New Releases

By popular request, the Change of Appointor document has been added to Corporate Messenger and Documentation Suite
The below interview forms have been extended to now allow for up to eight appointors/principals:

o Discretionary Trust

o Discretionary Trust (Capital Reserved Lineal Descendant)

o Discretionary Trust (Fully Reserved Lineal Descendants)

o Discretionary Trust – Change of Trustee

o Change of Discretionary Trust Name

o Discretionary Trust Variation (Foreign Person)

o Vesting of a Discretionary Trust

o Change of Appointor

As part of our ongoing commitment to providing the highest quality legal documents and to continuously expand our legal capabilities to meet the demands of our fast-growing client base, we have made further updates to the following documents:

o SMSF Trustee Consent/Member Consent updated for new minutes and resolution formats and added the option for Client Legal Review services

To assist you with helping your clients meet the upcoming Director Identification (ID) deadline, we have added a new report ‘Export to Excel - Director ID’ to help you easily identify those directors with no Director ID recorded. The report can be found under the new ‘Director ID Actions’ menu within Corporate Messenger.
Director ID warning text updated to provide further clarity on requirements prior to 30 November 2022

Account Manager view within lodgement, trust and fund document pages repaired so the user can now view all lodgements and documents, even when not the Account Manager
The ‘hardcopy’ printing option reworded to ‘binder’ to better represent the finished product
Printing and stamping details now included into the preview of documents for completeness
Companies missing from the Missed Director ID pin due to jurisdiction gaps have now been included
Name Reservation (Form 410) error for PAYG users repaired