2023 Releases

February 2023 Updates

Document Updates 

  • 03/02/2023 Retirement of Member - Added new option to reason for retirement. 
  • 08/02/2023 LM Discretionary Trusts - Updated wording to Member Appointor instead of Primary Beneficiary on clause 7.1 a).
  • 08/02/2023 Discretionary Trusts - Updated clause 3. Beneficiaries to add d) any other person who falls within the Family Group of the Primary Beneficiary and their spouse for the purposes of a Family Trust Election.
  • 10/02/2023 All Company Establishment documents - Added all directors to sign the Successor Director Solution.
  • 10/02/2023 The Successor Director Solution – Single Company plus upgrade - Added all directors to sign the Successor Director Solution and combine all SD into one and added option to add 6th SD.
  • 20/02/2023 Advance Care Directive (NSW) - Added option on how the substitute guardian should act in Enduring Guardianship.
  • 20/02/2023 Enduring Power of Guardianship (WA) - Added option on how the substitute guardian should act.
  • 21/02/2023 Discretionary Trust Distribution Minutes (Discretionary Trust Distribution Resolution inside doc) - Removed Including Cash Flow Bonus.
  • 22/02/2023 Company Constitution Variation to LightYear Docs SMSF Special Purpose Company - Changed all references to LightYear Docs Special Purpose Company Constitution to LightYear Docs SMSF Special Purpose Company Constitution.
  • 24/02/2023 Farm Lease Agreement - Added schedule 1 at the end of the document similar to commercial lease agreement.

API Releases

  • 09/02/2023 Launched BGL CAS 360 - Take the hassle out of your company compliance work with the time-saving features in CAS 360. Automate workflows and efficiently manage company compliance. 

Document Releases

  • 01/02/2023 - Retirement of Member.
  • 03/02/2023 - SMSF Family Law Splitting Notice.
  • 06/02/2023 - Hybrid Trust.
  • 08/02/2023 - Upgrade of a Discretionary Trust to a Family Protection Non-Foreign Person Trust.
  • 10/02/2023 - Upgrade of a Discretionary Trust to a Family Protection Trust.
  • 13/02/2023 - General Security Deed for PPSR.
  • 15/02/2023 - Enduring Power of Guardian NSW.
  • 15/02/2023 - Enduring Power of Guardian WA.