---
title: Legal & Technical Queries | Success Hub
description: You will find FAQ we have received from advisors & our strategic responses to them.
---

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1. [Success Hub](https://info.lightyeardocs.com.au/supportcentre)
2. [Legal & Technical Queries](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries)

# Legal & Technical Queries

 You will find FAQ we have received from advisors & our strategic responses to them.

## Estate Planning

- [EPOA (Enduring Power of Attorney) State Guidelines](https://info.lightyeardocs.com.au/supportcentre/epoa-state-guidelines)
- [AHCD (Advance Health Care Directive) State Guidelines](https://info.lightyeardocs.com.au/supportcentre/ahcd-advanced-health-care-directives-state-guidelines)
- [Should the Interstate or Overseas Enduring Power of Attorney (EPOA) and Will Automation document be hand-signed?](https://info.lightyeardocs.com.au/supportcentre/should-the)
- [What is the Definition of 'Tertiary Beneficiary' in the LYD Will document?](https://info.lightyeardocs.com.au/supportcentre/who-are-the-tertiary-beneficiaries-in-the-lyd-will-document)
- [How to Execute and Witness a Will in Victoria](https://info.lightyeardocs.com.au/supportcentre/how-to-executing-and-witness-a-will-in-victoria)
- [Death Benefit Payments](https://info.lightyeardocs.com.au/supportcentre/member-want-to-include-death-benefit-payments-including-pensions-and-lump-sum-payments)
- [What happens to EPOA status upon moving to different state?](https://info.lightyeardocs.com.au/supportcentre/enduring-power-of-attorney)
- [Successor Director: Stand Alone vs EPOA](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002202001-successor-director-stand-alone-v-epoa)
- [I have prepared an EPOA for SA, Once prepared and signed, does this need to be lodged at the Lands Title Registration Office?](https://info.lightyeardocs.com.au/supportcentre/epoa)
- [For an EPOA for a Western Australian to replace a previous appointees with a new ones is there an automatic revocation of the standing appointees? Or is there a separate deed of revocation to be used?](https://info.lightyeardocs.com.au/supportcentre/epoa-1)
- [Victoria Medical Decision Maker now in Place v Outdated Medical EPOA](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005966946-victoria-medical-decision-maker-now-in-place-v-outdated-medical-epoa)
- [Is EPOA Replacement Director Solution the Same as the Successor Director Solution?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005762566-is-epoa-replacement-director-solution-the-same-as-the-successor-director-solution-)
- [Will an ordinary EPOA provide for an LPR to act as director of a SMSF Trustee Company?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005229226-will-an-ordinary-epoa-provide-for-an-lpr-to-act-as-director-of-a-smsf-trustee-company-)
- [Are the Enduring Powers of Attorney in the Will, the Moat and Single use all the Same?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002843542-are-the-enduring-powers-of-attorney-in-the-will-the-moat-and-single-use-all-the-same-)
- [How to leave a property to a Testamentary Trust on SMSF Will?](https://info.lightyeardocs.com.au/supportcentre/how-to-leave-a-property-to-a-testamentary-trust-on-smsf-will)
- [In a signed will, does it need an update once client relocate within the same state?](https://info.lightyeardocs.com.au/supportcentre/in-a-signed-will-does-it-need-an-update-once-client-relocate-within-the-same-state)
- [If there is a guardian listed in the will, who will have the custody of the kids once one parent passes?](https://info.lightyeardocs.com.au/supportcentre/if-there-is-a-guardian-present-where-will-the-custody-of-the-kids-go-once-the-spouse-passes)
- [Does an Executor need to sign the Will document?](https://info.lightyeardocs.com.au/supportcentre/does-an-execuotr-need-to-sign-the-will-document)
- [When inputting a Will and EPOA, can you still put in the date of the Will (under General Information), or does it have to be the same as the date signed?](https://info.lightyeardocs.com.au/supportcentre/when-inputting-a-will-and-epoa-can-we-still-put-in-the-date-of-the-will-under-general-information-or-does-this-have-to-be-the-same-as-the-date-signed)
- [Can you add a company as a Succeeding Executor on EPOA and Will document?](https://info.lightyeardocs.com.au/supportcentre/can-you-add-a-company-as-a-succeeding-executor-on-epoa-and-will-document)
- [Do the executors in a Will need to necessarily see or be privy to the Will?](https://info.lightyeardocs.com.au/supportcentre/do-the-executors-in-a-will-need-to-necessarily-see-or-be-privy-to-the-will)
- [What is the difference between Dependency Declaration and Family Allowance Agreement?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-difference-between-dependency-declaration-and-family-allowance-agreement)
- [Can an Australian Will and Testamentary Trusts deal with overseas assets?](https://info.lightyeardocs.com.au/supportcentre/can-an-australian-will-and-testamentary-trusts-deal-with-overseas-assets)
- [Is any conflict created if a client has separate parties acting for them in:](https://info.lightyeardocs.com.au/supportcentre/is-any-conflict-created-if-a-client-has-separate-parties-acting-for-them-in)
- [What is the difference between Power of Attorney and Enduring Power of Attorney?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-difference-between-power-of-attorney-and-enduring-power-of-attorney)
- [What template should be used for Asset Protection Strategy - gifting of equity to a trust who then lends the equity back and secured by a loan?](https://info.lightyeardocs.com.au/supportcentre/what-template-should-be-used-for-asset-protection-strategy-gifting-and-loan-back)
- [What is the difference of an Enduring Guardianship from an Enduring Power of Attorney for health/medical?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-difference-of-an-enduring-guardianship-from-an-enduring-power-of-attorney-for-health/medical)
- [In the Protector document, who can be the option holder and property owner?](https://info.lightyeardocs.com.au/supportcentre/can-the-option-holder-and-the-protector)
- [Do kids have other option when there is no adult at the time their parents become incapacitated based on the Will and EPOA prepared?](https://info.lightyeardocs.com.au/supportcentre/for-the-epoas-the-line-of-succession-for-husband/wife-is-each-other-then-their-kids.-the-kids-are-minors)
- [Can you name a Testamentary Trust in the Will with Testamentary Trust template?](https://info.lightyeardocs.com.au/supportcentre/can-you-name-a-testamentary-trust-in-the-will-with-testamentary-trust-template)

