Current Strategy Automation Documents
- The Successor Director Solution – Multi Company plus upgrade Constitution
- Will with Testamentary Trust and Enduring Power of Attorney
- The Protector
- Related Party LRBA (Shares) meeting ATO Guidlines
- Corporate Trustee & Deed Upgrade to LightYear Docs
- Leading Member Kit - Upgrade of SMSF Deed and Corporate Trustee to Leading Member control
Current Business & Commercial Agreements
- Simple Partnership Agreement
- Farm Lease Agreement
- Equipment and Motor Vehicle Lease Agreement
- Rental Reduction Agreement
- Annuity Contract
- Deed of Loan Forgiveness
Current Company Establishment Documents
- The Successor Director Solution – Single Company plus upgrade
- 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
Current SMSF Income Stream Documents
- Addition of a Reversionary Pension
- 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)
Current Estate Planning Documents
- The Moat and Castle
- Will with Testamentary Trust and Enduring Power of Attorney
- Advance Care Directive and Enduring Guardian – Vic
- Advance Care Directive and Enduring Guardian – NSW
- Advance Care Directive – Western Australia (AHCD WA)
- Advance Care Directive – Queensland (AHCD QLD)
Current SMSF Borrowing Documents
Current SMSF Establish, Maintain & Upgrade Documents
- Corporate Trustee & Deed Upgrade to LightYear Docs
- QROPS SMSF Establishment - with Corporate Trustee
- QROPS SMSF Establishment - with Individual Trustee
- QROPS SMSF Deed of Variation
- SMSF Wind-Up
- Member Directed Investment Strategy
Current Trust Documents
- Non-Foreign Person Discretionary Trust
- Unit Trust Vesting
- Upgrade of Discretionary Trust to a LightYear Docs Strategic Discretionary Trust
- Upgrade of Discretionary Trust to a Non-Foreign Person Discretionary Trust
- Changes to Discretionary Trust Positions and Name
- Family Protection Trust (FPT)