SMSF

SMSF Deed,
Grant's Blog
Why the LightYear Docs SMSF Deed is the Best SMSF Deed on the Market

Now claiming something is the best is a big call, particularly in the SMSF industry which is currently in excess of $800B, but we stake our claim thanks to the following five reasons: 1. It’s Original The majority of deeds […]

by LightYear Docs Team

Continue Reading
Establish SMSF, ASIC Advice
Grant's Blog
ASIC Advice: Yes, Accountants Can Establish SMSFs without a Licence

The introduction of the Financial Services Reform Act in 2001 heralded a new era of financial advice reforms that, whether by design or otherwise, included a member’s superannuation interest as a “financial product”.  For large superannuation funds that makes sense […]

by LightYear Docs Team

Continue Reading
Grant's Blog
Why Family Allowances Can Be the Best Tax Saving for your SMSF Clients

Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as well as industry super funds. If payments go to a spouse they are tax-free but what […]

by LightYear Docs Team

Continue Reading
Grant's Blog
The SMSF Global Worker and Retiree

Want to boost overseas investment into Australia and increase tax revenue at the same time then – “Why not let non-residents invest in SMSFs provided a certain proportion of their investments are situated in Australia” There is no doubt that […]

by LightYear Docs Team

Continue Reading
Leading Member SMSF, SMSF Advisor
Grant's Blog
The Leading Member SMSF – the Next Great SMSF Advising Project

1. SMSFs are all about Innovation SMSFs have always been about innovation. They started with innovation by the government of the day to provide a small, choice environment for small business and family to aggregate and pool their superannuation wealth. […]

by LightYear Docs Team

Continue Reading
SMSF, advising
Grant's Blog
This is the Greatest Advising Specialisation Ever and beyond SMSFs

It’s coming up to 30 June and we are all so busy working crazy hours on client issues but relief is around the corner. It’s Accountants and Planners NYE on 30 June so it will be time to grab a […]

by LightYear Docs Team

Continue Reading
Grant's Blog
SMSF Strategy: Being a SMSF Trustee is optional so Advisers don’t force it

It is not and has never been the case that in all circumstances that all members of a SMSF must be trustees or directors of the corporate trustee of the Fund. This is crucial for members who have lost capacity, […]

by LightYear Docs Team

Continue Reading


logo

All rights reserved © LightYear Docs Pty Ltd

Site by Noize Agency

Product

Book a Demo

How It Works

Documents

Company

About Us

Abbott & Mourly

News & Blogs

Clients

LY Surge App

Partner Benefits

Legal

Privacy Policy

Terms & Conditions

Level 1, 9 Sherwood Road, Toowong QLD 4066

1300 168 380 

support@lightyeardocs.com.au 

English
Youtube
Twitter
Facebook-f
Linkedin