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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:

Date: Wednesday, 29 July 2020
Time: 2:00pm – 3.00pm AEST
CPD: 1 hour/1 point
Cost: Free
Presenter: Michael Harkin, National Manager, Training and Advice, Topdocs

Reviewing the key documents in place for your SMSFs can provide you with a perfect opportunity to have a meaningful, strategic conversation with your clients and create substantial revenue opportunities for your firm.

In this webinar, Topdocs’ National Manager for Training and Advice, Michael Harkin, will provide you with a practical framework to perform health checks on your SMSFs, including a detailed analysis of the following documents in the SMSF’s permanent file:

  • Trust Deed
  • Changes of Trustee
  • BDBNs and other binding instruments
  • Pension Documentation
  • Investment Strategy in line with the ATO requirements
  • Enduring Powers of Attorney