--- title: Resources Section | Success Hub description: Here you will find email & letters of advice templates and data captures to make your life a hell of a lot easier. --- [Skip to content](https://info.lightyeardocs.com.au/supportcentre/resources-section#main-content) English Show submenu for translations [![Asset 46@4x](https://info.lightyeardocs.com.au/hs-fs/hubfs/Asset%2046@4x.png?width=273&height=50&name=Asset%2046@4x.png)](https://www.lightyeardocs.com.au/) Open main navigation Close main navigation - English Show submenu for translations Your Gateway to Growth and Achievement! - There are no suggestions because the search field is empty. 1. [Success Hub](https://info.lightyeardocs.com.au/supportcentre) 2. [Resources Section](https://info.lightyeardocs.com.au/supportcentre/resources-section) # Resources Section Here you will find email & letters of advice templates and data captures to make your life a hell of a lot easier. ## Grant's Email Copy all done for you - [Email Copy for Member Directed Investment Strategy](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4406336035353-email-copy-for-member-directed-investment-strategy) - [Client Discretionary Trust Upgrade - Email Swipe](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4402038110873-client-discretionary-trust-upgrade-email-swipe) - [Pre-Payment of Contributions Strategy - Client Email Swipe](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900007323843-pre-payment-of-contributions-strategy-client-email-swipe) - [Successor Director Sales Email for Clients](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/900005714346-successor-director-sales-email-for-clients) - [Email Copy: Investment Strategy Email for all SMSF Trustees](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360061011514-email-copy-investment-strategy-email-for-all-smsf-trustees) - [EMAIL Copy: Wills and Enduring Powers of Attorney with Data Capture](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360057531813-email-copy-wills-and-enduring-powers-of-attorney-with-data-capture) - [Email: The Protector Letter for use with your clients](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360058088273-email-the-protector-letter-for-use-with-your-clients) - [Email for clients with SMSF Will and Superannuation Testamentary Trust](https://info.lightyeardocs.com.au/supportcentre/email-for-clients-with) - [Email Copy for Refinancing of a LRBA Borrowing on LYD](https://info.lightyeardocs.com.au/supportcentre/sample-email-for-refinancing-of-a-lrba-borrowing) See less ▼ ## The Protector Toolkit - [SAMPLE ASSET PROTECTION “THE PROTECTOR” LETTER](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360042736954-sample-asset-protection-the-protector-letter) ## Real Estate and Lending Letters and Data Capture - [Rental Reduction Letter for Commercial Leases under mandatory COVID19 Code of Conduct](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360047302793-rental-reduction-letter-for-commercial-leases-under-mandatory-covid19-code-of-conduct) ## Client Letters and Recommendations - [Client Deed Upgrade Letter - Download](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360024532993-client-deed-upgrade-letter-download) - [SMSF Investment Strategy Upgrade Letter](https://info.lightyeardocs.com.au/supportcentre/smsf-investment-strategy-upgrade-letter) - [Why a Special Purpose Corporate Trustee Newsletter](https://info.lightyeardocs.com.au/supportcentre/why-a-special-purpose-corporate-trustee-newsletter) - [SMSF Investment Strategy - Trustee Questionnaire](https://info.lightyeardocs.com.au/supportcentre/smsf-investment-strategy-trustee-questionnaire) - [Investment Strategy review and recommendation letter - post ATO blitz](https://info.lightyeardocs.com.au/supportcentre/investment-strategy-review-and-recommendation-letter-post-ato-blitz) - [Letter of Advice for Trust Resolutions and Testamentary Trusts](https://info.lightyeardocs.com.au/supportcentre/letter-of-advice-for-trust-resolutions) See less ▼ ## Estate Planning Toolkit - [Enduring Power of Attorney (EPOA) only Data Capture and Letter](https://info.lightyeardocs.com.au/supportcentre/epoa-only-data-capture-and-letter) - [Is using LightYear Docs giving legal advice? LY Legal Lawyers Answer](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/1500002638861-is-using-lightyear-docs-giving-legal-advice-abbott-mourly-lawyers-answer) - [Client Data Capture for Enduring Power of Attorney, Will and SMSF Will](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360059294073-client-data-capture-for-enduring-power-of-attorney-will-and-smsf-will) - [The Guide to Succession, Asset Protection and Estate Planning](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360045930814-the-guide-to-succession-asset-protection-and-estate-planning) - [CLIENT ENDURING POWER OF ATTORNEY AND WILL LETTER WITH DATA CAPTURE](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360045236933-client-enduring-power-of-attorney-and-will-letter-with-data-capture) - [SMSF Will Client Fact Find](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360039226933-smsf-will-client-fact-find) - [Guide to Testamentary Trust and Data Capture](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/4404860284569-guide-to-testamentary-trust-and-data-capture) - [SMSF ENDURING POWER OF ATTORNEY AND INDEMNITY LETTER](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360042541454-smsf-enduring-power-of-attorney-and-indemnity-letter) - [How to Build an Efficient Super Estate Plan and the Meaning of Dependancy](https://info.lightyeardocs.com.au/supportcentre/how-to-build-an-efficient-super-estate-plan-and-the-meaning-of-dependancy) See less ▼ ## Leading Member Advice Toolkit - [Leading Member Discretionary Trust - All you need to know](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360049218073-leading-member-discretionary-trust-all-you-need-to-know) - [SMSF Leading Member Case Study](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360036885314-smsf-leading-member-case-study) - [Strategy Text for Leading Member Advice](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360022292594-strategy-text-for-leading-member-advice) - [Leading