06 March 2020 - Abbott Mourly - Helping Accountants and Planners grow

In this session Grant Abbott and Tony Anamourlis of Abbott & Mourly look at:

1. What the legal sign off means under LightYear Docs and how to access the sign off letter for your PI cover;
2. How to use AM for sign off on all documents such as setting up a SMSF, completing the Protector or Wills so that you do not breach the Corporations Act 2001 or Legal Professions Act. Our sign off can run from a simple review, to a zoom meeting with your client or a face to face client meeting with you in attendance. We work with a number of LYD licensees in that regard already and will go through some case studies;
3. The arrangement for the quick stamping of deeds in NSW and Victoria and Qld, if necessary;
4. The provision of contracts or advice around any trust, estate planning or SMSF issue;
5. Booking time for us to be in your office for client meetings for EPOA, SMSF Will plus Wills with testamentary trusts to save you time, we take on the PI and provide a 70/30 split to AM and your business. This has worked well for a number of our firms but we only have limited space to work with firms and as our users you come first.