---
title: August 2024 Updates
description: DOCUMENT UPDATES
---

[Skip to content](https://info.lightyeardocs.com.au/supportcentre/january-2024-updates-1#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. [Release Notes](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en)
3. [2024 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2024-releases)

# August 2024 Updates

**DOCUMENT UPDATES**

- **02/08/2024 All Purpose Loan Agreement, SMSF Loan Agreement, The Moat & The Protector -** Added new question 'Is the rent inclusive or exclusive of GST'
- **03/08/2024 SMSF Loan Agreement -** Added new option/question ‘Does the loan agreement require incorporation of an offset account?’ and the offset account details. Add new clause in the document.
- **12/08/2024 Family Protection Trustee Company & Leading Member Discretionary Trustee Company -** Clause 15.1 and 18.1 changed 'that member' to 'that person'
- **13/08/2024 All documents -** Update the Legal Disclaimer caption to:  
  Tick this box if you would like to include the Abbott & Mourly Legal Disclaimer and Copyright notice at the end of your document. This is provided for master template sign off only. If you would like an individual review, please use the "Request Legal Review" option in the document menu after assembly. For further information about legal sign off, please email Legal Support at legal@lyd.com.au.
- **16/08/2024** **Company documents -** Added Grove East, Grove North, Grove South and Grove West in Street Type
- **19/08/2024 -** In EPOA NSW made changes for clause 3 and 4 on following documents: 
    - **Enduring Power of Attorney**
    - **The LYD Will and EPOA**
    - **The Moat and Castle**
    - **Will with EPOA and Testamentary Trust**
    - **Leading Member SMSF Establishment with EPOA**
- **22/08/2024 All documents -** Checked for LightYear Docs and changed to LYD in the documents and in the Interview
- **22/08/2024 Account Based Pension Rollback, Pension Commutation -** Changes in PDS
- **23/08/2024 All documents -** Checked for LightYear Docs and changed to LYD in the documents and in the Interview
- **26/08/2024 Upgrade of Discretionary Trust to Leading Member Discretionary Trust & Upgrade of Discretionary Trust to LM Non-Foreign Person Discretionary Trust -** Changed definition of ‘The Trust’ to ‘The Trust’ means \[NAME OF TRUST\] created by deed dated \[deed of establishment\] and changed Appointor to Leading Member Appointor in signature.
- **26/08/2024 Upgrade of Discretionary Trust to a Family Protection Trust Non-Foreign Person & Upgrade of Discretionary Trust to a Family Protection Trust -** Changed definition of ‘The Trust’ to ‘The Trust’ means \[NAME OF TRUST\] created by deed dated \[deed of establishment\] and changed Appointor to FPA in signature.
- **26/08/2024 Upgrade of Discretionary Trust to a LightYear Docs Strategic Discretionary Trust & Upgrade of Discretionary Trust to a Non-Foreign Person Discretionary Trust -**Changed definition of ‘The Trust’ to ‘The Trust’ means \[NAME OF TRUST\] created by deed dated \[deed of establishment\]
- **27/08/2024 Upgrade of Discretionary Trust documents-** Changed text in clause 2
- **28/08/2024 Company documents -** Added date of birth for Public officer
- **29/08/2024 -** Added option for Trust in Shareholder on following documents: 
    - **Upgrade to LightYear Docs Standard Company**
    - **The Successor Director Solution – Single Company plus upgrade**
    - **The Successor Director Solution - Multi Company plus upgrade Constitution**
- **30/08/2024  The Successor Director Solution – Single Company plus upgrade & The Successor Director Solution - Multi Company plus upgrade Constitution -** Added option for Trust in Shareholder

- [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