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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 Refinancing of a LRBA Borrowing on LYD

Email Copy for Member Directed Investment Strategy

Client Discretionary Trust Upgrade - Email Swipe

Pre-Payment of Contributions Strategy - Client Email Swipe

Successor Director Sales Email for Clients

Email Copy: Investment Strategy Email for all SMSF Trustees

EMAIL Copy: Wills and Enduring Powers of Attorney with Data Capture

Email: The Protector Letter for use with your clients

Email for clients with SMSF Will and Superannuation Testamentary Trust

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The Protector Toolkit

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

Client Letters and Recommendations

Letter of Advice for Trust Resolutions and Testamentary Trusts

Investment Strategy review and recommendation letter - post ATO blitz

SMSF Investment Strategy - Trustee Questionnaire

Why a Special Purpose Corporate Trustee Newsletter

SMSF Investment Strategy Upgrade Letter

Client Deed Upgrade Letter - Download

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Estate Planning Toolkit

How to Build an Efficient Super Estate Plan and the Meaning of Dependancy

Enduring Power of Attorney (EPOA) only Data Capture and Letter

Is using LightYear Docs giving legal advice? Abbott & Mourly Lawyers Answer

Working with Abbott & Mourly on a Fee Split for a client Comprehensive Estate Plan

Client Data Capture for Enduring Power of Attorney, Will and SMSF Will

The Guide to Succession, Asset Protection and Estate Planning

CLIENT ENDURING POWER OF ATTORNEY AND WILL LETTER WITH DATA CAPTURE

SMSF Will Client Fact Find

Guide to Testamentary Trust and Data Capture

SMSF ENDURING POWER OF ATTORNEY AND INDEMNITY LETTER

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Leading Member Advice Toolkit

High Income Strategy Case Study

Leading Member Discretionary Trust - All you need to know

SMSF Leading Member Case Study

Strategy Text for Leading Member Advice

Leading Member Data Capture

Client Engagement Letter

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SAPEPAA Toolkit

SAPEPAA Accreditation Course schedule

Forms

Data Capture Form: Shareholders Agreement

Data Capture Form: Trust Variation Upgrade

Data Capture Form: Standard Will

Data Capture Form: Standard SMSF Establishment

Data Capture Form: Standard Discretionary Trust

Data Capture Form: SMSF Variation

Data Capture Form: HR Documents

Data Capture Form: Company Variation Upgrade

Data Capture Form: Standard Company

ASIC Consent Forms

Data Capture Form: Bare Trust

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eBook Releases

The ATO guide to super contributions

The Guide to SMSF Trust Deeds and Strategies