2023 Releases
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      3. 2023 Releases

      March 2023 Updates

      Document Updates 

      • 01/03/2023 Trust Establishment documents - Updated clause 14.1.b to 80 years from the date of establishment of the Trust unless a State law allows otherwise including South Australia
      • 01/03/2023 DT Upgrade documents - Modified clause 14. b), The phrase "of this deed" is changed to "of the Trust's establishment."
      • 06/03/2023 Change of Trustee for Discretionary Trust & Discretionary Trust Changes - Added question if the Trust have an Appointor or Principal
      • 07/03/2023 Non-fixed Unit Trust - (individual & corporate), SIS Reg 13.22C Related Unit Trust & Superannuation Unrelated Investment Trust (SUIT) - Changed clause 22.1.c to 'the 80th anniversary of this deed unless the rule of perpetuities does not apply to the trust'
      • 10/03/2023 SMSF Special Purpose Corporate Trustee - Allowed Shareholder to add joint shareholder
      • 13/03/2023 Advance Care Directive (NSW) - Fixed bug and messy formatting
      • 13/03/2023 SMSF Establishment - Added 'Appointment of Member' document
      • 13/03/2023 The Successor Director Solution - Multi Company plus upgrade Constitution - Added "In the event of a tie who will have the final vote?" in the interview if they created more than 1 Successor Director, also in every succeeding successors
      • 14/03/2023 Company variation documents - Set document date to today, put the company name after the Binding meeting text and other.
      • 16/03/2023 Company establishment documents - Added tie vote for Successor director
      • 16/03/2023 Advance Care Directive - TAS - Updated to the new version
      • 17/03/2023 SMSF Will & The Moat and Castle - Both the "LYD Will and Testament & LYD Will and Testamentary Trust" and its spouse version should now include the new question "Is this Will in contemplation of marriage or a formal defacto relationship," as well as an additional "Legal Note."
      • 22/03/2023 Account Based Pension Current Year Pension Payment, ABP & TRIS Current Year Income Payment - Added 2023/2024 financial year
      • 23/03/2023 LRBA documents - Added lawyer's signature
      • 23/03/2023 SMSF Establishment - Added the TFN and Legal Representative in the Initial Member and remove them from the meeting tab, Added lawyer's signature
      • 23/03/2023 LM SMSF Establishment - Added lawyer's signature
      • 23/03/2023 - Added "Legal Note" to all documents that have a "witnessed signer."
      • 28/03/2023 Enduring Power of Attorney - Changed signatories in successor director only the director with succeeding director to sign and the succeeding director
      • 29/03/2023 SMSF Establishment - Removed the Appointment of Member Resolution and Add the Notification of Application of Membership of Trustee/Director of a Corporate Trustee - for each Initial Member of the Fund
      • 29/03/2023 LM SMSF Establishment - Changed Index, Add ATO Trustee Declaration for each Trustee/each director of Corporate trustee and Add the Notification of Application of Membership of Trustee/Director of a Corporate Trustee - for each Initial Member of the Fund

      API Releases

      • 31/03/2023 XPM sync function was improved. The time for sync job execution was increased.

      New Document Releases

      • 13/03/2023 - All Purposes Indemnity Deed
      • 27/03/2023 - Notification of Death of Member
      • 27/03/2023 - Company Constitution Variation to LightYear Docs FPT Company