Blogs & Vlogs | Lightyear Docs

Blogs & Vlogs from LYD

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The Five Reasons Why Your Clients Love Family Protection - And you will too!

Accountants are great with numbers, so too are financial planners - it’s our safe zone. Cash flow bonus – done and dusted. Bear market...

GRANT'S BLOG

Get Access to Quality SMSF, Tax, and Estate Planning Legal Knowledge for Free – No Catches!

I have been at the super, asset protection, tax, and estate planning advice game for a long time and have written more than two million...

GRANT'S BLOG

How to Build an Efficient Super Estate Plan and the Meaning of Dependancy

1. Introduction It is projected that more than $300Bn in SMSF monies will be transferred from current SMSF members by way of death...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

EVENTS

How to build trusts, SMSFs and estate plans for blended families using ATO rulings

In this session Grant Abbott and Michael Jeffriess will look at how to build trusts, SMSFs and estate planning where there are different...

EVENTS

Get the best out of LYD 2023

Black Friday & Cyber Monday Special Offers - save up to 50% on legal fees. Join Grant Abbott and Ben Gill where they will take you...

EVENTS

2023 with LYD - Shoot the Lights Out!

Join Ben Gill, Grant Abbott and Michael Jeffriess to start your 2023 with a BANG! Get their top tools and strategies for 2023, the road...

EVENTS

EO Partner Webinar: Are your client’s assets secure?

Join us with Ben Gill and Rodney Peters of Eventum Optimum as we take you through how to secure your clients' positions, their assets,...

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...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

GRANT'S BLOG

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...

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...

GRANT'S BLOG

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...

Blogs & Vlogs from LYD

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