2024 Releases
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      3. 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