Special offer

Save $330 on Trust Evolve™

Don’t miss out on our limited-time offer – secure Trust Evolve™ now for $990 per trust (inc. GST). That’s a saving of $330 off the regular retail price.

Simply fill out the form below to claim your discount.

Why Trust Evolve™?

The past few years have seen a flood of guidance around discretionary trusts and forward-thinking advisors are seeking robust solutions. How can we mitigate trust deed risk, avoid ineffective trust distribution resolutions, protect client wealth and succession and enhance advisor reputations?

Introducing Trust Evolve™— Acis’ all-in-one trust review solution designed to help our advisor clients mitigate risks associated with trust deeds and ensure effective trust distributions.

Trust Evolve™ pairs meticulous legal review and deed amendments by our expert team with practical tools and strategies, empowering you to handle trust distributions with confidence.

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Command a blend of powerful process and legal expertise to protect client wealth in the new world of trusts.

The industry has been inundated with guidance in relation to discretionary trusts over the last couple of years – think TR 2022/4 and PCG 2022/2, Owies, Minerva, Guardian AIT and Demian. With trust distribution season coming soon, progressive advisors are looking for solutions. How can we mitigate trust deed risk, avoid ineffective trust distribution resolutions, protect client wealth and succession and enhance advisor reputations?

The Product

Expert Review

Our legal team review all deeds for the trust, including the original trust deed establishing the trust and any amendments. A full list of matters that will be reviewed can be found here.

Report

The Trust Evolve™ Report provides a detailed explanation of the Expert Review by the legal team and advises of any changes made to the deeds by way of the Amendment.

Amendment

The Trust Evolve™ Amendment makes changes to the trust deeds, based on matters identified in the Expert Review (and outlined in the Report).

Distribution Guide

The Trust Evolve™ Distribution Guide delivers risk mitigation strategies and solutions including a Risk Assessment Checklist, Distribution Commentary, Distribution Templates and Template Beneficiary Letters.

Unparalleled Value in Trust Evolve™

Trust Evolve provides an innovative and valuable tool to assist advisers. The product updates a trust’s deed and identifies the relevant trust and taxation matters that need to be considered each year with each trust client to achieve their objectives.

Brian Richards, Taxation Advisor – Richards Advisory

Unparalleled value for such a comprehensive product.

Gavin Barnes, Director – Redchip Lawyers

At last we have a comprehensive solution for clients with existing trust deeds that doesn’t include a $10,000 legal bill.

Martin Kerrigan, Director – Snelleman Tom