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## Companies

- [What is the difference between a standard company and a family protection trust company?](https://info.lightyeardocs.com.au/supportcentre/difference-between-company-documents)
- [Share Classes Definition](https://info.lightyeardocs.com.au/supportcentre/share-classes-definition)
- [ASIC fee indexation | ASIC - Australian Securities and Investments Commission](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360051369973-asic-fee-indexation-asic-australian-securities-and-investments-commission)
- [Is it possible to have a Leading Member Discretionary Trustee Company set up to take over trustee of a number of trusts without having had the trusts converted to Leading Member Discretionary Trusts?](https://info.lightyeardocs.com.au/supportcentre/lm-trustee-company)
- [Director Identification Number FAQ](https://info.lightyeardocs.com.au/supportcentre/director-identification-number-faq)
- [Company Limited by Guarantee](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4404567933081-company-limited-by-guarantee-)
- [ASIC Notification for Change of Company Constitution - Not for Private Companies](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006974923-asic-notification-for-change-of-company-constitution-not-for-private-companies)
- [When do you Notify ASIC in Relation to a Successor Director?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900004956146-when-do-you-notify-asic-in-relation-to-a-successor-director-)
- [Setting up an SMSF with Corporate Trustee](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360053527173-setting-up-an-smsf-with-corporate-trustee)
- [Business Name Availability](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360052643914-business-name-availability)
- [Register a Business Name](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360052643714-register-a-business-name)
- [Renewing Your Company Registration](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360052643674-renewing-your-company-registration)
- [Understand Australian Company Numbers (ACNs)](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360052643554-understand-australian-company-numbers-acns-)
- [Register an Indigenous Corporation](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360053427373-register-an-indigenous-corporation)
- [How long does it take to Register a Company?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360053427313-how-long-it-takes-to-register-a-company)
- [Check the Availability of Your Company Name](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360053427233-check-the-availability-of-your-company-name)
- [Understand Directors' Responsibilities and Personal Liability](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360053427073-understand-directors-responsibilities-and-personal-liability)
- [I cannot find the Certificate of Registration of the company I registered. How can I get a copy?](https://info.lightyeardocs.com.au/supportcentre/certificate-of-registration)
- [I'm getting a Manual Review Explained Error on my Company Set up. How do I Proceed?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360051350254-i-m-getting-a-manual-review-error-on-my-company-set-up-how-do-i-proceed-)
- [Why is there an Increase on Price for the Company Document?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360052111833-why-is-there-an-increase-on-price-for-the-company-document-)
- [What is the LightYear Docs Company Pack?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500000419561-what-is-the-the-lightyear-docs-company-pack-)
- [How do we change the 'Public Officer' and 'Chairperson'?](https://info.lightyeardocs.com.au/supportcentre/how-do-we-change-the-public-officer-and-chairperson)
- [In establishing a new company, let's say I wanted to make the Constitution date to another date? (instead of today's date) - Would there be a penalty on this? Or are there any implications?](https://info.lightyeardocs.com.au/supportcentre/in-establishing-a-new-company-lets-say-i-wanted-to-make-the-constitution-date-to-another-date-instead-of-todays-date-would-there-be-a-penalty-on-th-1662073942364)
- [What is the Process of Upgrading a Non-LYD Constitution to an LYD one but Still Retaining the Existing Share Classes?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-process-of-upgrading-a-non-lyd-constitution-to-an-lyd-one)
- [How to answer if you want to set up a Company that is going to be the Shareholder of Another Company?](https://info.lightyeardocs.com.au/supportcentre/setting-up-a-company-that)
- [How can you make the standard company a trustee company?](https://info.lightyeardocs.com.au/supportcentre/how-would-i-make-the-standard-company-a-trustee-company)
- [What is the Significance of Paid Versus Unpaid Shares and Its Application to SMSF Special Purpose and Standard Companies?](https://info.lightyeardocs.com.au/supportcentre/paid-and-unpaid)
- [Adding a Child Member to a SMSF Corporate Trustee](https://info.lightyeardocs.com.au/supportcentre/is-a-power-of-attorney-needed-for)
- [Successor Director Solution: EPOA or using the Successor Director Solution](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360060290434-successor-director-solution-epoa-or-using-the-successor-director-solution)
- [If a company is registered and the shares issued are held by a Corporate Bare Trustee, should the Bare Trust Deed be executed on the day before the company is registered or in the same day?](https://info.lightyeardocs.com.au/supportcentre/if-a-company-is-registered-and-the-shares-issued-are-held-by-a-corporate-bare-trustee-should-the-bare-trust-deed-be-executed-on-the-day-before-the-1651702473468)
- [Is a Director ID needed for each of the Successor Directors before the creation of the company?](https://info.lightyeardocs.com.au/supportcentre/is-a-director-id-needed-for-each-of-the-successor-directors-before-the-creation-of-the-company)
- [Is it necessary for a Director to have a Director ID before creating a Company?](https://info.lightyeardocs.com.au/supportcentre/is-it-necessary-for-a-director-to-have-a-director-id-before-creating-a-company)
- [Does a Standard Company need to be set up separately to an LRBA document to complete the corporate trustee section of the LRBA pack?](https://info.lightyeardocs.com.au/supportcentre/bank-lending-lrba-document)
- [Are bank kits for company documents only?](https://info.lightyeardocs.com.au/supportcentre/bank-kits)
- [Looking to upgrade a company from a standard company to a sole purpose SMSF company. It only has Articles of Association (no constitution). Can I use the template on the website to make this upgrade?](https://info.lightyeardocs.com.au/supportcentre/company-upgrade)
- [Does a nominated Successor Director (SD) sign anything upfront or only upon acceptance when the original Director dies or is incapacitated?](https://info.lightyeardocs.com.au/supportcentre/successor-director)
- [Are we able to get a copy of the Form 201 for an SMSF company set up?](https://info.lightyeardocs.com.au/supportcentre/are-we-able-to-get-a-copy-of-the-form-201-for-an-smsf-company-set-up)
- [Can a Corporate Attorney be used for a SMSF Trustee Company?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900004706806-can-a-corporate-attorney-be-used-for-a-smsf-trustee-company-)
- [What to do if you have lost a Company Constitution?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005543223-what-to-do-if-you-have-lost-a-company-constitution-)
- [How can a minor sign as a Successor Director on the Successor Director document?](https://info.lightyeardocs.com.au/supportcentre/how-can-a-minor-sign-as-a-successor-director-on-the-successor-director-document)
- [Is it possible to have joint shareholders in a SMSF Special Purpose Company?](https://info.lightyeardocs.com.au/supportcentre/is-it-possible-to-have-joint-shareholders-in-a-smsf-special-purpose-company)
- [Do you need to have an Indemnity Agreement for successor directors?](https://info.lightyeardocs.com.au/supportcentre/do-you-need-to-have-an-indemnity-agreement-for-successor-directors)
- [Is the foreign Principal Place of Business acceptable for company documents? Or do you have to put in an Australian address?](https://info.lightyeardocs.com.au/supportcentre/is-a-foreign-principal-place-of-business-acceptable-for-company-documents-or-do-you-have-to-put-in-an-australian-address)
- [Can a minor be a successor director?](https://info.lightyeardocs.com.au/supportcentre/can-a-minor-be-a-successor-director)
- [Meaning of "Other documents regarding the ATO's proof of identity requirements in support of this notice are enclosed" in the Company Constitution package Re: Notice of appointment of Public Officer](https://info.lightyeardocs.com.au/supportcentre/in-the-company-constitution-package-there-is-a-letter-addressed-to-the-ato-re-notice-of-appointment-of-public-officer-in-this-letter-there-is-a-sta-1682477025863)
- [Can a Legal Personal Representative or executor of a Will, step into the role of a successor director if a minor cannot do it?](https://info.lightyeardocs.com.au/supportcentre/can-a-legal-personal-representative-or-executor-of-a-will-step-into-the-role-of-a-successor-director-if-a-minor-can-not-do-it-they-are-under-18-at-1701045565795)
- [Can a foreign person be a Successor Director? (Foreigner)](https://info.lightyeardocs.com.au/supportcentre/can-a-foreign-person-be-a-successor-director-foreigner)
- [Does a director's signature need to be witnessed?](https://info.lightyeardocs.com.au/supportcentre/does-a-directors-signature-need-to-be-witnessed)

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## Business & Commercial Agreements