Member Data Capture](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360022476273-leading-member-data-capture) - [Client Engagement Letter](https://info.lightyeardocs.com.au/supportcentre/hc/en-us/articles/360022475833-client-engagement-letter) - [High Income Strategy Case Study](https://info.lightyeardocs.com.au/supportcentre/high-income-strategy-case-study) See less ▼ ## Forms - [Data Capture: LYD Bare Trust](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-bare-trust) - [ASIC Consent Forms](https://info.lightyeardocs.com.au/supportcentre/asic-consent-forms) - [Data Capture: LYD Buy/Sell Options Agreement](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-buy-sell-options-agreement) - [Data Capture: LYD Commercial Lease Agreement](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-commercial-lease-agreement) - [Data Capture: LYD Company Incorporation](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-company-incorporation) - [Data Capture: LYD Company Variation Upgrade](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-company-variation-upgrade) - [Data Capture: LYD Discretionary Trust Deed](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-discretionary-trust) - [Data Capture: LYD Family Protection Trust Deed](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-family-protection-trust-deed) - [Data Capture: LYD HR Document](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-hr-document) - [Data Capture: LYD Related Party LRBA](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-related-party-lrba) - [Data Capture: LYD Shareholders Agreement](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-shareholders-agreement) - [Data Capture: LYD SMSF Establishment Deed](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-smsf-establishment-deed) - [Data Capture: LYD SMSF Variation Deed](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-smsf-variation-deed) - [Data Capture: LYD The Enforcer](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-the-enforcer) - [Data Capture: LYD The Protector](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-the-protector) - [Data Capture: LYD Trust Variation Upgrade](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-trust-variation) - [Data Capture: LYD Unit Trust Deed](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-unit-trust) - [Data Capture: LYD Wills & EPOA (LYD Will & SMSF Will)](https://info.lightyeardocs.com.au/supportcentre/data-capture-lyd-wills-epoa-lyd-will-smsf-will) See less ▼ ## eBook Releases - [LYD Onboarding Slide](https://info.lightyeardocs.com.au/supportcentre/lyd-onboarding-slide) - [The Guide to SMSF Trust Deeds and Strategies](https://info.lightyeardocs.com.au/supportcentre/the-guide-to-smsf-trust-deeds-and-strategies) - [The ATO guide to super contributions](https://info.lightyeardocs.com.au/supportcentre/the-ato-guide-to-super-contributions) - [API Integrations](https://info.lightyeardocs.com.au/supportcentre/api-integrations#main-content) - 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[Current Company Variation, Upgrades and Admins Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-company-variation-upgrades-and-admins-documents) - [Current SMSF Borrowing Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-smsf-borrowing-documents) - [Current SMSF Establish, Maintain and Upgrade](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-smsf-establish-maintain-and-upgrade) - [Current SMSF Income Streams Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-smsf-income-streams-documents) - [Current Strategists Only Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-strategists-only-documents) - [Current Trust Establishment Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-trust-establishment-documents) - [Current Trusts Maintenance Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos#current-trusts-maintenance-documents) - 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[LYD Strategy Solution](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#lyd-strategy-solution) - [Abbott & Mourly Legal](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays#abbott-mourly-legal) - [Strategy & Solutions](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#main-content) - [Building and Running a Growth Business](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#building-and-running-a-growth-business) - [Discretionary Trusts and other Trusts](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#discretionary-trusts-and-other-trusts) - [Tax Strategies - Must Do](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#tax-strategies-must-do) - [Superannuation and SMSFs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#superannuation-and-smsfs) - [Grant's Blogs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions#grants-blogs) - [Legal & Technical Queries](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#main-content) - 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[About Us](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#about-us) - [Human Resources](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries#human-resources) - [Resources Section](https://info.lightyeardocs.com.au/supportcentre/resources-section#main-content) - [Grant's Email Copy all done for you](https://info.lightyeardocs.com.au/supportcentre/resources-section#grants-email-copy-all-done-for-you) - [The Protector Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section#the-protector-toolkit) - [Real Estate and Lending Letters and Data Capture](https://info.lightyeardocs.com.au/supportcentre/resources-section#real-estate-and-lending-letters-and-data-capture) - [Client Letters and Recommendations](https://info.lightyeardocs.com.au/supportcentre/resources-section#client-letters-and-recommendations) - [Estate Planning Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section#estate-planning-toolkit) - [Leading Member Advice Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section#leading-member-advice-toolkit) - 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