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How to Videos - Short & Sharp!

How to Videos - Short & Sharp!

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

Platform Training Videos

Business Valuation Tool - How to's

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?

Shared Folders

Companies

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Current Company Establishment Documents

Leading Member SMSF Special Purpose Corporate Trustee

SMSF Special Purpose Company

Family Protection Trustee Company

Standard Company

Leading Member Discretionary Trustee Company

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Current Company Variation, Upgrades and Admins Documents

Company Constitution Variation to Leading Member Discretionary Trustee Company

Indemnity Deed

The Successor Director Solution – Single Company plus upgrade

Upgrade to LightYear Docs Standard Company

Company Constitution Variation to LightYear Docs SMSF Special Purpose Company

Company Constitution Variation to Leading Member SMSF Corporate Trustee

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Current Trust Establishment Documents

Fixed Unit Trust (Individual and Corporate)

Non Fixed Unit Trust (Individual and Corporate)

Leading Member Discretionary Trust (Individual and Corporate)

Superannuation Unrelated Investment Trust (SUIT)

Leading Member Discretionary Trust (Non-Foreign Person)

Discretionary Trust (Non-Foreign Person)

Crypto Discretionary Trust Deed

Family Protection Trust (Non-Foreign Person)

Family Protection Trust (Individual and Corporate)

Discretionary Trust (Individual and Corporate)

SIS Reg 13.22C Related Unit Trust

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Current Trusts Maintenance Documents

Upgrade of Discretionary Trust to Leading Member Discretionary Trust

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

Unit Trust Vesting

Discretionary Trust Vesting

Upgrade of Discretionary Trust to a LightYear Docs Strategic Discretionary Trust

Declaration of Trust

Discretionary Trust Distribution Minutes

Deed of Succession Appointors

Addition to Designated Beneficiaries

Change of Trustee for Discretionary Trusts

Changes to Discretionary Trust Positions and Name

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

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Current Business & Commercial Agreements Documents

Related Party Partnership Agreement

SMSF Loan Agreement

Deed of Gift - Cash, Assets & Unpaid Present Entitlements

All Purposes Loan Agreement

The Business Protector

Deed of Assignment of Property

Rental Reduction Agreement

Farm Lease Agreement

Equipment and Motor Vehicle Lease Agreement

Joint Venture Partnership Agreement

Mortgage Deed

Division 7A Loan Agreement

Deed of Loan Forgiveness

Commercial Property Lease

Services Agreement - General Purposes

NDA and Confidentiality Agreement

Business Partnership Agreement

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Current Estate Planning Documents

SMSF Will

Advance Care Directive and Enduring Guardian – Vic

Advance Care Directive and Enduring Guardian – NSW

Advance Care Directive – Western Australia (AHCD WA)

Advance Care Directive – South Australia (AHCD SA)

Advance Care Directive – Queensland (AHCD QLD)

Advance Care Directive (Tas)

Advance Personal Plan (NT)

Advance Care Plan (ACT)

Enduring Power of Attorney – Northern Territory

Enduring Power of Attorney - ACT

Enduring Power of Attorney - WA

Enduring Power of Attorney - VIC

Enduring Power of Attorney – Tasmania

Enduring Power of Attorney - SA

Enduring Power of Attorney - QLD

Enduring Power of Attorney - NSW

Buy/Sell Option Agreement

Dependency Declaration for Superannuation and Income Tax Purposes

LYD Will (with Testamentary Trust option)

Family Allowance Agreement

EPOA and Will Automation

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Current Strategists Only Documents

The Protector

The Successor Director Solution – Multi Company plus upgrade Constitution

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

Corporate Trustee & Deed Upgrade to LightYear Docs

Related Party LRBA (Property) meeting ATO Guidelines

Related Party LRBA (Shares) meeting ATO Guidelines

The Moat and Castle

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Current SMSF Establish, Maintain and Upgrade

SMSF Deed of Variation

Member Leaving a SMSF

Member Appointment - Standard SMSF (non-leading member)

Change of Trustee for SMSFs

Contributions Suspense Account

Contributions To Benefit a Member

SMSF Wind Up

Superannuation Lump Sum

SMSF Establishment

SMSF Investment Strategy - Fund

Member Directed Investment Strategy

QROPS SMSF Establishment

QROPS SMSF Deed of Variation

Member Appointment – Leading Member SMSF

Leading Member SMSF Establishment

Leading Member SMSF Deed of Variation

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Current SMSF Income Streams Documents

TRIS Foldback

Transition to Retirement Income Stream (TRIS)

Temporary Incapacity Income Stream

Pension Commutation

Addition of a Reversionary Pension

Account Based Pension Rollback

Account Based Pension Current Year Pension Payment

Account Based Pension

TRIS Current Year Income Payment

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Current SMSF Borrowing Documents

LRBA Holding Trust Pack - Bank Lending

LRBA Holding Trust Pack - Non Bank Lending

Deed of Promissory Note