- [What loan agreement document should be used for S109N loans?](https://info.lightyeardocs.com.au/supportcentre/what-loan-agreement-document-should-be-used-for)
- [Can the All Purposes Loan Agreement be setup as an "at call loan agreement"?](https://info.lightyeardocs.com.au/supportcentre/can-the-all-purposes-loan-agreement)
- [How to insert Clause 9.1 (b) in the Business Partnership Agreement?](https://info.lightyeardocs.com.au/supportcentre/how-to-insert-the-clause-9.1-b-on-the-business-partnership-agreement)
- [What is "Total Consideration" amount in the Deed of Assignment of Property document?](https://info.lightyeardocs.com.au/supportcentre/what-is-total-consideration-amount-in-the)
- [Can you state an interest rate and capitalize it upon maturity of term?](https://info.lightyeardocs.com.au/supportcentre/can-you-state-an-interest-rate-and-is-capitalised-upon-maturity-of-term)
- [Process for Registering a Second Mortgage - NT](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360060291194-process-for-registering-a-second-mortgage-nt)
- [Process For Registering a Second Mortgage - WA](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001673301-process-for-registering-a-second-mortgage-wa)
- [Process for registering a Second Mortgage - SA](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360060292574-process-for-registering-a-second-mortgage-sa)
- [Process for Registering a Second Mortgage - TAS](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001673581-process-for-registering-a-second-mortgage-tas)
- [Process for Registering a Second Mortgage - ACT](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001673721-process-for-registering-a-second-mortgage-act)
- [Process ofr Registering a Second Mortgage - VIC](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001778902-process-for-registering-a-second-mortgage-vic)
- [Using a Caveat Instead of a Second Mortgage](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360062085113-using-a-caveat-instead-of-a-second-mortgage)
- [Summary Process for Registering a Second Mortgage](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360062085553-summary-process-for-registering-a-second-mortgage)
- [Process for Registering a Second Mortgage - QLD](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001671961-process-for-registering-a-second-mortgage-qld)
- [Undertaking Due Diligence in Second Mortgage Transactions](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001673901-undertaking-due-diligence-in-second-mortgage-transactions-)
- [Using Unregistered Mortgages](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360060293234-using-unregistered-mortgages)
- [Do you need to register the mortgage deed for the 25-year secured Division 7A loans?](https://info.lightyeardocs.com.au/supportcentre/do-you-need-to-register-the-mort-or-25-years-secured-div7a-loans-do-you-have-to-have-the-mortgage-deed-registered)
- [Is it a Good Practice to Include the Accountant of the Third Party in The Non-Disclosure and Confidentiality Agreement?](https://info.lightyeardocs.com.au/supportcentre/is-it-a-good-practice-to-include-the-accountant-of-the-third-party-on)
- [With an Asset Protection Trust where Non-Real Assets are involved, is a Mortgage Deed generated?](https://info.lightyeardocs.com.au/supportcentre/with-an-asset-protection-trust-where-non-real-assets-are-involved-is-a-mortgage-deed-generated)
- [What does the Legal Note mean in Division 7A Loan Agreement?](https://info.lightyeardocs.com.au/supportcentre/what-does-the-disclaimer-on-division-7a-loan-agreement-mean)
- [Does the Division 7A Loan Agreement has an offset arrangement that allows for declared dividends to be offset against any Division 7A loans to meet the minimum repayment amount?](https://info.lightyeardocs.com.au/supportcentre/could-you-please-confirm-that-this-loan-agreement-has-an-offset-arrangement-that-allows-for-declared-dividends-to-be-offset-against-any-div7a-loans-1696379813271)
- [What should be the commencement date of a Division 7A Loan Agreement? Is this the date the document was executed? Or the end of the income year that the loan relates?](https://info.lightyeardocs.com.au/supportcentre/what-should-be-the-commencement-date-of-a-division-7a-loan)
- [Is there any reason not to use an existing bucket company to transfer assets into for inline with the Business Protector Strategy instead of using a Family Protection Trust?](https://info.lightyeardocs.com.au/supportcentre/is-there-any-reason-not-to-use-an-existing-bucket-company-to-transfer-assets-into-for-inline-with-the-business-protector-strategy-instead-of-using-1707198988914)
- [What is the document to be used that identifies both lender and borrower?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-document-to-be-used-that-identifies-both-lender-and-borrower)
- [Can you have 0% interest rate with a term of 10 years and no minimum repayment in preparing a Loan Agreement between two companies as a line of credit?](https://info.lightyeardocs.com.au/supportcentre/im-preparing-a-loan-agreement-between-to-companies.-i-am-doing-it-as-a-line-of-credit-which-the-document-wizard-allows.-can-i-have-a-0-interest-rat-1708414102088)
- [Does the original loan cover all future loans under Division 7A or do you need to update the Loan Agreement every year?](https://info.lightyeardocs.com.au/supportcentre/does-the-original-loan-cover-all-future-loans-under-division-7a-or-do-you-need-to-update-the-loan-agreement-every-year)

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## Leading Member SMSF

- [Can non-LM sign documents for LM SMSF?](https://info.lightyeardocs.com.au/supportcentre/changes-to-discretionary-trust-position-and-name)
- [Does the Successor Director apply to SMSF Trustees?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360062566593-does-the-successor-director-apply-to-smsf-trustees-)
- [What is a Leading Member SMSF and how is it Different to a Standard SMSF?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021775793-what-is-a-leading-member-smsf-and-how-is-it-different-to-a-standard-smsf-)
- [What are the Benefits of a Leading Member SMSF?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021775853-what-are-the-benefits-of-a-leading-member-smsf-)
- [Are there any Risks Associated with a Leading Member SMSF?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021588874-are-there-any-risks-associated-with-a-leading-member-smsf-)
- [How does the Trustee ensure that the Leading Member acts in the best interest of the Fund?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021589394-how-does-the-trustee-ensure-that-the-leading-member-acts-in-the-best-interest-of-the-fund-)
- [What Happens if I do not Appoint a 2nd Leading Member, and the 1st Leading Member Passes Away Suddenly?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021777693-what-happens-if-i-do-not-appoint-a-2nd-leading-member-and-the-1st-leading-member-passes-away-suddenly-)
- [I’m Nervous about Appointing one Person in a Fund as a Leading Member. Are we Giving Full Control of the Fund to this Person?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021777833-i-m-nervous-about-appointing-one-person-in-a-fund-as-a-leading-member-are-we-giving-full-control-of-the-fund-to-this-person-)
- [Is a Leading Member Fund Legal?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021590714-is-a-leading-member-fund-legal-)
- [In setting up a Leading Member SMSF, is it better to make the husband the Sole Director and Shareholder, and the spouse the Second Leading Member?](https://info.lightyeardocs.com.au/supportcentre/in-setting-up-a-leading-member-smsf-is-it-better-to-make-the-husband-sole-director-and-shareholder-and-the-spouse-the-second-leading-member)
- [How to Exclude Individuals for Beneficiaries in a Leading Member Discretionary Trust (Individual and Corporate) document?](https://info.lightyeardocs.com.au/supportcentre/how-to-add-exclusions-for-beneficiaries-in-a-leading-member-discretionary-trust-individual-and-corporate-document)
- [In changing SMSF to a LM Fund, are all the nominated successor LM required to be members of the SMSF at the time of adopting the new deed?](https://info.lightyeardocs.com.au/supportcentre/in-changing-smsf-to-a-lm-fund-are-all-the-nominated-successor-lm-required-to-be-members-of-the-smsf-at-the-time-of-adopting-the-new-deed)
- [If the LM wants to nominate their children, can they do it if the child is below 18? If not, do they need a trustee? If yes, can they be a foreign resident?](https://info.lightyeardocs.com.au/supportcentre/leading-member)
- [To upgrade a SMSF to LM SMSF and appoint a new Director to the Corp Trustee, do I need to complete the Member Appointment to a LM SMSF form in addition to the ATO Trustee Declaration Form?](https://info.lightyeardocs.com.au/supportcentre/leading-member-smsf)
- [Does an Appointor or Leading Member need to be over 18?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006298903-does-an-appointor-or-leading-member-need-to-be-over-18-)

