2024 Releases

October 2024 Updates

DOCUMENT UPDATES

  • 03/10/2024 Discretionary Trust Establishment documents - Added instruction to question ‘Are any of the primary beneficiaries a trustee of another trust?’ instruction is ‘This is to list the trust as a primary beneficiary of the trust being created - please choose "YES" if you would like the existing trust to be a named beneficiary and "NO" if not.’
  • 03/10/2024 Company Establishment documents - Remove signer code for successor director and indemnity deed
  • 11/10/2024 Company Establishment documents - Added code signers
  • 15/10/2024 SMSF Will - Capitalized the word "Will" in the Clause 4.1 under the Death Benefits from the Fund. Fixed Interview Captions for data elements of Member and Beneficiaries. (Main and Spouse).
  • 15/10/2024 Discretionary Trust Establishment documents - Fixed  Definition and Schedule 1.
  • 16/10/2024 The Moat - Capitalized the word "Will" in the Clause 4.1 under the Death Benefits from the Fund. Fixed Interview Captions for data elements of Member and Beneficiaries. (Main and Spouse).
  • 16/10/2024 Company Establishment documents - In country options, changed Kyrgyz Republic (Kyrgyzstan) to Kyrgyzstan
  • 21/10/2024 Successor Director documents - Made sure that all upgrades are updated as the individual templates
  • 22/10/2024 Upgrade of Discretionary Trust to a Non-Foreign Person Discretionary Trust - Fixed "remainingIncome" should have a space between them, and remove an extra space before the words.
  • 24/10/2024 Deed of Vesting (Discretionary Trust) & Deed of Vesting (Unit Trust)
     -
    In the letter of advice, changed ‘will be distributed to the unitholder…’ to ‘will be distributed to the beneficiaries’.

INTEGRATION UPDATES

  • 14 October 2024 - Completed the integration of FuseSign to Company documents. Company documents are now available for digital signing.