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Document Updates
- 03/07/2023 - Reverted back the computation for pension to the 2018-19 version on the following documents:
- Account Based Pension
- Account Based Pension Current Year Pension Payment
- Transition to Retirement Income Stream (TRIS)
- TRIS Current Year Income Payment
- 04/07/2023 The Moat and Castle & The Protector - Fixed tab issue caused by separating the loan agreement data element from TheProtectorDE and fixed issue found in Call option
- 05/07/2023 The Moat and Castle - ABP reverted back the computation for pension to the 2018-19 version and update minimum annual percentage table
- 05/07/2023 Account Based Pension - Reverted back the minimum annual percentage to 2018-2019 version
- 06/07/2023 Advance Care Directive VIC - Fixed Interpreter qualifier First and Last Name to appear in the interview.
- 10/07/2023 Related Party Partnership Agreement - Fixed name spacing in individual partnership names.
- 10/07/2023 LYD Standard Company - Replaced Rule 4 and updated Share Class selection base upon the Rule 4 revision
- 10/07/2023 Upgrade to LightYear Docs Standard Company - Replaced Rule 4 and updated Share Class section.
- 10/07/2023 SMSF Deed of Variation - Replaced PDS header to "SMSF Deed of Variation | Product Disclosure Statement".
- 10/07/2023 Legal Disclaimer Add On (All Documents) - Removed old phone number and added the updated one under the email ID as per Athira
- 12/07/2023 All Purpose loan Agreement - Added Notice of Drawdown and fix heading issues
- 12/07/2023 The Successor Director Solution - Replaced Rule 4 and updated Share Class section.
- 13/07/2023 SMSF Loan Agreement - Added Notice of Drawdown and fix heading issues
- 14/07/2023 Enduring Power of Attorney & The LYD Will and EPOA - In EPOA Vic long added principal name in signature section
- 14/07/2023 The Moat and Castle & The Protector - Fixed tab sequence, formatting issue. In EPOA Vic long add principal name in signature section
- 17/07/2023 Documents with Successor Director - Added option for when will the successor director will be appointed
- 19/07/2023 Family Protection Trust - (non-foreign persons) & Upgrade of Discretionary Trust to a Family Protection Trust (Non-Foreign Person) - Fixed spelling error Stomp
- 21/07/2023 Company Establishment documents - Added fields for pre registration
- 25/07/2023 Trust Documents - Updated the definition of beneficiary
- 27/07/2023 Family Protection Trustee Company - Removed mention of "Appointor" in 2.1 - Replaced to Family Protection Discretionary Trust
Removed mention of "Leading Member and" in 2.1 - Replaced to Successor Family Protection Appointor
Removed mention of "Leading Member" in 15.2 - Replaced with Family Protection Appointor
Removed mention of "Leading Member" in 18.2 - Replaced with Family Protection Appointor
Removed mention of "Appointor" in Registration with ASIC under the Companies Act 2001 (First Director Meeting and Consents) - 27/07/2023 Leading Member Discretionary Trustee Company - Removed all mention of Family Protection Appointor and Replace Family Protection Discretionary Trust to Leading Member Discretionary Trust
- 27/07/2023 Company Constitution Variation to FPT Company - Removed mention of "Leading Member" in 15.2 - Replaced with Family Protection Appointor
Removed mention of "Leading Member" in 18.2 - Replaced with Family Protection Appointor - 27/07/2023 The LYD Will and EPOA, The LYD Will & The Moat and Castle - Updated General advice and Information About Will and EPOA and create General Advice for EPOA
- 31/07/2023 The Moat and Castle & The Protector - Removed Solvency certificate
Document Release
- 31/07/2023 Soft release of Power of Attorney - Tax Affairs & Deed of Rectification and Ratification of Trust Distribution minutes
Integration Updates
- Completed Phase 2 of Simple Fund 360 integration