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.

Discretionary Trustee Company upgrade to Leading Member Trustee Company Marked Up

Leading Member Deep Dive

Leading Member Trust Summary

Leading Member Kit for Corporate Trustees