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Success Hub

How to Videos

How to Videos

We have all of our documents & strategy automations to bring you up to lighting speed.

Platform Training Videos

How to Share Documents

Company registration last part (How to make payment with ASIC)

Mortgage and PPSR Registrations Process

Completing your Protector Document Pack

Additional Legal Review Process

Ordering Hard Copies

Trust Deed Stamping Process

Sky Walk Through Surge

How to leave/post a Google review?

Companies

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Current Business & Commercial Agreements Documents

All Purposes Indemnity Deed

All Purposes Loan Agreement

Business Partnership Agreement

Commercial Property Lease

Deed of Assignment of Property

Deed of Gift - Cash, Assets & Unpaid Present Entitlements

Deed of Loan Forgiveness

Division 7A Loan Agreement

Equipment and Motor Vehicle Lease Agreement

Equipment Hire Agreement

Farm Lease Agreement

General Security Deed for PPSR

Joint Venture Partnership Agreement

Mortgage Deed

NDA and Confidentiality Agreement

Related Party Partnership Agreement

Shareholders Agreement

Rental Reduction Agreement

Services Agreement - General Purposes

SMSF Loan Agreement

The Business Protector

Operating Lease Agreement

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Current Estate Planning Documents

Advance Care Directive – Queensland (AHCD QLD)

Advance Care Directive – South Australia (AHCD SA)

Advance Care Directive – Western Australia (AHCD WA)

Advance Care Directive (Tas)

Advance Care Directive and Enduring Guardian – NSW

Advance Care Directive and Enduring Guardian – Vic

Advance Care Plan (ACT)

Advance Personal Plan (NT)

Buy/Sell Option Agreement

Dependency Declaration for Superannuation and Income Tax Purposes

Enduring Power of Attorney - ACT

Enduring Power of Attorney - NSW

Enduring Power of Attorney – NT

Enduring Power of Attorney - QLD

Enduring Power of Attorney - SA

Enduring Power of Attorney – Tas

Enduring Power of Attorney - VIC

Enduring Power of Attorney - WA

Enduring Power of Guardian WA

Enduring Power of Guardian - NSW

EPOA and Will Automation

Family Allowance Agreement

LYD Will (with Testamentary Trust option)

Power of Attorney - Tax Affairs

SMSF Will

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Current Company Establishment Documents

Family Protection Trustee Company

Leading Member Discretionary Trustee Company

Leading Member SMSF Special Purpose Corporate Trustee

SMSF Special Purpose Company

Standard Company

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Current Company Variation, Upgrades and Admins Documents

Company Constitution Variation to Leading Member Discretionary Trustee Company

Company Constitution Variation to LightYear Docs Family Protection Trust company

Company Constitution Variation to LightYear Docs SMSF Special Purpose Company

Company Constitution Variation to Leading Member SMSF Corporate Trustee

The Successor Director Solution – Single Company plus upgrade

Upgrade to LightYear Docs Standard Company

Special Resolution for Changing the Name of a Company

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Current SMSF Borrowing Documents

Deed of Promissory Note

LRBA Holding Trust Pack - Bank Lending

Current SMSF Establish, Maintain and Upgrade

Change of Trustee for SMSFs

Contributions Suspense Account

Contributions To Benefit a Member

Leading Member SMSF Deed of Variation

Leading Member SMSF Establishment

Member Appointment - Standard SMSF (non-leading member)

Member Appointment – Leading Member SMSF

Member Directed Investment Strategy

Member Leaving a SMSF

QROPS SMSF Deed of Variation

QROPS SMSF Establishment

SMSF Deed of Variation

SMSF Deed of Vesting

SMSF Retirement of Member

SMSF Establishment

SMSF Family Law Splitting Notice

SMSF Investment Strategy - Fund

SMSF Notification of Death of Member

SMSF Retirement of Member

Superannuation Lump Sum

Notification to Trustee of Mental Incapacity of Member

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Current SMSF Income Streams Documents

Account Based Pension

Account Based Pension Current Year Pension Payment

Account Based Pension Rollback

Addition of a Reversionary Pension

Pension Commutation

Temporary Incapacity Income Stream

Transition to Retirement Income Stream (TRIS)

TRIS Current Year Income Payment

TRIS Foldback

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Current Strategists Only Documents

Corporate Trustee & Deed Upgrade to LightYear Docs

Deed of Ratification of Verbal Trust Distribution Minutes

Division 7A Solution

Leading Member Kit - Upgrade of SMSF Deed and Corporate Trustee to Leading Member control

