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EVENTS AND TRAINING

Training Our accredited (SPAA and FPA) professional development online presentations provide a convenient way to develop your industry knowledge and keep up-to-date.
EVENTS TYPE LENGTH DATE PRICE  

SMSF Borrowing Master Class - Brisbane

Session Detail

 

Designed specifically for professional advisers, the Topdocs SMSF Borrowing Master Class provides everything you need to know to confidently advise your clients on their SMSF borrowing requirements.

 

In two, information-packed days, you will gain a comprehensive understanding of the SMSF borrowing process - from the appropriate structures and strategies through to the applicable legislative rules and restrictions.

 

This course entitles you to 21 FPA CPD points and 26 SPAA CPD points.

 

Download the brochure

end faq

CLASSROOM 2 days 1 and 2 May 2014 $1760 REGISTER

SMSF Borrowing Master Class - Sydney

Session Detail

 

Designed specifically for professional advisers, the Topdocs SMSF Borrowing Master Class provides everything you need to know to confidently advise your clients on their SMSF borrowing requirements.

 

In two, information-packed days, you will gain a comprehensive understanding of the SMSF borrowing process - from the appropriate structures and strategies through to the applicable legislative rules and restrictions.

 

This course entitles you to 21 FPA CPD points and 26 SPAA CPD points.

 

Download the brochure

end faq

CLASSROOM 2 days 8 and 9 May 2014 $1760 REGISTER

SMSF Borrowing Master Class - Melbourne

Session Detail

 

Designed specifically for professional advisers, the Topdocs SMSF Borrowing Master Class provides everything you need to know to confidently advise your clients on their SMSF borrowing requirements.

 

In two, information-packed days, you will gain a comprehensive understanding of the SMSF borrowing process - from the appropriate structures and strategies through to the applicable legislative rules and restrictions.

 

This course entitles you to 21 FPA CPD points and 26 SPAA CPD points.

 

Download the brochure

end faq

CLASSROOM 2 days 15 and 16 May 2014 $1760 REGISTER
           
           
TRAINING TYPE LENGTH DATE PRICE  

SMSF Borrowing
Update and Current Issues (1 of 3)
Session Detail

 

With the ATO recently further clarifying its views on SMSF Borrowing, there has never been a better time to examine the opportunities that this strategy can provide to your clients.

 

With a running time of approximately 50 minutes, this presentation will bring participants up to date with recent announcements and proposed changes surrounding SMSF borrowing arrangements. It will also cover strategies which will empower advisers when discussing with clients the opportunities which SMSF borrowing arrangements can provide.

 

This course entitles you to 1 FPA CPD point and 2 SPAA CPD points.

 

Download the brochure

end faq

PD VIDEO 50 min 16 April $99 REGISTER

SMSF Borrowing
Ownership and Management (2 of 3)
Session Detail

This presentation, the 2nd in the series, is a detailed case study designed to identify key issues that your clients may face in the acquisition and maintenance of an asset via a Super Fund Borrowing.

 

From issues to do with the initial acquisition (eg contract signing and SRO issues) to the maintenance of the asset (eg Repairs vs Maintenance vs Improvement), this 45 minute presentation will enable you to identify key rules relating to SMSF Borrowings before they become issues for your clients.

 

This course entitles you to 1 FPA CPD point and 2 SPAA CPD points.

 

Download the brochure

end faq

PD VIDEO 45 min 17 April $99 REGISTER

SMSF Borrowing
Strategies that work and strategies
that don't (3 of 3)
Session Detail

 

Learn about strategies your clients can take advantage of. This practical webinar looks at Super Fund borrowing from a different angle and provides a number of strategies and considerations that can enhance your clients use of a borrowing in Super.

 

Topics include the use of Unit Trusts, related party borrowings, reserves as well as Estate Planning considerations.

 

Advisers wishing to assist clients with strategies to ensure their family members benefit from retirement and/or estate planning, will draw from the session some valuable options to provide to clients when discussing borrowings and purchases to be made, or already made, within an SMSF.

 

This 35 minute presentation, the final in a series of 3, will take an in-depth look past the initial borrowing, compliance and investment management issues, to consider future planning strategies, from ensuring the loan repayments can be met in the event of misfortune, through to the eventual position when the acquired asset must be dealt with following the death of the current members.

 

This course entitles you to 1 FPA CPD point and 2 SPAA CPD points.

