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Webinar & Training Replays

Webinar & Training Replays

Upskill by learning on our past webinars and training sessions.

LightYear Partner Solutions Showcase

14 November 2023 - How to Get the Best Out of LightYear Training Group

13 & 14 September 2023 - Get The Best out of 'We Love Group'

6 July 2023 - Unlocking Business Value: The Power of Accurate Business Valuation and Professional Services

18 May 2023 - Asset Protection Strategies, Warning Signs and Pitfalls, including ATO

05 April 2023 - PI Insurance - For Accountants, SAPEPA Advisors and your Clients!

17 January 2023: Are Your Client's Assets Secure?

27 September 2022 - How to help your clients and make at least $50,000 doing so.

14 & 15 June 22 - EO Series: URGENT Business Turnaround, Insolvency & Asset Protection

17 November 2021 - The Protector

28 October 2021 - See LYD's new Business Valuation Tool powered by Succession Plus

23 September 2021 - Digital Transformation - Taking your Business to the Next Level!

09 September 2021 - Tax Nuggets Academy - Rebel Against Boring!

26 August 2021 - The Great Debt Escape With Credit Reboot

August 2021 - Get Compliant With BGL

July 2021 - Forget reimbursements & expense reporting with DiviPay

30 June 2021 - Accountant and Advisors New Years Eve

17 June 2021 - I Love Accounting and Cake Equity - Employee Share Plans, Cap Tables & Capital Raises

1 April 2021 - Abbott & Mourly Lawyers - Who we are and why we are different as Lawyers

March 2021 - Loans and Lending in 2021 with Darren Fideo

02 February 2021 - LightYear Docs and Change GPS as your Client Solution

February 2021 - Business and Insolvency Turnarounds with Michael Jeffriess from Eventum Optimum

February 2021 - Eventum Optimum Training Session for Mortgage Registration and PPSR

February 2021 - Outsourcing and Offshoring for Accountants and Financial Planners