See less ▼

## SMSF & Trusts

- [Are we able to include a life interest in a SMSF Will?](https://info.lightyeardocs.com.au/supportcentre/life-interest-in-a-smsf-will)
- [Blank SMSF/Trust Minutes](https://info.lightyeardocs.com.au/supportcentre/blank-smsf-minutes)
- [Why is my TFN for my SMSF Delayed?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4406329259545-why-is-my-tfn-for-my-smsf-delayed-)
- [Should I use an Individual or Corporate Trustee Structure for an SMSF?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021590734-should-i-use-an-individual-or-corporate-trustee-structure-for-an-smsf-)
- [I use a SMSF Trust Deed from an Alternative Provider. What is the Best Way to Switch to a LightYear Docs SMSF Trust Deed?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021590774-i-use-a-smsf-trust-deed-from-an-alternative-provider-what-is-the-best-way-to-switch-to-a-lightyear-docs-smsf-trust-deed-)
- [I have multiple clients that I would like to Execute Deed Upgrades for. What is the best way to go about this?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021778253-i-have-multiple-clients-that-i-would-like-to-execute-deed-upgrades-for-what-is-the-best-way-to-go-about-this-)
- [Can a Member of a SMSF Make Investment Decisions Based Upon His or Her Own Interest?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021778493-can-a-member-of-a-smsf-make-investment-decisions-based-upon-his-or-her-own-interest-)
- [Leading Member/SMSF Special Purpose Corporate Trustee - Why SPE Share Class is Mandatory](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002237041-leading-member-smsf-special-purpose-corporate-trustee-why-non-share-class-is-mandatory)
- [The Ten Benefits of a SMSF and Family SMSF](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900004726066-the-ten-benefits-of-a-smsf-and-family-smsf)
- [SMSF Statistics - September 2023](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006652626-smsf-statistics-march-2021)
- [SMSF - Does the Investment Strategy Cover Carrying on of a Business?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006656326-smsf-does-the-investment-strategy-cover-carrying-on-of-a-business-)
- [SMSF Deed vs Accounting Standards](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4406815575577-smsf-deed-versus-accounting-standards)
- [Catering for Collectibles and Vintage Cars in a SMSF Investment Strategy](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005987106-catering-for-collectibles-and-vintage-cars-in-a-smsf-investment-strategy)
- [If the current Appointor dies, and if there is no Succeeding Appointor, will his position be necessarily given to the Legal Personal Representative?](https://info.lightyeardocs.com.au/supportcentre/when-the-current-appointor-dies-will-the)
- [What document should be used if a SMSF member wants to loan money to the SMSF to put down deposit on commercial property?](https://info.lightyeardocs.com.au/supportcentre/what-document-should-be-used-if-a-smsf-member)
- [How to add a Secondary Beneficiary in Discretionary Trust (Non-Foreign Person)?](https://info.lightyeardocs.com.au/supportcentre/how-to-add-a-secondary-beneficiary-in)
- [Can the Company Trustee for SMSF be used as a Trustee of the Holding Trust/Bare Trust, or do you need a separate Trustee Company?](https://info.lightyeardocs.com.au/supportcentre/can-the-company-trustee-for-smsf-be-used)
- [Questions on Family Protection Appointor (FPA)](https://info.lightyeardocs.com.au/supportcentre/family-protection-trust)
- [For the Beneficiary of the Normal Discretionary Trust Deed, will Family Lineage Include the Future Spouse of their Kids?](https://info.lightyeardocs.com.au/supportcentre/discretionary-trust-deed)
- [If you are vesting a Unit Trust, do you need to cancel the units?](https://info.lightyeardocs.com.au/supportcentre/if-you-are-vesting-a-unit-trust-do-you-need-to-cancel-the-units)
- [If you are planning to complete the 'Account Based Pension' and 'Addition of a Reversionary Pension', do you need to document for each pension if a member has more than one Account Based Pension?](https://info.lightyeardocs.com.au/supportcentre/do-you-need-to-document-for-each-pension-if-a-member-has-more-than-one-account-based-pension)
- [When updating a SMSF Deed, do you need to include the dates when a Trustee was appointed and removed?](https://info.lightyeardocs.com.au/supportcentre/do-you-need-to-include-the-dates-when-updating-a-smsf-deed)
- [Do you have a template for an existing SMSF to change a member's name due to marriage?](https://info.lightyeardocs.com.au/supportcentre/do-you-have-a-template-for-an-existing-smsf-to-change-a-members-name-due-to-marriage)
- [What template should be used to remove a SMSF member or director?](https://info.lightyeardocs.com.au/supportcentre/what-template-should-be-used-if-you-want-to-remove-a-member/director)
- [Does a Successor Appointor needs to be of legal age?](https://info.lightyeardocs.com.au/supportcentre/does-a-successor-appointor)
- [Is an electronic copy acceptable to update a SMSF Trust Deed?](https://info.lightyeardocs.com.au/supportcentre/is-an-electronic-copy-acceptable-to-update-a-smsf-trust-deed)
- [Do you have a document to issue shares in a fixed unit trust?](https://info.lightyeardocs.com.au/supportcentre/do-you-have-a-document-to-issue-shares-in-a-fixed-unit-trust)
- [Personal Concessional Contributions to SMSF through Promissory Note](https://info.lightyeardocs.com.au/supportcentre/personal-concessional)
- [What is the meaning of 'Principal' in the template, 'Upgrade of Discretionary Trust to a LightYear Docs Strategic Discretionary Trust'?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-meaning-of-principal)
- [Can a non-LRBA have farm animals as a non-property asset? The animal will be used for breeding.](https://info.lightyeardocs.com.au/supportcentre/can-a-non-lrba-have-farm-animals-as-a-non-property-asset)
- [Can a Company Act as Trustee for a SMSF and a Discretionary Trust?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4403022175257-can-a-company-act-as-trustee-for-a-smsf-and-a-discretionary-trust-)
- [If there are two Individual Trustees of a SMSF and one dies, how soon afterwards can you replace the deceased Trustee?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360053434574-if-there-are-two-individual-trustees-of-a-smsf-and-one-dies-how-soon-afterwards-can-you-replace-the-deceased-trustee-)
- [Does an Asset Protection Trust or Family Protection Trust require an ABN and/or a TFN?](https://info.lightyeardocs.com.au/supportcentre/does-an-asset-protection-trust-or-family-protection-trust-require-an-abn-and/or-a-tfn)
- [Is it possible for the trust distribution template minutes to be set up as resolutions?](https://info.lightyeardocs.com.au/supportcentre/minutes-as-resolutions)
- [If you are an individual trustee and your wife passed away, it is possible to form a sole Director Trustee Company to continue the SMSF?](https://info.lightyeardocs.com.au/supportcentre/self-managed-super-fund)
- [What is a document for a client to hold residential real estate in trust on behalf of a family member?](https://info.lightyeardocs.com.au/supportcentre/what-is-a-document-for-a-client-to-hold-residential-real-estate-in-trust-on-behalf-of-a-family-member)
- [Are you able to prepare a document for a client to hold residential real estate in trust on behalf of a family member?](https://info.lightyeardocs.com.au/supportcentre/are-you-able-to-prepare-a-document-for-a-client-to-hold-residential-real-estate-in-trust-on-behalf-of-a-family-member)
- [Which document should be used in upgrading an old family trust deed?](https://info.lightyeardocs.com.au/supportcentre/upgrade-an-old-trust-deed-to-family-trust)
- [Is it possible to set-up a Unit Trust under the state of South Australia?](https://info.lightyeardocs.com.au/supportcentre/suit)
- [If a client withdraws more than the minimum pension you have the option of an "Additional pension" or "Lump Sum Commutation from Pension". Why would you select the commutation?](https://info.lightyeardocs.com.au/supportcentre/pension)
- [How often should you update a Discretionary Trust?](https://info.lightyeardocs.com.au/supportcentre/discretionary-trust)
- [Do we need members applications or minutes as legal documents to set up a super fund?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360058967993-do-we-need-members-applications-or-minutes-as-legal-documents-to-set-up-a-super-fund-)
- [SIS Regulation 13.22C, GST and SIS Act 93](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360057878334-sis-regulation-13-22c-gst-and-sis-act-93)
- [Super Contributions after Death](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360059807013-super-contributions-after-death)
- [Successor Director, Leading Member, Trustee Company and Non Foreign Persons](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360060729953-successor-director-leading-member-trustee-company-and-non-foreign-persons)
- [SMSFs and Cryptocurrency such as Bitcoin](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001606382-smsfs-and-cryptocurrency-such-as-bitcoin)
