September 2024 Updates

DOCUMENT UPDATES

• 02/09/2024 Company documents - Added space before date in Consenting Director/Secretary
• 02/09/2024 Deed of Vesting (Unit Trust) - Updated text for Wind up and Vesting of the Trust in Minutes
• 03/09/2024 Changes to Discretionary Trust Positions and Name - Added A Trust option in Changing Party
• 03/09/2024 - Removed Electronic Witnessing in EPOA NSW on following documents:
  • Enduring Power of Attorney
  • The LYD Will and EPOA
  • The Moat and Castle
  • Leading Member SMSF Establishment with EPOA
    
• 04/09/2024 Div7A Loan Agreement documents - Added interest rate for 2024-2025 income year.
  
• 04/09/2024 Equipment And Motor Vehicle Finance Lease Agreement - Lessened space between logo and the title in cover page to fit title in one page
  
• 06/09/2024 Company documents & The Successor Director Solution documents - In Successor Director, changed pass away to have passed away/has passed away
  
• 06/09/2024 Shareholders Agreement - Conditioned Management of the Business with the correct data element in index
  
• 06/09/2024 LYD Will, LYD Will & EPOA, and The Moat - In Will, fixed formatting issue for excluding beneficiary
  
• 12/09/2024 Upgrade of Discretionary Trust to a Non-Foreign Person Discretionary Trust - Fixed footer issue in cover page
  
• 12/09/2024 Discretionary Trust Distribution Minutes - Fixed spelling error
  
• 16/09/2024 All documents - Checked for Abbott & Mourly, AM Legal, abbottmourly.com.au or AM and changed to LY Legal.
  
• 17/09/2024 LYD Will, LYD Will & EPOA, and The Moat - Fixed logo issue in Will and Testament document
  
• 18/09/2024 Removed Letter of Advice for changing Trustee on following documents:
  
  • Hybrid Trust Deed
  • Non-fixed Unit Trust - (individual & corporate)
  • SIS Reg 13.22C Related Unit Trust
  • Superannuation Unrelated Investment Trust (SUIT)
• 19/09/2024 The Successor Director Solution documents - Updated the LMDT part on the document
• 19/09/2024 Deed of Vesting documents - Fixed issue on letter of advice
  
• 25/09/2024 - Minor changes in Successor Director and Indemnity template (example: capitalization, and singular/plural form of word Director) on following documents:
  
  • The Successor Director Solution – Single Company plus upgrade
  • The Successor Director Solution – Multiple Company plus upgrade
  • Family Protection Trustee Company
  • Leading Member Discretionary Trustee Company
  • Leading Member SMSF Special Purpose Corporate Trustee
  • SMSF Special Purpose Corporate Trustee with SMSF Establishment
  • SMSF Special Purpose Corporate Trustee
  • Standard Company
  • Enduring Power Of Attorney
  • The LYD Will and EPOA
  • The Moat
  • Indemnity For Successor Director
• 26/09/2024 SMSF Will & The Moat - Added LOA in SMSF Will