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How to Videos
We have all of our documents & strategy automations to bring you up to lighting speed.
Platform Training Videos
- How to Register a Company?
- Sky Walk Through Surge
- Additional Legal Review Process
- Company registration last part (How to make payment with ASIC)
- Completing your Protector Document Pack
- How to leave/post a Google review?
- How to Share Documents
- Mortgage and PPSR Registrations Process
- Ordering Hard Copies
- Trust Deed Stamping Process
Current Business & Commercial Agreements Documents
- All-Purpose Indemnity Deed
- All Purposes Loan Agreement
- Business Partnership Agreement
- Call Option Deed
- Commercial Property Lease
- Deed of Assignment of Property
- Deed of Gift - Cash, Assets & Unpaid Present Entitlements
- Deed of Loan Forgiveness
- Division 7A Loan Agreement
- Equipment and Motor Vehicle Lease Agreement
- Equipment Hire Agreement
- Farm Lease Agreement
- General Security Deed for PPSR
- Joint Venture Partnership Agreement
- Mortgage Deed
- NDA and Confidentiality Agreement
- Operating Lease Agreement
- Put Option Deed
- Related Party Partnership Agreement
- Rental Reduction Agreement
- Services Agreement - General Purposes
- Shareholders Agreement
- SMSF Loan Agreement
Current Estate Planning Documents
- Advance Care Directive – Queensland (AHCD QLD)
- Advance Care Directive – South Australia (AHCD SA)
- Advance Care Directive – Western Australia (AHCD WA)
- Advance Care Directive (Tas)
- Advance Care Directive and Enduring Guardian – NSW
- Advance Care Directive and Enduring Guardian – Vic
- Advance Care Plan (ACT)
- Advance Personal Plan (NT)
- Buy/Sell Option Agreement
- Dependency Declaration for Superannuation and Income Tax Purposes
- Enduring Power of Attorney - ACT
- Enduring Power of Attorney - NSW
- Enduring Power of Attorney – NT
- Enduring Power of Attorney - QLD
- Enduring Power of Attorney - SA
- Enduring Power of Attorney – Tas
- Enduring Power of Attorney - Vic
- Enduring Power of Attorney - WA
- Enduring Power of Guardian - WA
- Enduring Power of Guardian - NSW
- EPOA and Will Automation
- Family Allowance Agreement
- LYD Will (with Testamentary Trust option)
- Power of Attorney - Tax Affairs
- SMSF Will
- Enduring Power of Guardian - TAS
Current Company Establishment Documents
Current Company Variation, Upgrades and Admins Documents
- Company Constitution Variation to Leading Member Discretionary Trustee Company
- Company Constitution Variation to LYD Family Protection Trust company
- Company Constitution Variation to LYD SMSF Special Purpose Company
- Company Constitution Variation to Leading Member SMSF Corporate Trustee
- The Successor Director Solution – Single Company plus upgrade
- Upgrade to LYD Standard Company
- Special Resolution for Changing the Name of a Company
- Resolution to Revoke a Successor Director
Current SMSF Borrowing Documents
Current SMSF Establish, Maintain and Upgrade
- Change of Trustee for SMSFs
- Contributions Suspense Account
- Contributions To Benefit a Member
- Leading Member SMSF Deed of Variation
- Leading Member SMSF Establishment
- Leading Member SMSF to Leading Member SMSF Upgrade
- Member Appointment - Standard SMSF (non-leading member)
- Member Appointment – Leading Member SMSF
- Member Directed Investment Strategy
- Member Leaving a SMSF
- Notification to Trustee of Mental Incapacity of Member
- QROPS SMSF Deed of Variation
- QROPS SMSF Establishment
- SMSF Deed of Variation
- SMSF Deed of Vesting
- SMSF Retirement of Member
- SMSF Establishment Trust Deed
- SMSF Family Law Splitting Notice
- SMSF Investment Strategy - Fund
- SMSF Notification of Death of Member
- Superannuation Lump Sum
Current SMSF Income Streams Documents
- Account Based Pension
- Account Based Pension Current Year Pension Payment
- Account Based Pension Rollback
- Addition of a Reversionary Pension
- Pension Commutation
- Temporary Incapacity Income Stream
- Transition to Retirement Income Stream (TRIS)
- TRIS Current Year Income Payment
- TRIS Foldback
- Partial TRIS Commutation
- Convert TRIS to Account Based Pension
Current Strategists Only Documents
- Corporate Trustee & Deed Upgrade to LightYear Docs
- Deed of Ratification of Verbal Trust Distribution Minutes
- Division 7A Solution
- Leading Member Kit - Upgrade of SMSF Deed and Corporate Trustee to Leading Member control
- Related Party LRBA (Property) meeting ATO Guidelines
