Accountants traditionally have a client’s business in a trading company or trust. This leads to inordinate risk for the jewels of a businesses crown.
Accountants traditionally have a client’s business in a trading company or trust. This leads to inordinate risk for the jewels of a businesses crown.
In this session, participants will learn to review some old deeds and complete two upgrades to know how it is done legally and effectively.
Grant Abbott invented the SMSF Will in 2007 as a more secure and certain estate planning solution for members of an SMSF. In this session, attendees will learn from a legal standpoint how to build SMSF Wills.
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.
In this session, Grant Abbott and Ben Gill will look at Grant’s Top Five SMSF Strategies for the upcoming 2022 income year – so expect to be surprised.
In this session attendees will learn from a legal standpoint how to build lines of succession and create unique testamentary trusts, enduring powers of attorney and Wills.
In this session, attendees will learn from a legal standpoint how to build a bloodline trust for a family – whether it is business or investment based.
Find out how to make Business Succession and Exit Planning a profitable value add for your practice!
Work smart; not hard. With LightYear Docs you can evolve on-the-daily with education from our Gurus Ashleigh Jaremyn and Ben Gill. Experience the magic of our upgraded second generation platform. Learn how to earn like a champion and reduce costs […]
We’re going back to basics, join our LightYear Docs gurus Grant Abbott, Michael Jeffriess and accounting superstars Michael Samu from Think Big and Peter Mamara Stewart from PCR Accountants as we walk you through the building blocks of Asset Protection […]