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.
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.
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.
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.
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.
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.
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.
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.