- [Buying Property and Using the Protector for Tax Purposes Versus Buying in a Family Protection Trust](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500001681481-buying-property-and-using-the-protector-for-tax-purposes-v-buying-in-a-family-protection-trust)
- [Is there a deed of variation for the exclusion of a beneficiary for a Trust?](https://info.lightyeardocs.com.au/supportcentre/exclusion-of-a-beneficiary)
- [When setting up a bare trust, can I edit in the future as we are final with the assets yet? Can the client sign first?](https://info.lightyeardocs.com.au/supportcentre/bare-trust)
- [Do you have any documentation that explains why a corporate trustee shouldn't be a beneficiary of the trust that it is the trustee for?](https://info.lightyeardocs.com.au/supportcentre/trust)
- [For the SMSF establishment, is the BDN only prepared through a SMSF Will? Is there a document for setting up the bank account or is it included in the wording of the trust deed?](https://info.lightyeardocs.com.au/supportcentre/smsf)
- [Does SMSF deeds needs to be stamped?](https://info.lightyeardocs.com.au/supportcentre/smsf-deeds)
- [Is there a legal implication if the date where all parties have signed is different from the date the deed was made?](https://info.lightyeardocs.com.au/supportcentre/signing-of-trust)
- [When we update/upgrade a discretionary trust deed does this require duty stamping?](https://info.lightyeardocs.com.au/supportcentre/discretionary-trust-upgrade)
- [If a client to set up trust doesn't want his wife to be an appointor, is it a poor asset protection strategy to have the risk person as the appointor/director and the asset person as the shareholder?](https://info.lightyeardocs.com.au/supportcentre/trust-set-up)
- [Do you have a document that converts a 7 year Div 7A loan into a secured 25 year loan?](https://info.lightyeardocs.com.au/supportcentre/division-7a-loan-agreement)
- [What to do if you do not yet have the details of the Property in a LRBA Bank Pack?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4407476037529-lrba-bank-pack-what-if-we-don-t-know-the-details-of-the-property-as-yet-what-do-we-do-)
- [Trust Deed Signing](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4404913612185-trust-deed-signing)
- [ATO View on Discretionary Trust Variations and Resettlement](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4404648625817-ato-view-on-discretionary-trust-variations-and-resettlement)
- [Spouse not Added as a Beneficiary in LM Trust or Family Protection Trust](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4404288933273-spouse-not-added-as-a-beneficiary-in-lm-trust-or-family-protection-trust)
- [Minutes or Deed When Establishing a Discretionary Trust](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4403037939097-minutes-or-deed-when-establishing-a-smsf-or-discretionary-trust)
- [SMSF Trustee Administrative Penalties](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4403029464345-smsf-trustee-administrative-penalties)
- [SMSF Trustee withholding tax rates for super lump sums](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4403029421721-smsf-trustee-withholding-tax-rates-for-super-lump-sums)
- [What is the Low Rate Cap for Superannuation Lump Sums and Commutations?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4403022924825-what-is-the-low-rate-cap-for-superannuation-lump-sums-and-commutations-)
- [Can a Deed be Signed and Witnessed Electronically? Each State Answered](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006259186-can-a-deed-be-signed-and-witnessed-electronically-each-state-answered)
- [The Ins and Outs of Testamentary Trusts](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006226206-the-ins-and-outs-of-testamentary-trusts)
- [The Advantages of a Family Protection Trust](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006212146-the-advantages-of-a-family-protection-trust)
- [Completing a Unit Trust - Number of Units and Costing](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006975063-completing-a-unit-trust-number-of-units-and-costing)
- [What is the Difference between a Standard Discretionary Trust and a Family Protection Trust?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005910946-what-is-the-difference-between-a-standard-discretionary-trust-and-a-family-protection-trust-)
- [What is the Process of Converting an Allocated Pension to an Accounts Based Pension?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005870666-what-is-the-process-of-converting-an-allocated-pension-to-an-accounts-based-pension-)
- [What are the Victorian Stamping Requirements for a Trust Deed](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006658623-what-are-the-victorian-stamping-requirements-for-a-trust-deed-)
- [Is there Stamp Duty on Transfer of Property from a SMSF - South Australia?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006446243-is-there-stamp-duty-on-transfer-of-property-from-a-smsf-south-australia)
- [When do you use a Member Directed Investment Strategy](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006333303-when-do-you-use-a-member-directed-investment-strategy-)
- [Do you need to identify the property in a bare trust under a limited recourse borrowing arrangment?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006298843-do-you-need-to-identify-the-property-in-a-bare-trust-under-a-limited-recourse-borrowing-arrangment-)
- [How to Consolidate Multiple Pensions](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005880563-how-to-consolidate-multiple-pensions)
- [When Does a Pension Commence and Cease - ATO Ruling TR 2013/5](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005595163-when-does-a-pension-commence-and-cease-ato-ruling-tr-2013-5)
- [Stamp Duty on Transfers of Property to an SMSF](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900004632646-stamp-duty-on-transfers-of-property-to-an-smsf)
- [Is a Change in Appointors, Trustees, Beneficiaries or Vesting Date for a Discretionary Trust a Resettlement?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900004620866-is-a-change-in-appointors-trustees-beneficiaries-or-vesting-date-for-a-discretionary-trust-a-resettlement-no-according-to-the-ato-)
- [What to do if we have a Lost Deed - SMSF, Discretionary Trust or Unit Trust](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002213301-what-to-do-if-we-have-a-lost-deed-smsf-discretionary-trust-or-unit-trust)
- [What is the Process for Changing from Individual SMSF Trustees to a Corporate Trustee?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005562063-what-is-the-process-for-changing-from-individual-smsf-trustees-to-a-corporate-trustee-)
- [Can an Unlicensed Accountant or Tax Agent Help a Client Establish a SMSF](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360063026473-can-an-unlicensed-accountant-or-tax-agent-help-a-client-establish-a-smsf)
- [Is Upgrading a Discretionary Trust a Resettlement?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002724762-is-upgrading-a-discretionary-trust-a-resettlement-)
- [Can a Unit Trust with SMSF Unitholders Lend to an Unrelated or Related Party?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002565561-can-a-unit-trust-with-smsf-unitholders-lend-to-an-unrelated-or-related-party-)
- [Can an Unlicensed Accountant Prepare an Investment Strategy?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360062841733-can-an-unlicensed-accountant-prepare-an-investment-strategy-)
- [Upgrade a Current SMSF to a Leading Member and Change of Trustee](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002332002-upgrade-a-current-smsf-to-a-leading-member-and-change-of-trustee)
- [What Happens at the End of the Borrowing Arrangement?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4403559184153-what-happens-at-the-end-of-the-borrowing-arrangement-)
- [I am an Accountant and Tax Agent with no Licence, can I Help Clients Establish a SMSF?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900007640543-i-am-an-accountant-and-tax-agent-with-no-licence-can-i-help-clients-establish-a-smsf-)
- [How to do a Contributions Reserve - Deed, Reserve Documents and Investment Strategy](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002591201-how-to-do-a-contributions-reserve-deed-reserve-documents-and-investment-strategy)
- [Does the Deed of Vesting Discretionary Trust document need to be stamped in Victoria?](https://info.lightyeardocs.com.au/supportcentre/does-the-deed-of-vesting-discretionary-trust-document-need-to-be-stamped-in-victoria)
- [Does LightYear Docs have a Dependency Declaration for Non-SMSF Super Funds?](https://info.lightyeardocs.com.au/supportcentre/does-lightyear-docs-have-a-dependency-declaration-for-non-smsf-super-funds)
- [What is the effect on being a primary beneficiary of one trust and also a trustee of another trust?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-effect-on-being-a-primary-beneficiary-of-one-trust-and-also-a-trustee-of-another-trust)
