You are here:   HomeAdviceWebinars
Print

WEBINARS

Each month our team of experts presents a number of technical webinars, free of charge, for our clients.
Our technical webinars are on the following topics:

NEW CAS 360 INTEGRATION – POPULATE YOUR ORDER FORMS WITH CAS CONTACTS
Date: Wednesday, 11 July 2018
Time: 2:00 pm – 2:30 pm AEST
Cost: Free
Presenter: Michael Spakman, Director, Topdocs

Registering your companies has never been quicker or easier!

We are pleased to announce that we have extended our integration capabilities with BGL’s CAS 360.

Our new integration enables you to import CAS 360 contact details directly into your online company application forms – populating both your officeholder and shareholder details.

This webinar will show you how our online company application, together with our CAS 360 integrations, can make the process of registering your companies incredibly quick and easy; including:

  • the ability to populate your officeholder and shareholder details directly from your CAS 360 contacts list;
  • instantly creating your company in your CAS 360 account once it is registered by ASIC, including linking your CAS contacts; and
  • fully populating your ABN | TFN application where the company is a trading company.

Register now to see this great new feature in practice.

SMSF INCOME STREAM ESSENTIALS – RISKS, STRATEGIES AND IMPLEMENTATION
Date: Wednesday, 25 July 2018
Time: 2:00 pm – 3:00 pm AEST
Cost: Free
CPD: 1 hour/1 point
Presenter: Michael Harkin, National Manger, Training and Advice, Topdocs

This webinar, presented by Michael Harkin, Topdocs’ National Manager for Training and Advice, will provide you with practical strategies and implementation advice to assist your clients to ensure they have the best structures in place for their specific requirements.

Topics covered will include:

  • What are the risks in establishing an income stream with only letters and minutes?
  • Complying Pensions – How to deal with reserves
  • To revert or to not revert – reversion options including during the term of the pension
  • The new complexities of transition to retirement income streams
  • Structuring income streams in blended families
  • Methods to efficiently record benefit payments each year
  • Child pensions