Technical Queries
- Buying property and using the Protector for tax purposes v buying in a Family Protection Trust
- SUMMARY PROCESS FOR REGISTERING A SECOND MORTGAGE
- USING UNREGISTERED MORTGAGES
- USING A CAVEAT INSTEAD OF A SECOND MORTGAGE
- UNDERTAKING DUE DILIGENCE IN SECOND MORTGAGE TRANSACTIONS
- PROCESS FOR REGISTERING A SECOND MORTGAGE - VIC
Companies
- What is the the LightYear Docs company pack?
- Setting up an SMSF with Corporate Trustee
- Business Name Availability
- Register a business name
- Renewing your company registration
- Understand Australian Company Numbers (ACNs)
Pricing
About Us
HotDocs
Profile and Account Features
- Two-Factor Authentication (2FA)
- How to create a company in CAS360 from LYD
- How to integrate CAS360 with LYD
- Support Channels
- How to register on LightYear Docs
- Menu Options
Robotic Process Automation
Leading Member SMSF
- What is a Leading Member SMSF and how is it different to a standard SMSF?
- What are the benefits of a Leading Member SMSF?
- Are there any risks associated with a Leading Member SMSF?
- How does the Trustee ensure that the Leading Member acts in the best interest of the Fund?
- What happens if I do not appoint a 2nd Leading Member, and the 1st Leading Member passes away suddenly?
- I’m nervous about appointing one person in a Fund as a Leading Member. Are we giving full control of the fund to this person?
SMSF
- Should I use an individual or corporate trustee structure for an SMSF?
- I use a SMSF Trust Deed from an alternative provider. What is the best way to switch to a LightYear Docs SMSF Trust Deed?
- I have multiple clients that I would like to execute deed upgrades for. What is the best way to go about this?
- Can a Member of a SMSF make investment decisions based upon his or her own interest?
Documents & Pricing
- How many documents are available to the LightYear Docs platform?
- How often are the documents on the LightYear Docs platform reviewed?
- How can you offer such affordable pricing?
- I need a document that I cannot see available on your platform. What should I do?
- Can I get a sample of each document?
- Error: Invalid Interview Session
Legal
- Are all of the documents available on LightYear Docs legally signed off? And if so, who is the lawyer or firm that provides this sign off?
- Who are TGA Legal? Who is the main lawyer and what are his or her credentials?
- The Use of LightYear Docs by Accountants and Financial Planners
- Digital Signatures