⚙ AML/CTF obligations for accountants are mandatory from 1 July 2026 — Macquarie AML is ready now. Get compliant →
Every product your accounting practice needs — from cutting-edge trust deeds and SMSF solutions through to AML compliance and 40+ hours of CPD. Built with lawyers, accountants and barristers. Constantly updated.
Every structure your clients need — from the standard discretionary trust through to MGS-exclusive innovations. Prepared with lawyers, accountants and barristers. Constantly updated as the law changes.
A fixed unit trust with a unique Tax-Preferred Capital Pool mechanism. Div 40, Div 43, CGT discount and indexation amounts are quarantined in the Pool for discretionary distribution to Concession Beneficiaries. The Pool is excluded from unit value — so no CGT event E4 ever arises. Indexation-ready by design.
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, so conversion is a contractual right, not a risky reconstruction.
The cornerstone family trust. Full trustee discretion over income and capital each year across a broad class of beneficiaries. Includes streaming powers, Karger v Paul clause, perpetuity period extension and broad amendment capability.
A fixed unit trust with pro-rata entitlements to income and capital for all unit holders. The preferred vehicle for SMSF co-investment and joint ventures requiring fixed, bankable entitlements. Qualifies as a fixed trust for land tax purposes in most jurisdictions.
An NSW OSR-approved fixed unit trust that satisfies the Land Tax Management Act 1956 criteria — attracting the NSW land tax threshold where the Trustee holds land in New South Wales. Saves up to $17,200 per year versus a standard special trust.
A discretionary trust with Special Unit issue capability. Unit holders can borrow to invest via the trust and claim interest deductions — confirmed by MGS Private Binding Ruling. The deed contains none of the features the Commissioner identified as offensive in TA 2008/3.
A unit trust with multiple unit classes — income units, capital units, or both. The specific rights and restrictions of each class are described in the Certificate of Units. ATO-compliant. Ideal for investment structures separating income and capital returns between different investors.
The Bank of Mum and Dad Trust. Control and entitlements vest in the parents initially and are passed to the child on death or beforehand. Protects the parents' investment while helping the next generation into the property market — with legally enforceable rights for all parties.
The Bank of Nanna and Poppa Trust. Designed for grandparent-funded property assistance — grandparents retain control and entitlements until transferred to the grandchild on the agreed trigger event. Legally structured with full protection for the contributing grandparents.
The MGS SMSF deed has been continuously maintained and updated since 1999 — incorporating every major legislative change, ATO ruling and regulatory development. Includes 11 compliance kits — no other provider comes close.
The market-leading SMSF deed — maintained continuously since 1999. Every legislative change, ATO ruling and regulatory development is incorporated and communicated to subscribers automatically. Comes with a comprehensive explanatory memorandum written for trustees and advisers.
No other deed provider includes a 30+ document compliance suite as standard. Every kit is drafted to work seamlessly with the MGS SMSF deed — updated whenever the law changes, automatically distributed to subscribers.
Full compliance for the 15% additional tax on super balances over $3M — from 1 July 2025.
Correctly drafted pension commencement, minimum drawdown calculations and reversionary provisions.
SIS-compliant investment strategy documents covering all required considerations.
Full suite for receiving member rollovers — ATO reporting, trustee resolutions and member consents.
Outgoing rollover compliance — trustee resolutions, member requests and ATO reporting obligations.
Commuting an account based pension back to accumulation phase — documents and compliance steps.
TRIS commencement and compliance — conditions of release, drawdown rules and tax treatment.
Non-lapsing and lapsing BDBNs — strictly compliant with the SIS Act and the MGS deed.
Death benefit payment resolutions, tax calculations and dependant payment procedures.
Full annual trustee resolution and compliance checklist — covers all year-end SIS obligations.
Concessional and non-concessional contribution management — caps, notices and excess procedures.
