Events

Events
Grant Abbott’s Top Family SMSF Strategies – all built with the family in mind

Family SMSFs are superannuation funds with up to six members. With 90% of SMSFs now one and two member SMSFs, these great concessionally tax vehicles will die out with no succession planning.

by LightYear Docs

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Events
LYD Strategy Solution: All you need to know on Testamentary Trusts

To date we have not trained on the use of testamentary trusts and in this session we will look at what works and what does not work in terms of testamentary trusts.

by LightYear Docs

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Events
LYD Document Masterclass: SMSFs

Michael Jeffries and Ash Jaremyn will take users through a SMSF Masterclass to ensure SMSFs are created efficiently and correctly on the new LYD2.0 platform.

by LightYear Docs

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Events
LYD Document Masterclass: Trusts and Trustee Companies

Michael Jeffries and Ash Jaremyn will take users through a Trusts and Trustee Companies Masterclass to ensure trusts are created efficiently and correctly on the new LYD2.0.

by LightYear Docs

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Events
LYD Strategy Solution: Partnership, Joint Venture or Couple’s Agreement

Grant Abbott and Michael Jeffriess will look at each of the above documents and solutions on the LightYear Docs platform while Ben Gill will consider how much to charge and when.

by LightYear Docs

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Events
LYD Strategy Solution: The Moat and Castle

The first one is tough, the second a bit easier and now by the thirtieth takes literally less than an hour for a super strong draft family wealth protection plan.

by LightYear Docs

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Events
Document Masterclass – Company Establishments

In this session, Ash and Michael will take users through a Company Establishment Masterclass to ensure companies are created fast, efficiently and correctly on the new LYD2.0 platform.

by LightYear Docs

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Events
Strategists Intensive – Leading Member Trusts and SMSFs

In this session, participants will learn why the LightYear Docs Leading Member SMSF and discretionary trust are much different from a standard SMSF and trust.

by LightYear Docs Team

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Events
LYD Strategy Solution: The Successor Director Solution for Director Replacement

Directors in a company come and go. ASIC has warned for single director companies it is imperative that a solution is put in place in the event the Director needs to depart.

by LightYear Docs Team

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Events
Strategy Solution – The LightYear Suite of Companies – How, which and when to use

In this session, participants will learn about the seven different companies in the LIghtYear Docs range and when to use each plus how to use each style of company.

by LightYear Docs Team

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