01 August 2019 - Loan Suite Release

In this session Grant Abbott from LightYear Docs looks into the tips, strategies and pitfalls of building loan documentation and also the ease of use, multi-document strategy automation of the LightYear Docs platform including the following documents and strategies:

1. All purposes loan agreement including for SMSF lenders, company, trust and individual lenders and borrowers;
2. Division 7A Loans to ensure that money advances to a shareholder from a company or in some cases a trust are not treated as unfranked dividends;
3. Mortgage Deed;
4. Personal Guarantee;
5. Strategy Automation - Related Party Lender LRBA using the ATO guideline PCG 2016/5