---
title: Strategy Text for Leading Member Advice
description: This text (available for download below) has been designed to provide guidance in relation to the recommendation or decision to convert an existing self-managed super fund structure into a Leading Mem
---

[Skip to content](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360022292594-strategy-text-for-leading-member-advice#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. [Resources Section](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en)
3. [Leading Member Advice Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#leading-member-advice-toolkit)

# Strategy Text for Leading Member Advice

This text (available for download below) has been designed to provide guidance in relation to the recommendation or decision to convert an existing self-managed super fund structure into a Leading Member SMSF structure. This text may be used in several different ways including, but not limited to:

1. Client file notes;
2. Statement of Advice documents (general template text);
3. Review Statement of Advice documents (general template text);
4. The construction or assistance of other advice document; and/or
5. Betterment of understanding of the Leading Member structure (multi-purpose).

In line with ASIC RG 90.7 - We recognise that the style, content, layout and length of any advice document or file note will vary depending on various matters, including the scope and complexity of the advice. This text is general in nature and it is unlikely that you could use the text without modification. Please consider the style, content and layout of the text that follows in light of the way you intend to use it.

You may reproduce all or any part of this text in hard copy and/or in electronic format, without asking for permission from LightYear Docs.

[Strategy Text and Guidelines Leading Member Kit CT](https://info.lightyeardocs.com.au/hubfs/Strategy%20Text%20and%20Guidelines_Leading%20Member%20Kit%20CT.docx?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