- [How do LightYear Docs discretionary trust deeds deal with the Owies v JJE Nominees Pty Ltd decision? Are they strong enough to ensure the trustee has absolute discretion?](https://info.lightyeardocs.com.au/supportcentre/explanation-on-how-the-lightyear-docs-discretionary-trust-deeds-deal-with-the-owies-v-jje-nominees-pty-ltd-decision-are-they-strong-enough-to-ensur-1667356653804)
- [Some points to think about regarding updating SMSF deeds](https://info.lightyeardocs.com.au/supportcentre/some-points-to-think-about-updating-deeds)
- [Can you put minors as the appointors and directors in case of emergency or incapacity?](https://info.lightyeardocs.com.au/supportcentre/can-you-put-a-minor-as-the-appointor-and-director-in-case-of-an-emergency-or-incapacity)
- [Steps to setting up a SMSF from scratch](https://info.lightyeardocs.com.au/supportcentre/setting-up-a-smsf-from-scratch)
- [Why is there no option to put the primary beneficiary names in the Leading Member Discretionary Trust, unlike the Discretionary Trust (Non-Foreign Person)?](https://info.lightyeardocs.com.au/supportcentre/why-we-dont-have-option-to-put-the-primary-beneficiary-names-in-the-lmdt-unlike-the-discretionary-trust-non-foreign-person)
- [How to resign the first Leading Member?](https://info.lightyeardocs.com.au/supportcentre/how-to-resign-a-leading-member)
- [In trust establishment documents, what should be the answer to the question, "The document is governed and construed by the laws of:"?](https://info.lightyeardocs.com.au/supportcentre/in-trust-documents-what-should-be-the-answer-to-the-question-the-document-is-governed-and-construed-by-the-laws-of)
- [How to remove the Successor Appointor of a Family Trust?](https://info.lightyeardocs.com.au/supportcentre/how-to-remove-the-successor-appointor-of-a-family-trust)
- [What is the difference between Family Protection Trust and Leading Member Discretionary Trust?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-difference-between-family-protection-trust-and-leading-member-discretionary-trust)
- [Can you appoint an Australian permanent resident, but not a citizen, to be a Leading Member of a Trust?](https://info.lightyeardocs.com.au/supportcentre/can-you-appoint-an-australian-permanent-resident-but-not-a-citizen-to-be-a-leading-member-of-a-trust)
- [If an SMSF is set up using the LightYear Docs deed, is a separate member application required?](https://info.lightyeardocs.com.au/supportcentre/if-an-smsf-is-set-up-using-the-lightyear-docs-deed-is-a-separate-member-application-required)
- [Is it possible for an overseas settlor, separate from the director or beneficiary, to create a trust?](https://info.lightyeardocs.com.au/supportcentre/is-it-possible-for-an-overseas-settlor-separate-from-the-director-or-beneficiary-to-create-a-trust)
- [If an SMSF was set up a couple of years ago using LightYear Docs, would there have had to be a separate member application?](https://info.lightyeardocs.com.au/supportcentre/if-an-smsf-was-set-up-a-couple-of-years-ago-using-lightyear-docs-would-there-have-had-to-be-a-separate-member-application)
- [What document should be used in removing the Successor Appointor?](https://info.lightyeardocs.com.au/supportcentre/what-document-should-be-used-in-removing-the-successor-appointor)
- [Does a SMSF Deed of Variation need witnesses to sign?](https://info.lightyeardocs.com.au/supportcentre/do-witnesses-on-smsf-deed-of-variation-need-to-sign)
- [Does a Victorian Non Fixed Unit Trust deed need to be stamped before splitting the share?](https://info.lightyeardocs.com.au/supportcentre/for-victorian-non-fixed-unit-trust-if-we-are-doing-a-share-split-does-the-trust-deed-need-to-be-stamped-before-we-do-this)
- [What should be the pension commencement date on our SMSF documents?](https://info.lightyeardocs.com.au/supportcentre/what-should-be-the-pension-commencement-date-on-our-smsf-documents)
- [I want to add a minor as a member of SMSF. What documents can I use from LYD?](https://info.lightyeardocs.com.au/supportcentre/i-want-to-add-a-minor-as-a-member-of-smsf.-what-documents-can-i-use-from-lyd)
- [Why an Appointor must be appointed?](https://info.lightyeardocs.com.au/supportcentre/why-an-appointor-is-needed)
- [What should you put in the 'Current Year ABP Income Payment' and 'Tax Free Component Proportion' of the Account Based Pension?](https://info.lightyeardocs.com.au/supportcentre/what-a)
- [Can you distribute to another trust so long as the beneficiary (not trustee) is also a beneficiary of the new trust?](https://info.lightyeardocs.com.au/supportcentre/can-you-distribute-to-another-trust-so-long-as-the-beneficiary-not-trustee-is-also-a-beneficiary-of-the-new-trust)
- [How many witnesses are required for SMSF Will?](https://info.lightyeardocs.com.au/supportcentre/are-two-witnesses-required-for-smsf-will)
- [What is the difference between FPT and LMDT?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-difference-between-fpt-and-lmdt)
- [In the Deed of Vesting Discretionary Trust, do all directors of the trustee company need to sign on behalf of the company?](https://info.lightyeardocs.com.au/supportcentre/in-the-deed-of-vesting-discretionary-trust)
- [Setting up a Trust with Corporate Trustee](https://info.lightyeardocs.com.au/supportcentre/setting-up-a-trust-with-corporate-trustee)
- [Does the SMSF trust deed allow for investments via crowd funding?](https://info.lightyeardocs.com.au/supportcentre/does-the-smsf-trust-deed-allow-for-investments-via-crowd-funding)
- [Is it possible to list a foreign address for a beneficiary in the Discretionary Trust (Individual and Corporate)?](https://info.lightyeardocs.com.au/supportcentre/is-it-possible-to-list-an-address-that-is-outside-australia-for-a-beneficiary-in-the-discretionary-trust-individual-and-corporate-document-thank-you)
- [Can a sole individual trustee be the same appointor and primary beneficiary?](https://info.lightyeardocs.com.au/supportcentre/can-a-sole-individual-trustee-be-the-appointor-and-primary-beneficiary)
- [Difference between SMSF and Trust](https://info.lightyeardocs.com.au/supportcentre/difference-between-smsf-and-trust)
- [If a SMSF has only one member, can it have 3 trustees (1 of those trustees being the member) the question is about whether at law 3 trustees are allowed?](https://info.lightyeardocs.com.au/supportcentre/if-a-smsf-has-only-one-member-can-it-have-3-trustees-1-of-those-trustees-being-the-member-the-question-is-about-whether-at-law-3-trustees-are-allowed)
- [Can the Member Appointment document be used for adding minor members to SMSF?](https://info.lightyeardocs.com.au/supportcentre/can-member-appointment-document-be-used-for-adding-minor-members-to-smsf)
- [Can Joint Successor Trustees and Appointors be added in a Discretionary Trust (Non-foreign person)?](https://info.lightyeardocs.com.au/supportcentre/can-joint-successor-trustees-and-appointors-be-added-in-a-discretionary-trust-non-foreign-person)
- [Is the SMSF Deed of Vesting to be done before the preparation of the financials for the year the SMSF is winding-up?](https://info.lightyeardocs.com.au/supportcentre/is-the-smsf-deed-of-vesting-to-be-done-before-the-preparation-of-the-financials-for-the-year-the-smsf-is-winding-up)
- [Does a governing state for a trustee company need to be the same as the governing state for the trust?](https://info.lightyeardocs.com.au/supportcentre/in-creating-a-commercial-lease-between-a-trustee-for-a-holding-trust-and-a-partnership)
- [Hi, what document would we use for an SMSF Deed Update (for an SMSF with a corporate trustee)? the Auditor has requested this as current deed is from 1998.](https://info.lightyeardocs.com.au/supportcentre/hi-what-document-would-we-use-for-an-smsf-deed-update-for-an-smsf-with-a-corporate-trustee-the-auditor-has-requested-this-as-current-deed-is-from-1998)
- [If a trust is legislated in South Australia but signed and executed in Victoria is the trust deed still required to be stamped?](https://info.lightyeardocs.com.au/supportcentre/if-a-trust-is-legislated-in-south-australia-but-signed-and-executed-in-victoria-is-the-trust-deed-still-required-to-be-stamped)
- [Who should be the owner of the property acquired under an LRBA arrangement in WA?](https://info.lightyeardocs.com.au/supportcentre/who-should-be-the-owner-of-the-property-acquired-under-an-lrba-arrangement-in-wa)
- [What type of client would do the Crypto Discretionary Trust Documents?](https://info.lightyeardocs.com.au/supportcentre/what-type-of-client-would-do-the-crypto-discretionary-trust-documents)
- [When to use the Fixed Unit Trust](https://info.lightyeardocs.com.au/supportcentre/when-to-use-the-fixed-unit-trust)
- [What document do I use for a Bare Trust Variation to show the new members?](https://info.lightyeardocs.com.au/supportcentre/what-document-do-i-use-for-a-bare-trust-variation-to-show-the-new-members)
- [What is the appropriate Trust to establish for a Victorian client wanting to purchase an investment property in WA through a Trust and what should be it's governing jurisdiction?](https://info.lightyeardocs.com.au/supportcentre/what-is-the-appropriate-trust-to-establish-for-a-victorian-client-wanting-to-purchase-an-investment-property-in-wa-through-a-trust-1)

