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...
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Blogs & Vlogs from LightYear Docs
Subscribe to our YouTube Channel where you will receive regular Vlogs on our LightTalks playlist from our LYD team.
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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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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,...
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...
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...
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...
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