January 2021 - Employee Share Plans with I Love Accounting

16 September 2024 - EO Partner Webinar: Managing ATO Debt & Division 7A Loans

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Thursday Strategy Webinars

11 July 2024 - Asset Protection Strategies for Accountants that work!

06 June 2024 - Super Contribution Strategies and SMSF Contribution Suspense Accounts

18 April 2024 - Partner Webinar: Brieff Advisory App

4 April 2024 - Ten Tax and Super Strategies to Amplify the Change in Tax Rates

7 March 2024 - Trust Distributions - How to do them the right way with the LYD Trust Distribution

18 January 2024 - Getting 2024 off to a Lightning Start

09 November 2023 - Document Execution: The Good, the Bad and the Ugly

12 October 2023 - Post B.I.G Breakfast Webinar

24 February 2022 - Strategy Intensive: Leading Member Trusts and SMSFs with Case Studies

16 December 2021 - Succession, Asset Protection and Estate Planning for Accountants: 101

25 November 2021 - LSS: Asset Protection post Bosanac

21 October 2021 - The Ins and Outs of Testamentary Trusts

07 October 2021 - Blended Families Estate Planning

30 September 2021 - How to distribute a SMSF Estate

16 Sept 2021 - Advanced Asset Protection Strategies

02 Sept 2021 - Advanced Reversionary Pension Creation with Grant Abbott

19 August 2021 - The SMSF Battle: BDBN v SMSF Will v Testamentary Trust v Reversionary Pension in a Blended Family

05 August 2021 - Welcome to the House of Trusts

29 July 2021 - How it all comes together with LY Partners

08 July 2021 - Division 7A - A deep dive into what is and isn't legal and launch of the LYD Div7A solution

24 June 2021 - Six Member SMSFs Strategies, Traps and Issues

03 June 2021 - The Guide to Testamentary Trusts plus a Data Capture for a TT Will

06 May 2021 - Accountants Exemption and Exiting Members and Trustees from SMSFs and Discretionary Trusts

29 April 2021 - LYD Will 2.0 with built in testamentary trust and exclusion of persons from beneficiaries

29 April 2021 - LYD Will V2 and SAPEPAA Accreditation

8 April 2021 - The LightYear Docs Strategy and Solution Centre

27 May 2021 - Launch of the advanced asset protection solution - the Protector 2 0 with Call Options

25 March 2021 - The Business Protector

11 March 2021 - LightYear Docs Strategy School: Varying a Trust without a Resettlement - ATO Ruling

25 February 2021 - Adding a Reversion of an Accounts Based Pension

11 February 2021 - LYD Strategy Solution: IP and Business Process Licensing Agreement

28 January 2021 - The Moat and Castle for Family Protection advising

14 January 2021 - Securing your assets with the Personal Property Securities Registry and PEXA mortgage registration

17 December 2020 - Promissory Notes History and Strategy

15 December 2020 - All NSW Discretionary Trusts need to Upgrade by 31 December

10 December 2020 - The LightYear Suite of Extraordinary Companies

03 December 2020 - The LightYear Docs Successor Director Solution

19 November 2020 - The Successor Director Solution

26 November 2020 - The Protector and Securing Charges with PPSR

12 November 2020 - Wills, Enduring Power of Attorney and SMSF Will

05 November 2020 - The Launch of the Amazing Moat and Castle

29 October 2020 - Simple Partnerships, Tenants in Common Partnerships and Joint Ventures with related parties

22 October 2020 - The Laws, strategies and documents for a modern Will with a variety of Testamentary

15 October 2020 - Commercial and Farm Leases plus compliant Covid Rental Reduction Agreement

08 October 2020 - LightYear Docs Annuity Contract

01 October 2020 - The Moat - a Revolution in Advising on Succession, Asset Protection and Estate Planning

24 September 2020 - Advance Health Care Directive Queensland

17 September 2020 - Tips, trap and hacks for related party LRBAs

10 September 2020 - Advanced Health Care Directives

10 September 2020 - The Guide to Advanced Health Cared Directives

20 August 2020 - Successor Directors and Change in Trust Positions

13 August 2020 - Equipment and Motor Vehicle Lease Agreement LightYear Docs Style

06 August 2020 - Mirror Wills Strategy Session

30 July 2020 - Accountants and Planners doing Wills and Testamentary Trusts

07 July 2020 - Introduction to Wills Training

02 July 2020 - Deed of Gift, Forgiveness of Loan and Unpaid Present Entitlements

23 June 2020 - Strategy Roundtable - 30 June 2020 - The Moat and the Protector

22 June 2020 - Trust Distribution Minutes and Tax Free Accounting Income - including the Cash Bonus

04 June 2020 - The Protector - Deep Dive

22 May 2020 - Trust Distributions with Michael Jeffriess

21 May 2020 - The Latest SMSF Trust Deed and our Family Protection Trust

14 May 2020 - How to transfer UK pensions to Australian Super Funds - the QROPs solution

07 May 2020 - How to do client Wills and EPOAs in your Practice with this guaranteed system for success

30 April 2020 - LYProtect - your one stop suite for Succession, Asset Protection and Estate Planning Documents ('SAPEP')

23 April 2020 - Rental Reduction for COVID19 - all you need to know and solution plus client letter

16 April 2020 - Buy/Sell Agreements - Why and How to complete

26 March 2020 (10AM Session) - Will with Testamentary Trust

23 & 24 March 2020 - Asset Protection with The Protector

19 March 2020 - LightYear Docs Will and EPOA Package

06 March 2020 - Abbott Mourly - Helping Accountants and Planners grow

27 February 2020 - Wills and Testamentary Trust Solution

20 February 2020 - The Commissioners latest on SMSF Investment Strategies

11 February 2020 - Launch of The Protector for Asset Protection

06 February 2020 - Client Engagement Letters - Wills and Testamentary Trusts and EPOAs

30 January 2020 - Discretionary Trust Vesting and SMSF Wind Ups

23 January 2020 - Investment Strategy the compliant way

16 January 2020 - Leading Member Deed of Variation

09 January 2020 - SMSF Wills

12 December 2019 - NSW Fixed Trust

04 December 2019 - The Moat Succession and Estate Planner Strategy

28 November 2019 - Investment Strategies

21 November 2019 - LYD Comprehensive Estate Planning Package

07 November 2019 - Wills and Testamentary Trusts

07 November 2019 - SMSF Will

31 October 2019 - EPOA’s and How to Use

03 October 2019 - All Purposes Unit Trust on LightYear Docs

26 September 2019 - Creating Enduring Powers of Attorney for SMSFs

23 September 2019 - In Depth Dive on SMSF Investment Strategies

19 September 2019 - SMSF Strategies using a special purpose SISR 13.22C Trust

12 September 2019 - ATO Blitz on SMSF Investment Strategies

05 September 2019 - Deed of Gift for Cash, Property and Unpaid Present Entitlements

29 August 2019 - Grant Abbott’s Top Five Advanced Contribution Strategies

22 August 2019 - Binding Death Benefits Direction SMSF

16 August 2019 - Commercial Lease Training

08 August 2019 - The Leading Member Suite for Family Protection

01 August 2019 - Loan Suite Release

25 July 2019 - LYD Adviser Built Instalment Warrants

07June 2019 Platform Update - Vital Year End Strategies & Documents

04 July 2019 - Superannuation Unrelated Investment Trust Training

27 June 2019 - Partnership and JV training with Grant Abbott

20 June 2019 Strategy Automation Launch Webinar

15 May 2019 - Advanced Pension and Estate Planning Strategies

12 September 2024 - Building Multi-Generational SMSF Pensions for Lifelong Tax Savings

10 October 2024 - Strategies to Cover the $3M Accruals Tax in Super

7 November 2024 - The Importance of Succession Planning in Every Structure -Do's and Dont's

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Training and Workshop Sessions - Advanced Learning