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## Legal

- [In a Leading Member Discretionary Trust document, can we name specific beneficiaries?](https://info.lightyeardocs.com.au/supportcentre/in-a-leading-member-discretionary-trust-document-can-we-name-specific-beneficiaries)
- [The bank has requested a certified copy of the Will. How to provide it? Is it a matter of stamping each page and signing it or is there a simpler way?](https://info.lightyeardocs.com.au/supportcentre/the-bank-has-requested-a-certified-copy-of-the-will.-how-to-provide-it-is-it-a-matter-of-stamping-each-page-and-signing-it-or-is-there-a-simpler-way)
- [Do you have any document that can be used to change anything in a Unit Trust?](https://info.lightyeardocs.com.au/supportcentre/do-you-have-any-document-that-can-be-use-to-change-anything-in-a-unit-trust)
- [Addressing Naming Conventions for Married People](https://info.lightyeardocs.com.au/supportcentre/addressing-naming-conventions-for-married-people)
- [Are all of the documents available on LightYear Docs legally signed off? And if so, who is the lawyer or firm that provides this sign off?](https://info.lightyeardocs.com.au/supportcentre/are-all-of-the-documents-available-on-lightyear-docs-legally-signed-off-and-if-so-who-is-the-lawyer-or-firm-that-provides-this-sign-off)
- [Who are LY Legal Lawyers? Who is the Main Lawyer and What are His or Her Credentials?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021778653-who-are-tga-legal-who-is-the-main-lawyer-and-what-are-his-or-her-credentials-)
- [Digital Signatures](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360046824414-digital-signatures)
- [The Use of LightYear Docs by Accountants and Financial Planners](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360046375393-the-use-of-lightyear-docs-by-accountants-and-financial-planners)
- [Am I Providing Legal Advice using the LY Legal Lawyers Templates on the LightYear Docs Site?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002158601-am-i-providing-legal-advice-using-the-abbott-mourly-lawyers-templates-on-the-lightyear-docs-site-)
- [LY Legal Letter Sign Off](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005573203-abbott-mourly-legal-letter-sign-off)
- [Can you add two properties in one Protector, or must it be done for each property?](https://info.lightyeardocs.com.au/supportcentre/can-you-add-two-properties-in-one-protector-or-must-it-be-done-for-each-property)
- [Would a Protector work for a Non-Resident Holder of Australian property? What would the impact be on the Land Tax?](https://info.lightyeardocs.com.au/supportcentre/would-a-protector-work-for-a-non-resident-holder-of-australian-property)
- [A client owns shares in his company that owns a truck (company owned) and wants to leave it to a person. Can he do this via his will or will he have to leave the company shares to this person?](https://info.lightyeardocs.com.au/supportcentre/a-client-owns-shares-in-his-company-that-owns-a-truck-company-owned-wants-to-leave-it-to-a-person-can-he-do-this-via-his-will-or-will-he-have-to-le-1652221428723)
- [Can properties held in different family members names, all be used for the protector solution in the same LM trust?](https://info.lightyeardocs.com.au/supportcentre/can-properties-held-in-different-family-members-names-all-be-used-for-the-protector-solution-in-the-same-lm-trust)
- [What would happen if a successor director system is in place for a corporate trustee? Would this SMSF Will or the successor director take precedence?](https://info.lightyeardocs.com.au/supportcentre/does-the-member-want-to-appoint-the-executor-as-the-replacement-trustee-or-replacement-director)
- [The client purchased a property to live in without the accountant's notice. What document can be used?](https://info.lightyeardocs.com.au/supportcentre/deed-of-gift)
- [What is the issue with an overseas beneficiary if the Australian resident is living in WA with only one son who is a UK resident that will receive his entire state?](https://info.lightyeardocs.com.au/supportcentre/epoa-and-will)
- [When setting up a Protector, what documents should be selected?](https://info.lightyeardocs.com.au/supportcentre/setting-up-protector)
- [Landholder Duty Exemptions NSW for Deceased Estates](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900007685583-landholder-duty-exemptions-nsw-for-deceased-estates)
- [Land Taxes in Queensland - SRO Ruling](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006671443-land-taxes-in-queensland-sro-ruling)
- [What if we have a minor in a position that normally needs signing. What do we do?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006354363-what-if-we-have-a-minor-in-a-position-that-normally-needs-signing-what-do-we-do-)
- [Queensland Land Tax: Do you have a Foreign Trust Subject to a Land Tax Surcharge?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005389066-queensland-land-tax-do-you-have-a-foreign-trust-subject-to-a-land-tax-surcharge-)
- [Which is Better for Land Tax and CGT Concessions Where a Group Acquires Property in Victoria?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005559583-which-is-better-for-land-tax-and-cgt-concessions-where-a-group-acquires-property-in-victoria)
- [Can a Discretionary Trust gifts its Assets to a Protector Trust?](https://info.lightyeardocs.com.au/supportcentre/can-a-discretionary-trust-gift-its-assets-to-a-protector-trust)
- [Does LightYear Docs have an Asset Settlement document for someone who is going through a divorce?](https://info.lightyeardocs.com.au/supportcentre/does-lightyear-docs-have-an-asset-settlement-document-for-someone-who-is-going-through-a-divorce)
- [Is a witness required for the Successor Director Deed of Indemnity?](https://info.lightyeardocs.com.au/supportcentre/is-a-witness-required-for-the-successor-director-deed-of-indemnity)
- [When to go to LY Legal before setting up the documents?](https://info.lightyeardocs.com.au/supportcentre/when-to-go-to-abbott-and-mourly-before-setting-up-the-documents)
- [The Protector arrangement with the Gift and loan back of a primary place of residence - can this cause any issues with the main residence exemption from a capital gains tax point of view?](https://info.lightyeardocs.com.au/supportcentre/the-protector-arrangement-with-the-gift-and-loan-back-of-a-primary-place-of-residence-can-this-cause-any-issues-with-the-main-residence-exemption-f-1685324416634)