Related Party LRBA (Property) meeting ATO Guidelines

Related Party LRBA (Shares) meeting ATO Guidelines

SMSF Will with Death Benefits Protection Trust

The Enforcer

The Moat and Castle

The Protector

The Successor Director Solution – Multi Company plus upgrade Constitution

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Current Trust Establishment Documents

Crypto Discretionary Trust Deed

Discretionary Trust (Individual and Corporate)

Discretionary Trust (Non-Foreign Person)

Family Protection Trust (Individual and Corporate)

Family Protection Trust (Non-Foreign Person)

Fixed Unit Trust (Individual and Corporate)

Hybrid Trust

Leading Member Discretionary Trust (Individual and Corporate)

Leading Member Discretionary Trust (Non-Foreign Person)

Non Fixed Unit Trust (Individual and Corporate)

SIS Reg 13.22C Related Unit Trust

Superannuation Unrelated Investment Trust (SUIT)

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Current Trusts Maintenance Documents

Addition to Designated Beneficiaries

Bare Trust

Changes to Discretionary Trust Positions and Name

Change of Trustee for Discretionary Trusts

Deed of Appointment of Joint Appointor

Deed of Succession Appointors and LM Appointors

Deed of Vesting Discretionary Trust

Deed of Vesting Unit Trust

Discretionary Trust Distribution Minutes

Upgrade of a Discretionary Trust to Family Protection Trust

Upgrade of a Discretionary Trust to a Family Protection Non-Foreign Person Trust

Upgrade of Discretionary Trust to a LightYear Docs Strategic Discretionary Trust

Upgrade of Discretionary Trust to a Non-Foreign Person Discretionary Trust

Upgrade of Discretionary Trust to Leading Member Discretionary Trust

Upgrade of Discretionary Trust to a Leading Member Non-Foreign Person Discretionary Trust

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Current Human Resources Documents

Basic Employment Agreement

Basic Employment Agreement (Long Form)

Casual Employment Agreement

Casual Conversion Letter

Contractor Confidentiality Agreement

Contractor's Agreement - Company Contractor (Long Form)

Contractor's Agreement - Individual Contractor (Long Form)

Cover Letter to Amend Employment Agreement

Employee Agreement for Apprentice or Trainee

Employee Agreement for Professional Employee

Employee Confidentiality Agreement

Employee Confidentiality Agreement (Long Form)

Employee Cover Letter

Executive Employment Agreement

Final Warning Letter

Formal Warning Letter

Letter of Successful Completion of Probation Period

Letter of Termination - for Misconduct, without Notice

Letter of Termination with Notice

Part Time Employment Agreement (Short Form)

Part Time Work Agreement

Recruitment Services Agreement

Superannuation Fund Letter

Annual Leave Clause

Bonus Performance Based

Commission Based on Actual Revenue

Commission Based on Actual Sales

Community Service Leave

Compassionate Leave

Disclosure of Intellectual Contract

Employee Requests for Flexible Working Arrangements

Employer Responding to a Request for Flexible Workhours

Flexible Working Arrangements (Long Form)

Flexible Working Arrangements

Fringe Benefits Tax

Fringe Benefits Tax (Long Form)

Gardening Leave

Incorporating Provisions of Industrial Instruments

Jury Service Leave

Leave Without Pay

Loyalty and Duties

Motor Vehicles Use of Employers Vehicle

Motor Vehicle Fuel Card and Employees Vehicle

Non Compete

Non Solicitation Clause

Parental Leave

Payslip Template

Personal and/or Carers Leave

Policies and Procedures

Pre Employment Medical Checks

Professional Membership Fees

Refund for Use of Employees Vehicle

Reimbursement of Reasonable Travel Expenses

Salary Sacrifice

Specified Travel Expenses

Summary Dismissal

Termination of Executive

Unpaid Study Leave

Working Hours

Absenteeism Policy

Acceptable IT use Policy

Anti-Discrimination Policy

Bring Your Own Device Policy

Confidentiality Policy

Conflict of Interest Policy

Drug and Alcohol Policy

Employee Remote Working Policy

Employee Standard of Conduct Guidelines

Grievance Policy

Harassment and Bullying Policy

Long Service Leave Policy

Mental Health and Wellbeing Policy

No Smoking Policy

Performance Management Policy

Personal Leave Policy

Redundancy Policy

Social Media Policy

Travel Expense and Expense Management Policy

Travel Policy and Guidelines

Termination of Employment Policy

Victimisation Policy

Workplace Surveillance Policy

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