Macquarie Group Services has been providing trust deeds, company formations, SMSF deeds and tax education to the accounting, legal and financial planning professions since 1999. Developed with lawyers, accountants and barristers.
About MGSThe most comprehensive AML/CTF compliance platform in Australia — designed for accounting and legal practices, with everything you need to meet your obligations from 1 July 2026.
Generates your AML/CTF Program and ML/TF Risk Assessment, customised to your practice's designated services and risk profile from day one.
SMR, TTR and CBM reporting with escalation workflows, Compliance Officer review, submission tracking and automated deadline alerts.
Verify individuals, trusts, companies and SMSFs. Full white labelling on every plan. Unlimited users. Deed and company integration included.
All plans: unlimited users · white labelling · 26 training modules · Macquarie TV · deed & company integration · no setup fee.
Practices providing designated services will be in breach from day one without a compliant AML program.
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Broad investment powers — LRBA borrowing for real estate, member-directed strategies, up to six members. Division 296 ready. Concessional cap $30,000 / non-concessional cap $120,000 for FY26.
Regularly updated seminars, explainers and deep-dives on tax law, trusts, superannuation and AML compliance. Included free on all Macquarie AML plans.
Every structure — from the standard discretionary trust through to our own exclusive innovations. Prepared with lawyers, accountants and barristers. Constantly updated as the law changes.
A fixed unit trust with a Tax-Preferred Capital Pool — quarantining Div 40, Div 43, CGT discount and indexation amounts for discretionary distribution. No CGT event E4, ever. Indexation-ready by design.
Learn more & order →Start as a full discretionary trust — convert to a fixed unit trust precisely when the time is right. No resettlement risk, no CGT event A1. The unit trust phase is built into the original deed.
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Full trustee discretion over income and capital each year. Broad beneficiary class. Karger v Paul clause, streaming powers, perpetuity period and amendment capability.
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Fixed pro-rata entitlements for all unit holders. SMSF-compatible. Qualifies as a fixed trust for land tax purposes in most jurisdictions.
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NSW OSR-approved fixed trust — land tax threshold applies, saving up to $17,200 per year versus a standard special trust. SMSF-compatible.
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Discretionary trust with Special Unit issue capability. ATO-compliant — no TA 2008/3 offensive features. MGS holds a Private Binding Ruling on interest deductibility.
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Unit trust with multiple unit classes — income, capital or both. Rights defined in the Certificate of Units. ATO-compliant. Gearing compatible.
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Succession planning, inter-generational wealth transfer and bank-of-parents home purchase trusts — with legal protections for all involved.
View all specialist trustsFrom our Sydney CBD office, MGS provides cutting-edge solutions for every professional need — from investment property trusts through to complex corporate restructures and AML compliance.
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