trusts, in particular the perpetuity rule, can sometimes be confusing. Stephen Harvey of Acis highlights some important considerations that may impact the advice given to your clients.
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06/08/2015 | Stephen Harvey trust, default beneficiaries

Valid by Default

Am I at risk if I don't name default beneficiaries?
Stephen Harvey from Acis shines a light into the potential risks of not having a default beneficiary in your trusts.
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06/08/2015 | Matt Neibling trusts, beneficiaries

Acis All Areas - August 2015

Do Trusts Need To Die?
We've seen plenty of technical queries coming through recently, particularly around the requirements of trusts. In this issue, we have highlighted some important considerations around these requirements, that may impact the advice given to your clients.
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04/06/2015 | Stephen Harvey trust resolution, tax, deadline

June 30 Trust Resolution Deadline Only Days Away

Review now and avoid the pain later
Stephen Harvey of Acis, has prepared some key principles to keep in mind when preparing year end trust resolutions.
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04/06/2015 | Stephen Harvey compliance, unit trust, risk, fixed trust

Are You Playing by The Rules With Your Unit Trusts?

Recent case study illustrates potential vulnerabilities
Understanding the rules and regulations around the proper use of unit trusts, is vital when reviewing your clients' structures in the lead up to June 30.
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04/06/2015 | Stephen Harvey Unit Trust Checklist, tools, tax

Another Tool in The Kit

New Acis Unit Trust Checklist now available
Following in the successful footsteps of the Discretionary Trust Checklist, we have released our newest tool, the Unit Trust Checklist.
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04/06/2015 | Matt Neibling tax, deadline, discretionary trust, unit trust, checklist

Acis All Areas - June 2015

June 30 Deadline Looming
With the June 30 deadline looming, this issue of Acis All Areas is focused around some tools and tips you can use when reviewing your clients' trusts in the lead up to June 30.
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27/05/2015 | Stephen Harvey Discretionary trust, risk

What are the risks in using Discretionary Trusts?

Video
Discretionary Trusts are an excellent tool for business structuring, however they are often poorly setup or used incorrectly, which could cause issues for your clients.

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16/04/2015 | Stephen Harvey checklist, discretionary trust

Bridging the Gap Between Awareness and Action

Our new Discretionary Trust Checklist
Risk in our industry comes in many guises and, at worst, its realisation may threaten the very existence of your business.
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16/04/2015 | Stephen Harvey discretionary trusts, tax

How can advisers identify areas of risk in their Discretionary Trusts?

Video
Stephen Harvey outlines a useful tool developed by Acis to help you identify areas of risk in your clients' Discretionary Trusts.

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16/04/2015 | Matt Neibling LRBA, tax events, discretionary trusts, checklist

Acis All Areas - April 2015

Bridging the Gap
Following the conclusion of the Tax Event series, Director of Acis, Matt Neibling discusses our recent tools that have been developed to help you bridge the gap between awareness and action.
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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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10/12/2014 | Matt Neibling risk, trust, secretaries

Acis All Areas - December 2014

Why take the risk with your trusts?
Welcome to the first edition of Acis All Areas, where we will discuss our take on the latest industry news and updates.
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20/10/2014 | Stephen Harvey trustees, SuperDepot

New ATO Penalty Regime

SMSFs must consider Corporate Trustees
Stephen Harvey of Acis, discusses the new regimes for SMSF trustees to be handed down by the ATO from 1 July 2014.
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06/04/2014 | Lorem corporate, trustee

Why use a Corporate Trustee

There are varying reasons as to why you should use a corporate trustee in your SMSF.
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09/06/2011 | Stephen Harvey trusts, power of attorney

Settling Trusts Under Power of Attorney

Acis has established many thousands of trusts using the Power of Attorney service. Stephen Harvey of Acis, discusses the many advantages around using this method of trust establishment.
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