2023 Releases
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      3. 2023 Releases

      June 2023 Updates

      Document Updates

      • 02/06/2023 SMSF Will & The Moat and Castle  - Added option for gender in Nominated Professional (in SMSF Will for Moat & Castle)
      • 02/06/2023 Member Appointment - Standard SMSF - Added membership application (same attachment in the SMSF Establishment)
      • 05/06/2023 Pension Commutation - Added the date of birth and age before the witness
      • 05/06/2023 Trust Establishments documents - Added Commencement date in Schedule 1
      • 05/06/2023 Trust Maintenance documents - Added Date of Variation in Schedule 1
      • 06/06/2023 Company Constitution Variation to FPT Company - Added shareholder's in FPA definition, delete text in clause 19.4 and delete clause 22.3.c
      • 06/06/2023 The Successor Director Solution – Single Company plus upgrade - Added shareholder's in LMA definition, delete text in clause 19.4 and delete clause 22.3.c
      • 06/06/2023 The Successor Director Solution - Multi Company plus upgrade Constitution - Added shareholder's in LMA definition, delete text in clause 19.4 and delete clause 22.3.c
      • 06/06/2023 Discretionary Trust Distribution Minutes (Discretionary Trust Distribution Resolution inside doc) - Removed the requirement of a ABN, when it asks for Trust's name can you make the prompt "Trust name with ABN if applicable". Made beneficiary optional
      • 08/06/2023 Division 7A Loan Agreement - Added income year 2022-2023 in the interview and document for interest rate
      • 09/06/2023 Member Appointment - Leading Member SMSF - Fixed spacing issue caused by table format and add membership application (same attachment in the SMSF Establishment) 
      • 09/06/2023 Member Appointment - Standard SMSF - Fixed spacing issue caused by table format
      • 13/06/2023 Farm Lease Agreement - Removed due date
      • 14/06/2023 Company Establishment Documents - Replaced rule 13 Joint Owners to Joint Holders
      • 14/06/2023 Company Upgrades Documents -  Replaced rule 13 Joint Owners to Joint Holders
      • 14/06/2023 Fixed Unit Trust - (individual & corporate) - Added new definition for Vesting Day 'whatever day earlier than the date in (a) that the Unitholder may in its absolute discretion appoint by Resolution and direct to the Trustee to be the vesting day'
      • 14/06/2023 Discretionary Trust Distribution Minutes - Added Letter of Advice
        (Discretionary Trust Distribution Resolution inside doc)
      • 15/06/2023 The Successor Director Solution – Single Company plus upgrade - Added option for when will the Successor Director will be appointed
      • 16/06/2023 The Moat and Castle - Fixed formatting issue of FPT cover page and interview error on lender and borrower
      •  16/06/2023 SMSF Establish, Maintain & Upgrade Documents - Updated party detail for SF360 integration
      • 16/06/2023 The Protector - Fixed formatting issue of FPT cover page and interview error on lender and borrower
      • 19/06/2023 The Moat and Castle - Added exclude beneficiary in FPT
      • 19/06/2023 Deed of Vesting (SMSF) - Updated fix of the typographical error on page 4 "M"inutes of a Meeting. 
      • 19/06/2023 The Protector - Added exclude beneficiary in FPT
      • 20/06/2023 Advance Care Directive (VIC) - Needed second decision maker to accept and sign 
      • 21/06/2023 SMSF Will - Made 'lineage' 'Lineage' and fixed incorrect apostrophe
      • 21/06/2023 The Moat and Castle - Made 'lineage' 'Lineage' and fixed incorrect apostrophe
      • 21/06/2023 Discretionary Trust Distribution Minutes - other changes relating to letter of 
        (Discretionary Trust Distribution Resolution inside doc) advice and other more changes
      • 22/06/2023 SMSF Will with Death Benefits Protection Trust - New
      • 22/06/2023 Trusts Establishments Documents - Replaced hereunder in clause 11 to within this deed 
      • 22/06/2023 Trusts Maintenance Documents - Replaced hereunder in clause 11 to within this deed
      • 23/06/2023 Discretionary Trust Changes - Changed title of the document from Deed of Variation for Discretionary Trust to Deed of Change to Trust Positions
      • 27/06/2023 Shareholders Agreement - Fixed formatting issue
      • 27/06/2023 The Moat and Castle - Fixed numbering issue in signature part for Mortgage Deed
      • 27/06/2023 The Protector - Fixed numbering issue in signature part for Mortgage Deed
      • 27/06/2023 Discretionary Trust Distribution Minutes - Formatted Legal Element to Title
        (Discretionary Trust Distribution Resolution inside doc)         and other text changes
      • 28/06/2023 Contributions Suspense Account - Changed all Abbot &Mourly to The Commissioner and correct grammar. Made an option if the Trustee meeting details is the same as the Contribution Allocation Meeting
      • 29/06/2023 Company Constitution Variation to LightYear Docs SMSF Special Purpose Company - Added text 'If necessary and on the advice of the Fund’s auditor, ' in clause 22.3
      • 29/06/2023 The Successor Director Solution – Single Company plus upgrade - Added text 'If necessary and on the advice of the Fund’s auditor, ' in clause 22.3 of Company Constitution Variation to LightYear Docs SMSF Special Purpose Company
      • 29/06/2023 SMSF Will - Added text paragraph in clause 3 of guidelines
      • 29/06/2023 The Moat and Castle - In SMSF Will, added text paragraph in clause 3 of guidelines
      • 29/06/2023 Pension Commutation - Replaced Roll Back with commutation or commute
      • 29/06/2023 The Successor Director Solution - Multi Company plus upgrade Constitution - Added text 'If necessary and on the advice of the Fund’s auditor, ' in clause 22.3 of Company Constitution Variation to LightYear Docs SMSF Special Purpose Company

      Document Release

      • 23/06/2023 Soft release of SMSF Will with Death Benefits Protection Trus