Current Strategy Automation Documents
Current Business & Commercial Agreements
- Annuity Contract
- Deed of Loan Forgiveness
- LightYear Docs General Services Agreement - How to
- Buy/Sell Option Agreement
- SMSF Loan Agreement
- Deed of Gift - Cash, Assets & Unpaid Present Entitlements
Current Company Establishment Documents
- Upgrade to LightYear Docs Standard Company
- ASIC fee indexation | ASIC - Australian Securities and Investments Commission
- Company Constitution Variation to Leading Member Discretionary Trust Company
- Leading Member Discretionary Trustee Company
- Company Constitution Variation to LightYear Docs SMSF Special Purpose Company
- Leading Member SMSF Special Purpose Corporate Trustee
Current SMSF Income Stream Documents
- Temporary Incapacity Income Stream
- TRIS Current Year Pension Payment
- Account Based Pension Current Year Pension Payment
- Account-Based Pension
- Transition to Retirement Income Stream (TRIS)
- TRIS Foldback
Current Estate Planning Documents
- Advance Care Directive – South Australia (AHCD SA)
- Comprehensive Estate Planning Package
- SMSF Will
- LYD Will with Testamentary Trusts
- Enduring Power of Attorney - WA
- Enduring Power of Attorney - SA
Current SMSF Borrowing Documents
Current SMSF Establish, Maintain & Upgrade Documents
- QROPS SMSF Establishment - with Corporate Trustee
- QROPS SMSF Establishment - with Individual Trustee
- QROPS SMSF Deed of Variation
- SMSF Wind-Up
- Member Directed Investment Strategy
- Member Appointment - Standard SMSF (non-leading member)
Current Trust Documents
- Changes to Discretionary Trust Positions and Name
- Family Protection Trust (FPT)
- Discretionary Trust Variation
- Leading Member Discretionary Trust Variation
- Deed of Succession Appointors
- Declaration of Trust