19 September 2023 - Setting up a Start Up Structure Perfectly from the Beginning

18 November 2022 - Estate Planning 101 Training Session

08 Sept 2021 - Simple and Effective Asset Protection with The Protector

17 August 2021 - SAPEPAA: Q & A Session

03 August 2021 - The ATO NALI Drama Explained

15 June 2021 - Trust Distributions - the Law, Practice, UPEs and Div 7A

13 May 2021 - The 2021-2022 Budget Blast with Grant Abbott

14 April 2021 - Master Strategy Day Case Study Solutions

09 December 2020 - The Succession, Asset Protection and Estate Planning Advisers Brief

14 October 2020 - A Big Estate Plan in Action - the Moat - Succession, Asset Protection and Estate Planning Part 3

14 October 2020 - Estate Planning Case Study and Advising Guide - Session 2 of Succession, Asset Protection Workshop

14 October 2020 - The Art of Succession, Asset Protection and Estate Planning - Part 1

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Wednesday Webinars

24 April 2024 - Unstoppable Growth Conference Pre-con

13 December 2023 - Discover the Future of SMSFs with LightYear Docs

4 October 2023 - LightYear Docs Masterclass and On Boarding with Grant Abbott

22 September 2021 - ASIC Advice: Yes, Accountants can establish SMSFs without a Licence

15 Sept 2021 - Property Development Solutions

16 June 2021 - Property, Protection, Taxation, Estate Planning and SMSFs the Rundown

02 June 2021 - Prepayment of Superannuation Contributions

17 March 2021 - Twenty Strategies in Thirty Minutes - if you dare

10 February 2021 - The Leading Member Suite of Companies, Trusts and SMSFs: the Key to Family Wealth Protection

13 January 2021 - LYD Strategists: Business and Strategy Planning for 2021 with Grant Abbott and Michael Jeffriess

25 November 2020 - The Legal Process for Accountants and Financial Planners doing Wills and Testamentary Trusts

10 November 2020 - Grant's Top Five SMSF Strategies for 2021

28 October 2020 - SMSF Will v BDBN plus four top SMSF Will Strategies

19 August 2020 - Email Marketing Strategies and Automations

12 August 2020 - Webinar 22: New SMSF Auditing Independence Standards

05 August 2020 - Webinar 21: LRBA Strategies - Case Studies for Strategists - Part 2 with important ATO interview

29 July 2020 - Webinar 20: LRBA Strategies - Case Studies for Strategists - Part 1

24 July 2020 - Webinar 19: Treasurer's Action Plan - what's yours?

07 July 2020 - Webinar 18: Introduction to Wills Training

23 June 2020 - The Moat in Deep Dive mode - experience a comprehensive estate plan automated the LightYear Docs way

22 June 2020 - Webinar 17: Cash Flow Bonus, Trust Income and 2020 Distributions Impact

18 June 2020 - Webinar 16: Last minute tax, contributions and minimum pension strategies

10 June 2020 - Webinar 15: Year End Restructuring

03 June 2020 - Webinar 14: Last minute contributions, Reserves and Year End Pension Strategies

27 May 2020 - Webinar 13: Succession, Asset Protection and Estate Planning Strategy Launch

22 May 2020 - Webinar 12: Tax and Asset Protection Strategies for 30 June Trust Distributions

06 May 2020 - SMSFs, Property Development and which Structure to use on LightYear Docs

06 May 2020 - Webinar 11: SMSFs, the ATO and Property Development

22 April 2020 - Webinar 10: Covid19 SMSF Property Issues

20 April 2020 - Webinar 9: Government Early Access to Super - Who, how and what to do

16 April 2020 - Webinar 8: Top Ten Strategies

01 April 2020 - Webinar 7: LRBA and Property Funding update and Strategies

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LightYear Docs - Platform Webinars

