Resources.

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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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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