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## Troubleshooting

- [Troubleshooting Longer Assembly Times & Timeouts](https://info.lightyeardocs.com.au/supportcentre/troubleshooting-longer-assembly-times-timeouts)
- [Most Common Scenarios and Solutions for Company registration](https://info.lightyeardocs.com.au/supportcentre/most-common-scenarios-and-solutions-for-company-registration)

## Documents & Pricing

- [What is an RPA Strategy Pack?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021589254-what-is-an-rpa-strategy-pack-)
- [What do you mean when you speak about 'Robotic Processing Automation'?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021776153-what-do-you-mean-when-you-speak-about-robotic-processing-automation-)
- [I need a Document That I Cannot see Available on your Platform. What Should I do?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021778453-i-need-a-document-that-i-cannot-see-available-on-your-platform-what-should-i-do-)
- [How many documents are available to the LightYear Docs platform?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021778353-how-many-documents-are-available-to-the-lightyear-docs-platform-)
- [Can I get a Sample of each Document?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360033636194-can-i-get-a-sample-of-each-document-)
- [How Often are the Documents on the LightYear Docs Platform Reviewed?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021778393-how-often-are-the-documents-on-the-lightyear-docs-platform-reviewed-)
- [Witnessing Documents During COVID](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360052678454-witnessing-documents-during-covid)
- [Strategy Automation – not for Beginners or PAYG](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360051938593-strategy-automation-not-for-beginners-or-payg)
- [Whitelabelling Services (Logos on Documents)](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360039538993-whitelabelling-services-logos-on-documents-)
- [Full Price List](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021916454-full-price-list)
- [Electronic Signing of Documents - for Australia and States](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005727846-electronic-signing-of-documents-for-australia-and-states)
- [Where can we see a run down of the benefits of each structure?](https://info.lightyeardocs.com.au/supportcentre/where-can-we-see-a-run-down-of-the-benefits-of-each-structure)

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## Profile and Account Features

- [Profile Overview - LY Surge](https://info.lightyeardocs.com.au/supportcentre/profile-overview-ly-surge)
- [How to set up your LY Surge notification on your app?](https://info.lightyeardocs.com.au/supportcentre/how-to-set-up-your-ly-surge-notification)
- [How is my Data and my Clients Data Stored on the LightYear Docs Platform?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4407472519321-how-is-my-data-and-my-clients-data-stored-on-the-lightyear-docs-platform-)
- [Have you Received our Emails?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006302686-have-you-received-our-emails-)
- [How to Register on LightYear Docs](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021602593-how-to-register-on-lightyear-docs)
- [Profile Overview - Document Wizard](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360039790413-menu-options)
- [Where can I find my LightYear Documents?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360022119873-what-is-the-lightyear-vault-)
- [Best Practice for Utilising Shared Folders in the Document Wizard](https://info.lightyeardocs.com.au/supportcentre/best-practice-for-utilising-shared-folders-in-the-document-wizard)

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## About Us

- [LightYear Docs Testimonial from Accountant - Must Read](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900006264266-great-lightyear-docs-testimonial-from-accountant-must-read)
- [Who founded LightYear Docs?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021587354-who-founded-lightyear-docs-)
- [Who is LightYear Docs and How Did we Get Here?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021588674-when-was-lightyear-docs-established-)
- [Who is Grant Abbott?](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360021778273-who-is-grant-abbott-)

## Human Resources

- [Why is there a warning at the start of the HR Docs in relation to legal sign off](https://info.lightyeardocs.com.au/supportcentre/why-there-is-a-warning-at-the-start-of-hr-docs-in-relation-to-legal-sign-off)

- [API Integrations](https://info.lightyeardocs.com.au/supportcentre/api-integrations#main-content)

    - [Simple Fund 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations#simple-fund-360)
    - [BGL CAS 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations#bgl-cas-360)
    - [Xero Practice Manager](https://info.lightyeardocs.com.au/supportcentre/api-integrations#xero-practice-manager)
    - [FuseSign](https://info.lightyeardocs.com.au/supportcentre/api-integrations#fusesign)
- [How to Videos](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#main-content)

    - [Platform Training Videos](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#platform-training-videos)
    - [Current Business & Commercial Agreements Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-business-commercial-agreements-documents)
    - [Current Estate Planning Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-estate-planning-documents)
    - [Current Company Establishment Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-company-establishment-documents)
    - [Current Company Variation, Upgrades and Admins Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-company-variation-upgrades-and-admins-documents)
    - [Current SMSF Borrowing Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-smsf-borrowing-documents)
    - [Current SMSF Establish, Maintain and Upgrade](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-smsf-establish-maintain-and-upgrade)
    - [Current SMSF Income Streams Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-smsf-income-streams-documents)
    - [Current Strategists Only Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-strategists-only-documents)
    - [Current Trust Establishment Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-trust-establishment-documents)
    - [Current Trusts Maintenance Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-trusts-maintenance-documents)
    - [Current Human Resources Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-human-resources-documents)
- [Webinar & Training Replays](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#main-content)

    - [LightYear Partner Solutions Showcase](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#lightyear-partner-solutions-showcase)
    - [Thursday Strategy Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#thursday-strategy-webinars)
    - [Training and Workshop Sessions - Advanced Learning](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#training-and-workshop-sessions-advanced-learning)
    - [Wednesday Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#wednesday-webinars)
    - [LightYear Docs - Platform Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#lightyear-docs-platform-webinars)
    - [Work Smarter Series](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#work-smarter-series)
    - [LYD Strategy Solution](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#lyd-strategy-solution)
    - [Abbott & Mourly Legal](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#abbott-mourly-legal)
- [Strategy & Solutions](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#main-content)

    - [Building and Running a Growth Business](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#building-and-running-a-growth-business)
    - [Discretionary Trusts and other Trusts](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#discretionary-trusts-and-other-trusts)
    - [Tax Strategies - Must Do](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#tax-strategies-must-do)
    - [Superannuation and SMSFs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#superannuation-and-smsfs)
    - [Grant's Blogs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#grants-blogs)
- [Legal & Technical Queries](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#main-content)

    - [Estate Planning](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#estate-planning)
    - [Companies](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#companies)
    - [Business & Commercial Agreements](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#business-commercial-agreements)
    - [Leading Member SMSF](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#leading-member-smsf)
    - [SMSF & Trusts](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#smsf-trusts)
    - [Legal](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#legal)
    - [Troubleshooting](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#troubleshooting)
    - [Documents & Pricing](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#documents-pricing)
    - [Profile and Account Features](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#profile-and-account-features)
    - [About Us](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#about-us)
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