28 May 2024 - Unstoppable Growth Post-Con Webinar

7 December 2023 - The LYD Way - Getting the Best out of LightYear Docs

19 July 2023 - Maximising the Benefits of LYD: A Guide to Optimal Results

03 April 2023 - Business Protector - Asset Transfer Strategies

28 March 2023 - Grow your firm with LightYear Docs 2023

25 August 2022 - XPM Launch Webinar

09 August 2022 - New Document Launch

21 April 2022 - SMSFs

14 April 2022 - Trusts and Trustee Companies

10 March 2022 - Document Masterclass

22 September 2021 - Accountants advising on Wills, SMSFs and Rent Reductions

10 December 2020 - The LightYear Suite of Extraordinary Companies

16 September 2020 - A real life estate planning interview with Grant Abbott quick, fast and sophisticated

15 September 2020 - BGL and LightYear Docs Company Integration

18 June 2020 - The LightYear Docs Collection of Trusts

18 July 2019 - Discretionary Trust Laws, Strategies and How To

11 July 2019 - LightYear Docs Investment Strategy and Pension plus TRIS Income Payments

29 May 2019 - LightYear Docs Training for Administration Staff

1 May 2019 - Leading Member Strategy Session

25 April 2019 - Full Platform Walk-Through

April 2019 - LightYear Docs is Alive - An Introduction Video

How the LightYear Docs platform works - Training Video

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Work Smarter Series

06 November 2023 - Over 30 Years the Ten Costliest SMSF Mistakes Ever

20 September 2022 - Your Discretionary Trusts and SMSFs are Dangerous

11 Jan 2022 - Work Smarter Series

21 Dec 2021 - LYD Company Registration Training

07 Dec 2021 - Work Smarter Christmas Special

30 Nov 2021- Work Smarter Series

16 Nov 2021 - The first Work Smarter Series Session!

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LYD Strategy Solution

2 July 2024 - How to Update Your Deeds - Deed Upgrade Month

23 April 2024 - Gift and Loan Backs - The Real Story From the Cases

01 February 2024 - Grant's Top Ten SMSF Strategies for 2024

31 October 2023 - Advanced Strategies for Accountants and Financial Planners

04 September 2023 - SMSF Strategy Session - How to read a SMSF Trust Deed

07 August 2023 - LYD: Launch of the SMSF Testamentary Trust - an All-in-One Solution

10 July 2023 - Document Masterclass - Division 7A all in one Loans

03 July 2023 - SMSF Estate Planning - BDBN v SMSF Will plus Bonuses

13 June 2023 - Splitting Trusts to make Multi-Generational Trusts Zing

05 June 2023 - Six Super Contributions Strategies Before Year End

25 May 2023 - Highlights: 30 Years of Strategies

01 May 2023 - Estate Planning 101 with Grant Abbott: Secure Your Client's Future

21 April 2023 - How to setup Company, Trusts, and Wills with LYD

06 March 2023 - The SMSF Strategies you did not hear at the SMSF Association Conference

12 January 2023 - Shoot the Lights Out

30 November 2022 - How to Build Trusts, SMSFs and Estate Plans for Blended Families using ATO Rulings

22 November 2022 - Do Your Asset Protection Strategies Work?

27 October 2022 - Federal Budget Smash Out + LightYear Training Group Launch

19 October 2022 - Live Estates - what happens on death and demystifying probate

11 October 2022 - Successor Director Solution - Avert a Disaster

05 July 2022 - Start of Year Strategies for 2023 Financial Year

21 June 2022 - How to do a Will for a Client with or without a Testamentary Trust

07 June 2022 - Crypto Currency Discretionary Trusts

31 May 2022 - Year End Super Contributions Strategies

24 May 2022 - Trusts and Trust Distributions post ATO Rulings

03 May - Grant Abbotts Top Family SMSF Strategies

26 April 2022 - All you need to know on Testamentary Trusts

19 April 2022 - Partnership, Joint Venture or Couple's Agreement

12 April 2022 - The Moat and Castle

29 March 2022 - The Successor Director Solution for Director Replacement

22 March 2022 - The LightYear Suite of Companies

08 March 2022 - LYD Strategy Solution: How to Build a Great Business Protection Strategy in Tough Times

01 March 2022 - LYD Strategy Solution: How to upgrade a Discretionary Trust without a resettlement on LightYear Docs

22 February 2022 - LYD Strategy Solution: SMSF Wills v BDBN and SMSF TTs v Will TTs

15 February 2022 - LYD Strategy Solution: Grant Abbotts Top Five SMSF Strategies for 2022

08 February 2022 - LYD Strategy Solution: How to do a couple's Wills and Enduring Powers of Attorney

01 February 2022 - Strategy Solution: How to Build a Family Protection Trust and Change a Current Discretionary Trust to a Family Protection Trust

21 October 2024 - Why Your Discretionary Trust is Dangerous and How it Can be Upgraded

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Abbott & Mourly Legal

18 May 2022 - What is legal advice - tax, super, wills, trusts and companies

20 July 2020 - Testamentary Trust v Living Trust