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:

SMSF HEALTH CHECKS – AN OPPORTUNITY FOR STRATEGIC DISCUSSIONS WITH YOUR CLIENTS
Date: Wednesday, 27 November, 2019
Time: 2:00pm – 3.00pm AEDT
CPD: 1 hour
Cost: Free
Presenter: Michael Harkin, National Manager for Training and Advice

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
Pension Documentation
Investment Strategy
Enduring Powers of Attorney