March 2024 Updates

DOCUMENT UPDATES

01/03/2024 Equipment Hire Agreement - Added option to include GST in Rental amount and Security Deposit.
01/03/2024 Family Protection Trustee Company - Fixed Signers signature dot bar consistency in the template.
01/03/2024 Company Establishment Documents - Fixed Signers signature dot bar consistency in the template.
01/03/2024 Company Upgrade Documents - Fixed Signers signature dot bar consistency in the template.
05/03/2024 LYD Standard Company - Fixed issue on Director's consent.
06/03/2024 The LYD Will and EPOA
- Updated the interview captions for the general document selection for the Principal and Spouse.
- Fixed some interview header bug on spouse templates.
- (Updated the Enduring Power Of Attorney (QLD - Long Form) Standard and Spouse.)
- Corrected some error document formatting.
- Added 4th, 5th and 6th Additional Succeeding Personal Attorney(s)
- Added 4th, 5th and 6th Additional Succeeding Financial Attorney(s)
(Updated the Enduring Power Of Attorney (VIC - Short Form) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (ACT) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (NT) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (NSW) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (SA) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (TAS) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (WA) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
06/03/2024 The Moat and Castle
- Updated the interview captions for the general document selection for the Principal and Spouse.
- Fixed some interview header bug on spouse templates.
(Updated the Enduring Power Of Attorney (QLD - Long Form) Standard and Spouse.)
- Corrected some error document formatting.
- Added 4th, 5th and 6th Additional Succeeding Personal Attorney(s)
- Added 4th, 5th and 6th Additional Succeeding Financial Attorney(s)
(Updated the Enduring Power Of Attorney (VIC - Short Form) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (ACT) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (NT) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (NSW) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (SA) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (TAS) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
(Updated the Enduring Power Of Attorney (WA) Standard and Spouse.)
- Added 4th, 5th and 6th Additional Succeeding/Substitute Attorney(s)
- Corrected some error document formatting.
11/03/2024 Company Establishment Documents - Change maximum character ruling from 60 to 80 for the foreign address.
12/03/2024 SMSF Investment Strategy Fund - Removed 'Appendix A' in the document template.
13/03/2024 Power of Attorney - Tax Affairs - Fixed Typographical spacing error Limitations when company is selected as the entity.
14/03/2024 Discretionary Trust Changes - Added clause for excluded beneficiary.
15/03/2024 SMSF Deed of Variation - Various text changes in the document.
15/03/2024 Discretionary Trust Changes - Various changes in the provision.
15/03/2024 Company Upgrade Documents
- Added First Name, Middle Name, And Last Name field in Individual Shareholder/Member present.
- Added Company Name in field in Shareholder/Member present.
- Added Address info for both Shareholder fields that is present.
18/03/2024 The LYD Will and EPOA - Added age of limit for capital distribution.
18/03/2024 The LYD Will - Added age of limit for capital distribution.
18/03/2024 The Moat and Castle - Added age of limit for capital distribution.
18/03/2024 - Family Protection Trust (Individual and Corporate)
- Changed the description of Clause 7.2.
- The Family Protection Appointor may, during their lifetime, by way of a deed:
a) appoint any such other Person to act as a joint FPA;
b) nominate any such other Person to act as a successor FPA; or
c) alter the succession order of the successor FPA, as delineated in the definition of Family Protection Appointor in clause 1.
18/03/2024 - Upgrade of Discretionary Trust to a Family Protection Trust
- Changed the description of Clause 7.2.
- The Family Protection Appointor may, during their lifetime, by way of a deed:
a) appoint any such other Person to act as a joint FPA;
b) nominate any such other Person to act as a successor FPA; or
c) alter the succession order of the successor FPA, as delineated in the definition of Family Protection Appointor in clause 1.
18/03/2024 - Family Protection Trust (Non-foreign persons)
- Changed the description of Clause 7.2.
- The Family Protection Appointor may, during their lifetime, by way of a deed:
a) appoint any such other Person to act as a joint FPA;
b) nominate any such other Person to act as a successor FPA; or
c) alter the succession order of the successor FPA, as delineated in the definition of Family Protection Appointor in clause 1.
18/03/2024 - Upgrade of Discretionary Trust to a Family Protection Trust (Non-foreign person)
- Changed the description of Clause 7.2.
- The Family Protection Appointor may, during their lifetime, by way of a deed:
a) appoint any such other Person to act as a joint FPA;
b) nominate any such other Person to act as a successor FPA; or
c) alter the succession order of the successor FPA, as delineated in the definition of Family Protection Appointor in clause 1.
19/03/2024 SMSF Deed of Variation - Justify recital and provision section.
19/03/2024 The Successor Director Solution - Single Company plus upgrade
- Added First Name, Middle Name, And Last Name field in Individual Shareholder/Member present.
- Added Company Name in field in Shareholder/Member present.
- Added Address info for both Shareholder fields that is present."
19/03/2024 The Successor Director Solution - Multi Company plus upgrade
- Added First Name, Middle Name, And Last Name field in Individual Shareholder/Member present.
- Added Company Name in field in Shareholder/Member present.
- Added Address info for both Shareholder fields that is present."
19/03/2024 Leading Member SMSF Special Purpose Corporate Trustee - Added Superannuation Declaration Letter
19/03/2024 SMSF Special Purpose Corporate Trustee with SMSF Establishment - Added Superannuation Declaration Letter
19/03/2024 Company Constitution Variation to Leading Member SMSF Corporate Trustee - Added Superannuation Declaration Letter
19/03/2024 Company Constitution Variation to LightYear Docs SMSF Special Purpose Company - Added Superannuation Declaration Letter