Web Videos

Topdocs presents its new, professionally produced Web Video Series!

Our Web Videos provide you with professional training on topics relevant to you and your clients, and include the following features:

• Professionally filmed presentations of between 35-50 minutes
• CPD Accreditation from the FPA (1 point per Web Video) and SPAA (2 per Web Video)
• Comprehensive and detailed slides and references notes on each topic
• Several additional reference articles and information sheets about the topic discussed.

Our Web Videos are only available to view on set days. You can view the Web Videos at any time during these days.

Become an SMSF Borrowing Expert!

Everything you need to know about SMSF Borrowing will be covered in these three practical and informative Web Videos.

Web Video 1 – SMSF Borrowing – Update and Current Issues - $99 including GST

Viewing Dates: This Web Video will be available to view on 12 June 2013 only

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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.

Web Video 2 – SMSF Borrowing – Ownership & Management - $99 including GST

Viewing Dates: This Web Video will be available to view on 13 June 2013 only

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This webinar, 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.

Web Video 3 – SMSF Borrowing – Strategies that Work and Strategies that Don’t - $99 including GST

Viewing Dates: This Web Video will be available to view on 14 June 2013 only

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SMSF Borrowing presents a number of strategies that 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 of 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.

Web Video 4 – SMSF Income Streams - Introduction - $99 including GST

Viewing Dates: 18 June 2013, all day

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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.

Web Video 5 – SMSF Income Streams – Advanced Strategies - $99 including GST

Viewing Dates: 19 June 2013, all day

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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 web video contains presentation lasting for approximately 60 minutes.

Web Video 6 – Estate Planning for SMSFs – Overview - $99 including GST

Viewing Dates: 25 June 2013, all day

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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.

Web Video 7 – Estate Planning for SMSFs – Advanced Strategies - $99 including GST

Viewing Dates: 26 June 2013, all day

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This webinar, 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.