 

Download the brochure

end faq

PD VIDEO 35 min 18 April $99 REGISTER

SMSF Income Streams
Introduction (1 of 2)
Session Detail

 

A comprehensive introduction to SMSF Income Streams

 

This presentation, the first in a series of 2 covering the topic 'SMSF Income Streams', is a thorough investigation of the different types of income streams available to your clients, and the rules surrounding each type of income stream.

 

More advanced topics such as pension resets, pension reversion and the death of a pensioner are also examined.

 

If you have a basic understanding of SMSF Income Streams but would like to know the full range of options available to your clients, this Web Video is for you.

 

This course entitles you to 1 FPA CPD point and 2 SPAA CPD points.

 

Download the brochure

end faq

PD VIDEO 50 min 23 April $99 REGISTER

SMSF Income Streams
Advanced Strategies (2 of 2)
Session Detail

 

A practical look at advanced strategies for SMSF Income Streams

 

The flexibility of a SMSF makes it an ideal vehicle from which to commence paying an income stream to a member, because of a range of strategies which may be implemented.

 

This presentation looks at the advanced strategies you can implement with your clients to maximise the potential of their superannuation benefits through an income stream.

 

If you have good knowledge of SMSF Income Streams and how they work, you will benefit greatly from the in depth coverage of these strategies and will take home valuable tips from the session to use when advising clients of the opportunities available.

 

In addition, the uncovering of traps will assist advisers to ensure their clients are kept clear of those pitfalls.

 

This course entitles you to 1 FPA CPD point and 2 SPAA CPD points.

 

Download the brochure

end faq

PD VIDEO 35 min 24 April $99 REGISTER

Estate Planning for SMSFs
Introduction (1 of 2)
Session detail

 

This presentation provides a general overview of the Estate Planning process, firstly in a general context and then in particular regarding Estate Planning for SMSFs.

 

The presentation includes some strategies and case studies, and covers a broad range of Estate Planning issues which you and your clients may need to consider.

 

This course entitles you to 1 FPA CPD point and 2 SPAA CPD points.

 

Download brochure

 

end faq

PD VIDEO 50 min 25 April $99 REGISTER

Estate Planning for SMSFs
Advanced Strategies (2 of 2)
Session detail

 

This online presentation, the 2nd in the series, uses various case studies to illustrate advanced estate planning strategies including how to maximise benefits paid upon death as well as how to protect superannuation during their lifetime.

Various topics are covered, ranging from estate planning in general to issues to be wary of through to a range of death benefit planning aspects.

 

This course entitles you to 1 FPA CPD point and 2 SPAA CPD points.

 

Download brochure

 

end faq

PD VIDEO 45 min 30 April $99 REGISTER

 

Quote
It was an excellent technical presentation - easy to listen to and easy to understand. Extremely professional.
Quote
  George Lawrence, Chartered Accountant  

CPD ACCREDITATION

SPAA logo

SPAA's continuing professional development (CPD) accreditation gives professionals confidence that their CPD activities meet the high standards of Australia's peak SMSF body.

All Topdocs' technical courses have been assessed and accredited by SPAA. If you're unsure a course you would like to enrol for is SPAA accredited, please call the team at Topdocs for confirmation.

   
FPA logo

The accreditation by FPA is based on three underlying principles:

  1. the training meets the FPA's definition of 'continuing professional development' according to the FPA's CPD policy;
  2. the training aligns to at least one professional dimension within the FPA Professional Dimensions Model in the FPA's CPD policy and;
  3. The design, development and delivery of the training supports the learning objectives of the program.

 

All Topdocs' technical courses have been assessed and accredited by FPA. If you're unsure a course you would like to enrol for is FPA accredited, please call the team at Topdocs for confirmation.

CLASSROOM

Our Master Class events are conducted in a professional, classroom environment to maximise your learning. Each course is facilitated by a Topdocs specialist, enabling you to ask questions as well as discuss particular topics with your peers.

All classroom courses include meals and refreshments.

PROFESSIONAL DEVELOPMENT VIDEO (PD VIDEO)

The Topdocs online videos are professionally recorded presentations that are developed and delivered by Michael Harkin, Topdocs National Manager - Training and Advice.

The presentations are CPD accredited (FPA and SPAA) with certificates available upon completion of the course questionnaire.

Each presentation is available to view on the date outlined, for the full day. That means you and your team can determine a suitable time to watch the presentation together; providing a time and cost-effective way to educate the team.

WEBINARS

Topdocs delivers a range of live webinars to keep you informed of industry changes as well as additions and improvements at Topdocs. These sessions are conducted online, enabling you to attend from the comfort of your own office.

MORE INFORMATION

For more information about the Topdocs events and training, please call the team at Topdocs on 1300 659 242.