January 2023 Updates

Organization Updates

09/01/2023 New LYD CEO Appointment - Michael Jeffriess was appointed as the new CEO for LightYear Docs.

Document Updates

09/01/2023 The LYD Will - added a second witness to the testator interview
10/01/2023 HR Documents - made available to PAYG users
10/01/2023 HR Policy documents - price reduced to $49, added version date, approved by and position
10/01/2023 HR Additional Clause documents - price reduced to $49
10/01/2023 Discretionary Trust Distribution Minutes (Discretionary Trust Distribution Resolution inside doc) - Changed document from 'Discretionary Trust Distribution Minutes' to 'Discretionary Trust Distribution Resolution' and added option for the client to add or remove ATO guidelines
16/01/2023 The Moat and Castle- Added establishment date in Upgrade from DT to LMDT
17/01/2023 Equipment hire agreement - Added establishment date in Upgrade from DT to LMDT
18/01/2023 Leading Member SMSF Establishment and Deed of Variation - Update Product Disclosure Statement Part
23/01/2023 Member Directed Investment Strategy and SMSF Investment Strategy - Fund- Removed ', such as an impending down payment on a new home.' in cash strategy tab
24/01/2023 The Protector - Added blank space after each document
24/01/2023 The LYD Will and EPOA - Added blank space after each document
24/01/2023 The LYD Will - Added blank space after each document
24/01/2023 The Moat and Castle - Added blank space after each document
24/01/2023 Equipment hire agreement - Added new filed for cleaning fee and removed FuseSign witness

Platform Updates

11/01/2023 Discontinued Business Valuation Tool service - BVT is no longer available on LY Surge.

Document Releases