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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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