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Resources Section
Here you will find email & letters of advice templates and data captures to make your life a hell of a lot easier.
Grant's Email Copy all done for you
- Email Copy for Member Directed Investment Strategy
- Client Discretionary Trust Upgrade - Email Swipe
- Pre-Payment of Contributions Strategy - Client Email Swipe
- Successor Director Sales Email for Clients
- Email Copy: Investment Strategy Email for all SMSF Trustees
- EMAIL Copy: Wills and Enduring Powers of Attorney with Data Capture
- Email: The Protector Letter for use with your clients
- Email Copy for Refinancing of a LRBA Borrowing on LYD
- Email for clients with SMSF Will and Superannuation Testamentary Trust
The Protector Toolkit
Real Estate and Lending Letters and Data Capture
Client Letters and Recommendations
- Client Deed Upgrade Letter - Download
- SMSF Investment Strategy Upgrade Letter
- Why a Special Purpose Corporate Trustee Newsletter
- SMSF Investment Strategy - Trustee Questionnaire
- Investment Strategy review and recommendation letter - post ATO blitz
- Letter of Advice for Trust Resolutions and Testamentary Trusts
Estate Planning Toolkit
- Enduring Power of Attorney (EPOA) only Data Capture and Letter
- Is using LightYear Docs giving legal advice? LY Legal Lawyers Answer
- Client Data Capture for Enduring Power of Attorney, Will and SMSF Will
- The Guide to Succession, Asset Protection and Estate Planning
- CLIENT ENDURING POWER OF ATTORNEY AND WILL LETTER WITH DATA CAPTURE
- SMSF Will Client Fact Find
- Guide to Testamentary Trust and Data Capture
- SMSF ENDURING POWER OF ATTORNEY AND INDEMNITY LETTER
- How to Build an Efficient Super Estate Plan and the Meaning of Dependancy
Leading Member Advice Toolkit
Forms
- ASIC Consent Forms
- Data Capture: LYD Bare Trust
- Data Capture: LYD Buy/Sell Options Agreement
- Data Capture: LYD Commercial Lease Agreement
- Data Capture: LYD Company Incorporation
- Data Capture: LYD Company Variation Upgrade
- Data Capture: LYD Discretionary Trust Deed
- Data Capture: LYD Family Protection Trust Deed
- Data Capture: LYD HR Document
- Data Capture: LYD Related Party LRBA
- Data Capture: LYD Shareholders Agreement
- Data Capture: LYD SMSF Establishment Deed
- Data Capture: LYD SMSF Variation Deed
- Data Capture: LYD The Enforcer
- Data Capture: LYD The Protector
- Data Capture: LYD Trust Variation Upgrade
- Data Capture: LYD Unit Trust Deed
- Data Capture: LYD Wills & EPOA (LYD Will & SMSF Will)