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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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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...
The Great SMSF Will v BDBN Debate - The truth plus SMSF Testamentary Trusts
The Commissioner has stated on several occasions that the super laws that establish binding death benefit nominations (BDBN) - do not...
Protecting Accounting Business Assets following Trust Rulings
Tim Munro, my fellow Director at the Succession, Asset Protection and Estate Planning Advisers Association (“SAPEPAA”) is riled up about...
Can a Child Make a Deductible Contribution and Reduce Trust Income?
As a SMSF pioneer I get asked this question all the time and with the ATO new trust rulings it is a great time to lock this strategy in...
Why SMSF Member Applications are Dangerous and Costly!
Over the past two months at Abbott & Mourly Lawyers we have had numerous accountants seeking our advice on what to do with requests by...
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...
Learn Competence or Face Litigation – It’s that Simple
The advice business we are in is no different to walking on a tightrope and for anyone who has tried that, you know how much not-fun that...
Family Wealth Protection – the Greatest Adviser Gift of All
I make it a habit of reading at least two cases a day – one usually dealing with a family provisions claim in a Supreme Court and the...
LYD Strategy: Clearing Trust taxable income with minor super contributions
Can a child make a deductible contribution and reduce trust income? This is a great tax planning question and as with any technical...
Making changes to Deeds with no Resettlement
Changing Appointors, Trustees, Beneficiaries and the Name of a Discretionary Trust + NO Resettlement The Problem Over time a client's...
The five questions that will change your life?
Life throws things at you and you either sink or swim. I call them life examinations. You are either in it, remain focused and move...
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...
Family Concessional Contributions - the gift of no tax??
For a long, long time I have been going on about the great opportunities available if a family used their family super fund and financial...
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...
BDBNs are for Laggards, an SMSF Will is for the smart SMSF Adviser – Part One
“There is no doubt that creativity is the most important human resource of all. Without creativity, there would be no progress, and we...
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