Blogs & Vlogs | Lightyear Docs

Blogs & Vlogs from LYD

Subscribe to our YouTube Channel where you will receive regular Vlogs on our LightTalks playlist from our LYD team.

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Navigating SMSF Compliance for Wealth Growth: Exposing Strategic Opportunities

Exploring the intricacies of Self-Managed Super Fund (SMSF) compliance goes beyond simple rule observance; it reveals a realm of...

Michael Jeffriess, our Group CEO, shares his exclusive story of returning from a cardiac arrest in a recent real-life case study.

"I was clinically dead for 20 minutes," Michael reveals as he recounts the harrowing experience following a seemingly ordinary evening...

GRANT'S BLOG

Top Ten Estate Planning and Family Wealth Protection Resolutions for 2024

As we welcome 2024, it's an important time to prioritise your estate planning and family wealth protection. Making these resolutions now...

VLOG - YOUTUBE

Reversionary Pensions are the BEST!

View on YouTube An important component of estate planning for self-managed superannuation funds (SMSF) is deciding how to distribute the...

GRANT'S BLOG

I was a SMSFer but now a proud SAPEPer

Grant's blog is here to deliver you some of the best strategies in the financial industry. I was a SMSFer but now a proud SAPEPer I love...

GRANT'S BLOG

ASIC Advice: Accountants Using Dangerous and Risky Company Set-Ups

ASIC has released a warning - Info73, that in the event of the death, incapacity, or bankruptcy of a sole director company that: “During...

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...

GRANT'S BLOG

Three Swift Moves to Increase Advising Revenue Quickly

It's Friday again and time for a new blog. Last week’s edition struck a chord with accountants who want to do SMSF advice but have been...

GRANT'S BLOG

Strategy Myths You May Have Bought Into

There is a lot of information flying around the world every nanosecond. In 1998 at the Strategist Group we completed the first ever live...

SAPEPAA

The SAPEPAA Story

Over the past 18 months, a group of accountants, IT, finance and family advisers have been busy building a new advisers association for...

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...

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...

GRANT'S BLOG

The Guide to Protecting Family Wealth - Part One

I . INTRODUCTION Building Family Wealth takes time, hard graft and a lot of blood, sweat and tears. But it can be torn down so easily in...

GRANT'S BLOG

The Guide to Protecting Family Wealth: Part Two

I. INTRODUCTION Building Family Wealth takes time, hard graft and a lot of blood, sweat and tears. But it can be torn down so easily in...

GRANT'S BLOG

Regrets: When Yesterday is too Late

We all have those stories when procrastination, doing something we are anxious about or are not comfortable with, rears its head and...

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...

GRANT'S BLOG

Leading Member and Family Protection Discretionary Trusts: Get to Know What All the Excitement is

1. Introduction Discretionary trusts are well known for their tax advantages and also, to a lesser extent, asset protection and estate...

GRANT'S BLOG

There is No “Risk-Free” Spouse Anymore - What to do now?

For decades, it has been common practice to split spouses into the 'at-risk' spouse and the supposed 'risk-free' spouse. So while the...

GRANT'S BLOG

Escaping the 17% Super Death Benefits Tax for Adult Children .... and Grandchildren?

Introduction We all know that when a member of a superannuation fund - retail, industry or SMSF dies, any taxable component will be taxed...

GRANT'S BLOG

Free Ebook Launch: The Guide to SMSF Trust Deeds and Strategies

The SMSF trust deed is crucial to the success and longevity of any fund, yet so few trustees and, for that matter, their accountants,...

Blogs & Vlogs from LYD

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