Mandatory for accounting and legal practices from 1 July 2026. Macquarie AML is the only solution with direct integration into trust deed and company ordering — zero re-entry, zero duplication. Plans from $90/month with no setup fee.
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 — present under your firm's brand. Unlimited users.
Every AML obligation — all roles — in 26 structured training modules. Staff completion tracked, certificates issued, training records maintained for 7 years.
The only AML platform integrated with trust deed and company ordering. Client KYC data flows seamlessly — no re-entry, no duplication, no errors.
Every AML plan includes a full Macquarie TV subscription — 40+ CPD-accredited hours per year, all eight channels, all roles covered.
The longest-running professional tax broadcast service in Australia — streaming since 2003. Eight channels, 55+ episodes per year, all CPD-accredited. Included free on all Macquarie AML plans, or subscribe standalone for $825/year (up to 5 users).
In-depth analysis of the major tax, trust, super and estate planning developments each month — with Chris Batten.
A comprehensive monthly summary of all key tax and superannuation changes, rulings and decisions — with Jo-anne Hotston.
The week's most important tax developments — every week. Stay on top of ATO releases, Federal Court decisions and legislative changes with Rickie Batten.
Stamp duty, land tax, payroll tax and state revenue developments across all jurisdictions — with Chelsea Batten.
Expanded state tax coverage — deeper dives into Revenue NSW, SRO Victoria and other state revenue authority developments.
Editorial commentary on the issues that matter — cutting through the complexity to what practitioners actually need to know and do.
Direct commentary on ATO rulings, guidance notes, taxpayer alerts and administrative positions — explained for practitioners.
Tax Practitioners Board coverage — registration requirements, Code of Professional Conduct, disciplinary decisions and regulatory changes for registered agents.
Comprehensive fee-based tax consulting from qualified practitioners who appear before tribunals and handle ATO and Revenue NSW audits. From CGT and estate planning advice through to ART and NCAT appearances.
Income tax, CGT, GST, FBT — comprehensive advice across all federal taxes. Structuring, planning, ruling applications and written opinions from qualified practitioners.
Stamp duty, land tax and payroll tax — advice, objections and dispute resolution. Revenue NSW and SRO Victoria audit representation, from initial response through to NCAT and beyond.
Comprehensive ATO audit response — from initial enquiry through objection to ART and Federal Court. MGS Private prepares the brief and instructs leading tax barristers from its network for complex proceedings.
ASIC company registrations with full constitution preparation. Corporate trustee companies, special purpose companies and holding/trading entities. AML-integrated workflow for zero re-entry.
ASIC registration, constitution and corporate governance documents for corporate trustees of discretionary trusts, unit trusts, hybrid trusts and SMSFs. Delivered within 24 hours as standard.
A wide range of precedent documents for structuring clients' affairs — from partnership agreements and IP licences through to loan agreements and shareholder agreements. Normally delivered within 24 hours.
Established in 1999, MGS has been the trusted partner of accountants, lawyers and financial planners across Australia — through every major legislative change, ATO ruling and regulatory development.
Every deed, kit and compliance tool is developed with lawyers, accountants and leading tax barristers — not just legal templating. The MGS Private Binding Rulings on hybrid trusts are testament to this rigour.
MGS subscribers receive automatic deed and compliance kit updates whenever the law changes — incorporating every ATO ruling, legislative amendment and regulatory development the moment it is relevant.
Trust deeds, SMSF, AML compliance, KYC, CPD, company formations and expert advisory — all under one roof, all integrated. Client data flows seamlessly between products, eliminating re-entry and duplication.
The longest-running professional tax broadcast service in Australia. Eight channels, 55+ episodes per year, 40+ CPD hours — giving practitioners an effortless way to stay current through the year.
Trust deeds, company registrations and precedent documents are turned around within 24 hours as standard — so your clients are never waiting. Sydney CBD based with personal service on every order.
Join the accounting firms, law practices and financial planners who trust MGS for every structure, compliance obligation and professional development need.
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