2023 Releases
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      3. 2023 Releases

      May 2023 Updates

      Document Updates

      • 05/05/2023 Added likeness option in the Will on following documents:
        • The LYD Will and EPOA
        • The LYD Will
        • The Moat and Castle
      • 05/05/2023 Trust documents - Changed Primary Beneficiaries to beneficiary in clause 4.1 and 5.2(a)
      • 08/05/2023 LRBA Holding Trust Pack Bank and Non-Bank - Added option for fixed and variable interest rate in Asset tab
      • 08/05/2023 Non-fixed Unit Trust - (individual & corporate) - Fixed spelling error 'l7aw' in clause 21.2 
      • 09/05/2023 Equipment And Motor Vehicle Finance Lease Agreement - When Lessor is going to pay for the upkeep added 'The Lessor has agreed to pay insurance premiums, parts and any other reasonable costs relating to the Lease.' in clause 7.2, 'These parts are to be invoice to the Lessor and paid accordingly.' in 10.4 and 'The Lessor has agreed to pay any insurance premiums on any insurance policies dealing with the leased equipment.' in 11.2
      • 10/05/2023 Company Establishment documents - Fixed page numbering issue in page number in Indemnity Deed
      • 10/05/2023 The LYD Will and EPOA & The Moat and Castle - Fixed spacing and page number issue in EPOA - QLD. Fixed spacing issue in Successor Director and Indemnity deed
      • 15/05/2023 The LYD Will and EPOA & The Moat and Castle - Removed bloodline in Clause 5 and removed question for the chairperson on Successor director replace with option that can select from the entry in the director
      • 15/05/2023 The LYD Will - Removed bloodline in Clause 5 
      • 17/05/2023 Part Time Work Agreement - Fix issue 'Document Assembly FailedDocument Assembly Error - Data element "Work_Schedule" is defined to be in a horizontal group with data element "Work_Hours" and also in tab "General" but data element "Work_Hours" is defined in tab "EmploymentInformation". Data elements in one group cannot belong in two different tabs!.'
      • 17/05/2023 Related Party LRBA (Property) - Fixed formatting issue in the whole document
      • 17/05/2023 Discretionary Trust Distribution Minutes (Discretionary Trust Distribution Resolution inside doc) - There is no Chair in circulating minutes so the templates is amended to remove the chair
      • 18/05/2023 Related Party LRBA - Removed Mortgage attachment at the end of the template
      • 22/05/2023 The LYD Will, The LYD Will and EPOA & The Moat and Castle - Added directors name in cover for Successor Director
      • 23/05/2023 LYD Standard Company - Fixed Gender and Successor Director condition
      • 23/05/2023 Transition to Retirement Income Stream (TRIS) - Fixed computation to be the same as the ABP and TRIS Current Year Income Payment
      • 24/05/2023 The Successor Director Solution – Single Company plus upgrade - Fixed spacing and formatting issue on signature part
      • 24/05/2023 SMSF Will - In signature, made Acknowledge to Acknowledged
      • 24/05/2023 The LYD Will and EPOA - In Will's document added new option in the beneficiary for when there is no bloodline beneficiary
      • 24/05/2023 The LYD Will - Added new option in the beneficiary for when there is no bloodline beneficiary
      • 24/05/2023 The Moat and Castle - In Will's document added new option in the beneficiary for when there is no bloodline beneficiary and added the jurisdiction state in clause 1.2(d) and added termination notice in clause 9.1
      • 25/05/2023 Company Establishment documents and Estate Planning documents - Changed wording for Purpose of Meeting and Directors Resolution (Successor Director Resolution)
      • 25/05/2023 Discretionary Trust Establishments and Upgrade documents - Added option to add the spouse of primary beneficiary as beneficiary
      • 26/05/2023 SMSF Deed of Variation - Fixed number formatting issue in clause 2.11

      Platform Updates

      • 01/05/2023 Launch of Abbott & Mourly Legal Support chat - As part of the Strategist membership, members are eligible for direct legal support from the team at AM. Grant and his team are included in the chat to support  with any specific document related questions, legal queries, strategy concerns or anything else needed from them.