- Related Party LRBA (Shares) meeting ATO Guidelines
- SMSF Will with Death Benefits Protection Trust
- The Enforcer
- The Moat and Castle
- The Protector
- The Successor Director Solution – Multi Company plus upgrade Constitution
- The Business Protector
Current Trust Establishment Documents
- Crypto Discretionary Trust Deed
- Discretionary Trust (Individual and Corporate)
- Discretionary Trust (Non-Foreign Person)
- Family Protection Trust (Individual and Corporate)
- Family Protection Trust (Non-Foreign Person)
- Fixed Unit Trust (For Taxation Purposes)
- Hybrid Trust
- Leading Member Discretionary Trust (Individual and Corporate)
- Leading Member Discretionary Trust (Non-Foreign Person)
- Non Fixed Unit Trust (Individual and Corporate)
- SIS Reg 13.22C Related Unit Trust
- Superannuation Unrelated Investment Trust (SUIT)
- Fixed Unit Trust (For NSW Land Tax)
Current Trusts Maintenance Documents
- Addition to Designated Beneficiaries
- Bare Trust
- Changes to Discretionary Trust Positions and Name
- Change of Trustee for Discretionary Trusts
- Deed of Appointment of Joint Appointor
- Deed of Succession Appointors and LM Appointors
- Deed of Vesting Discretionary Trust
- Deed of Vesting Unit Trust
- Discretionary Trust Distribution Minutes
- Upgrade of a Discretionary Trust to Family Protection Trust
- Upgrade of a Discretionary Trust to a Family Protection Non-Foreign Person Trust
- Upgrade of Discretionary Trust to a LightYear Docs Strategic Discretionary Trust
- Upgrade of Discretionary Trust to a Non-Foreign Person Discretionary Trust
- Upgrade of Discretionary Trust to Leading Member Discretionary Trust
- Upgrade of Discretionary Trust to a Leading Member Non-Foreign Person Discretionary Trust
- Upgrade of Existing Leading Member Discretionary Trust
Current Human Resources Documents
- Basic Employment Agreement
- Basic Employment Agreement (Long Form)
- Casual Employment Agreement
- Casual Conversion Letter
- Contractor Confidentiality Agreement
- Contractor's Agreement - Company Contractor (Long Form)
- Contractor's Agreement - Individual Contractor (Long Form)
- Cover Letter to Amend Employment Agreement
- Employee Agreement for Apprentice or Trainee
- Employee Agreement for Professional Employee
- Employee Confidentiality Agreement
- Employee Confidentiality Agreement (Long Form)
- Employee Cover Letter
- Executive Employment Agreement
- Final Warning Letter
- Formal Warning Letter
- Letter of Successful Completion of Probation Period
- Letter of Termination - for Misconduct, without Notice
- Letter of Termination with Notice
- Part Time Employment Agreement (Short Form)
- Part Time Work Agreement
- Recruitment Services Agreement
- Superannuation Fund Letter
- Annual Leave Clause
- Bonus Performance Based
- Commission Based on Actual Revenue
- Commission Based on Actual Sales
- Community Service Leave
- Compassionate Leave
- Disclosure of Intellectual Contract
- Employee Requests for Flexible Working Arrangements
- Employer Responding to a Request for Flexible Workhours
- Flexible Working Arrangements (Long Form)
- Flexible Working Arrangements
- Fringe Benefits Tax
- Fringe Benefits Tax (Long Form)
- Gardening Leave
- Incorporating Provisions of Industrial Instruments
- Jury Service Leave
- Leave Without Pay
- Loyalty and Duties
- Motor Vehicles Use of Employers Vehicle
- Motor Vehicle Fuel Card and Employees Vehicle
- Non Compete
- Non Solicitation Clause
- Parental Leave
- Payslip Template
- Personal and/or Carers Leave
- Policies and Procedures
- Pre Employment Medical Checks
- Professional Membership Fees
- Refund for Use of Employees Vehicle
- Reimbursement of Reasonable Travel Expenses
- Salary Sacrifice
- Specified Travel Expenses
- Summary Dismissal
- Termination of Executive
- Unpaid Study Leave
- Working Hours
- Absenteeism Policy
- Acceptable IT use Policy
- Anti-Discrimination Policy
- Bring Your Own Device Policy
- Confidentiality Policy
- Conflict of Interest Policy
- Drug and Alcohol Policy
- Employee Remote Working Policy
- Employee Standard of Conduct Guidelines
- Grievance Policy
- Harassment and Bullying Policy
- Long Service Leave Policy
- Mental Health and Wellbeing Policy
- No Smoking Policy
- Performance Management Policy
- Personal Leave Policy
- Redundancy Policy
- Social Media Policy
- Travel Expense and Expense Management Policy
- Travel Policy and Guidelines
- Termination of Employment Policy
- Victimisation Policy
- Workplace Surveillance Policy