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Document Updates
- 01/10/2022 All Documents - Q3 reviews completed on all documents including minor detail editing and revision of formatting to ensure optimal presentation and functionality.
- 06/10/2022 Wills - removed Executors signing requirements in all Wills. Minor clause changes made to keep in line with current legislation. Minor formatting changes. Clause 7.1 a) iii) changed to be optional.
- 07/10/2022 Leading Member SMSF Deed - letter of advice updated to reflect current year rates.
- 07/10/2022 Related Party LRBA's - ATO letter of advice updated to reflect current year rates. Minor interview formatting changes, including changes to fixed term interest.
- 12/10/2022 SMSF Investment Strategies - recently updated to include cryptocurrency as an asset class/investment option.
- 12/10/2022 Loan Agreements - Clause B removed under 'Background' to keep in line with current legislation.
- 17/10/2022 SMSF Special Purpose Corporate Trustee Company - Minor constitution clause changes made to keep line with current legislation.
- 20/10/2022 QLD EPOAs (Long & Short Form) - performance reviewed, output bugs fixed.
- 20/10/2022 The Moat & Castle - performance reviewed, output bugs fixed.
Platform Updates
- 24/10/2022 Document Wizard - Addition of manager roles under My Company added. Account owners can now set the roles for other team members to "Managers". Team members who have been assigned a new role must log out and log in again for new role to apply.