Macquarie Group Services

Companies

Companies are an essential part of advising. Whether it is for use as a trading entity, a beneficiary of a trust or to act as trustee of a trust or superannuation fund they are still an important part of advising. Many advisors believe all company constitutions are the same. They are not.

Trusts

The Law of Trusts is continually changing. Advisors need to ensure that their clients' needs when ordering a trust deed are considered and satisfied. It is not a case of simpler drafting or discounted deeds. The law is constantly evolving in relation to trusts and advisors need to be comfortable that the deeds they are recommending to their clients.

Hybrid Trust Solutions

The ATO has finally issued a Private Binding Ruling stating that a full deduction will be allowed for interest on borrowed funds to acquire special income units in a Hybrid Trust. Find put the details of the private ruling, the commissioner's concerns and more.

Warrant Deeds

The law surrounding the use of warrant trusts to enable a self managed superfund to borrow has been in place since 2007. Many products still fail to take account of not only the SIS Act but also the Income Tax Assessment Act and various stamp duty acts of the States.

Superannuation

Our deed contains all the essential requirements and leaves out the pages that others use to fill the binder. This avoids repetition and the need for repeated updates. It also means our deed is easy to read. Just 15 pages and doesn't mention old taxable pensions, employers-sponsors and repeat law that shouldn't be in any deed.

Customised Products

MGS offer customised trust deeds, companies and other documents tailored to your client's needs.

Branded Documents

Our standard products feature our logo and details on deed/document covers, footers and the binder cover and spine. However, we also offer free customisation to documents. You can have your logo and details provided on page footers, document covers.

Succession Trusts

Succession trusts are effectively a form of discretionary trust that has predefined control and income and capital clauses that operate upon a certain event. That event is normally death of one parent or both parents or one or both parents being found of unsound mind.

BOMAD Trust™

The Bank of Mum and Dad is a nickname for parents who help their kids financially, especially to buy a home. Parents who gift or lend money without clear terms often face unexpected issues, like losing their money through disputes or straining family relationships. A BOMAD Trust™ fixes this by protecting your money and keeping things fair.

BONAP Trust™

As grandparents (Nans and Pops), you want to give your grandchildren a strong start in life. A BONAP Trust™, or Bank of Nan and Pop Trust, is a secure way to provide funds for your grandchildren's property or other goals, with their parents able to play a key role in managing the support.