---
title: "10 February 2021 - The Leading Member Suite of Companies, Trusts and SMSFs: the Key to Family Wealth Protection"
description: The Covid world that we live in is causing our clients anxiety - worrying about their family's heath, finances and worse. This is a time to advise your clients to consolidate and plan for the family.
---

[Skip to content](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002680122-10-february-2021-the-leading-member-suite-of-companies-trusts-and-smsfs-the-key-to-family-wealth-protection#main-content)

English

Show submenu for translations

[![Asset 46@4x](https://info.lightyeardocs.com.au/hs-fs/hubfs/Asset%2046@4x.png?width=273&height=50&name=Asset%2046@4x.png)](https://www.lightyeardocs.com.au/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 Your Gateway to Growth and Achievement!

- There are no suggestions because the search field is empty.

1. [Success Hub](https://info.lightyeardocs.com.au/supportcentre?hsLang=en)
2. [Webinar & Training Replays](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en)
3. [Wednesday Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#wednesday-webinars)

# 10 February 2021 - The Leading Member Suite of Companies, Trusts and SMSFs: the Key to Family Wealth Protection

The Covid world that we live in is causing our clients anxiety - worrying about their family's heath, finances and worse. This is a time to advise your clients to consolidate and plan for the family. And what better solution than that LightYear Docs Leading Members suite of documents that has in-built succession, control and family lineage planning. In this session Grant Abbott will look at the LightYear Docs Leading Member trust and SMSF solutions. Why use it? When to use it? And how to charge a premium price for it.

 

<iframe height="315" src="https://www.youtube-nocookie.com/embed/h3gsjsYSeng" style="margin: 10px auto; display: block; clear: both;" width="560" allowfullscreen></iframe>

<https://info.lightyeardocs.com.au/hubfs/Discretionary%20Trustee%20Company%20upgrade%20to%20Leading%20Member%20Trustee%20Company%20Marked%20Up.pdf?hsLang=en>

[Discretionary Trustee Company upgrade to Leading Member Trustee Company Marked Up](https://info.lightyeardocs.com.au/hubfs/Discretionary%20Trustee%20Company%20upgrade%20to%20Leading%20Member%20Trustee%20Company%20Marked%20Up.pdf?hsLang=en)

[Leading Member Deep Dive](https://info.lightyeardocs.com.au/hubfs/Leading%20Member%20Deep%20Dive.pdf?hsLang=en)

[Leading Member Trust Summary](https://info.lightyeardocs.com.au/hubfs/Leading%20Member%20Trust%20Summary.docx?hsLang=en)

[Leading Member Kit for Corporate Trustees](https://info.lightyeardocs.com.au/hubfs/Leading%20Member%20Kit%20for%20Corporate%20Trustees%20(9).pdf?hsLang=en)

 

 

- [API Integrations](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#main-content)

    - [Simple Fund 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#simple-fund-360)
    - [BGL CAS 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#bgl-cas-360)
    - [Xero Practice Manager](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#xero-practice-manager)
    - [FuseSign](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#fusesign)
- [How to Videos](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#main-content)

    - [Platform Training Videos](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#platform-training-videos)
    - [Current Business & Commercial Agreements Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-business-commercial-agreements-documents)
    - [Current Estate Planning Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-estate-planning-documents)
    - [Current Company Establishment Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-company-establishment-documents)
    - [Current Company Variation, Upgrades and Admins Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-company-variation-upgrades-and-admins-documents)
    - [Current SMSF Borrowing Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-smsf-borrowing-documents)
    - [Current SMSF Establish, Maintain and Upgrade](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-smsf-establish-maintain-and-upgrade)
    - [Current SMSF Income Streams Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-smsf-income-streams-documents)
    - [Current Strategists Only Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-strategists-only-documents)
    - [Current Trust Establishment Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-trust-establishment-documents)
    - [Current Trusts Maintenance Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-trusts-maintenance-documents)
    - [Current Human Resources Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-human-resources-documents)
- [Webinar & Training Replays](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#main-content)

    - [LightYear Partner Solutions Showcase](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#lightyear-partner-solutions-showcase)
    - [Thursday Strategy Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#thursday-strategy-webinars)
    - [Training and Workshop Sessions - Advanced Learning](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#training-and-workshop-sessions-advanced-learning)
    - [Wednesday Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#wednesday-webinars)
    - [LightYear Docs - Platform Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#lightyear-docs-platform-webinars)
    - [Work Smarter Series](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#work-smarter-series)
    - [LYD Strategy Solution](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#lyd-strategy-solution)
    - [Abbott & Mourly Legal](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#abbott-mourly-legal)
- [Strategy & Solutions](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#main-content)

    - [Building and Running a Growth Business](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#building-and-running-a-growth-business)
    - [Discretionary Trusts and other Trusts](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#discretionary-trusts-and-other-trusts)
    - [Tax Strategies - Must Do](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#tax-strategies-must-do)
    - [Superannuation and SMSFs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#superannuation-and-smsfs)
    - [Grant's Blogs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#grants-blogs)
- [Legal & Technical Queries](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#main-content)

    - [Estate Planning](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#estate-planning)
    - [Companies](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#companies)
    - [Business & Commercial Agreements](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#business-commercial-agreements)
    - [Leading Member SMSF](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#leading-member-smsf)
    - [SMSF & Trusts](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#smsf-trusts)
    - [Legal](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#legal)
    - [Troubleshooting](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#troubleshooting)
    - [Documents & Pricing](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#documents-pricing)
    - [Profile and Account Features](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#profile-and-account-features)
    - [About Us](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#about-us)
    - [Human Resources](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#human-resources)
- [Resources Section](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#main-content)

    - [Grant's Email Copy all done for you](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#grants-email-copy-all-done-for-you)
    - [The Protector Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#the-protector-toolkit)
    - [Real Estate and Lending Letters and Data Capture](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#real-estate-and-lending-letters-and-data-capture)
    - [Client Letters and Recommendations](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#client-letters-and-recommendations)
    - [Estate Planning Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#estate-planning-toolkit)
    - [Leading Member Advice Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#leading-member-advice-toolkit)
    - [Forms](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#forms)
    - [eBook Releases](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#ebook-releases)
- [Release Notes](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#main-content)

    - [2026 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2026-releases)
    - [2025 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2025-releases)
    - [2024 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2024-releases)
    - [2023 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2023-releases)
    - [2022 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2022-releases)
- [In The Media](https://info.lightyeardocs.com.au/supportcentre/in-the-media?hsLang=en#main-content)

    - [Media Articles](https://info.lightyeardocs.com.au/supportcentre/in-the-media?hsLang=en#media-articles)

[![Light LY Logo](https://info.lightyeardocs.com.au/hs-fs/hubfs/LYD%20LOGO_light%20inline.png?width=728&height=727&name=LYD%20LOGO_light%20inline.png "Light LY Logo")](http://www.lyd.com.au)

Copyright © 2026, LightYear Docs