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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:

GET THE MOST OUT OF YOUR TOPDOCS ACCOUNT
Date: Wednesday, 10 April 2019
Time: 2:00pm – 2.30pm AEST
Cost: Free
Presenter: Brett Davis, Technical Services Manager, Topdocs

Learn how to best utilise the many time saving features of our online ordering facility by registering for this monthly webinar! Our team will show you how to:

use our BGL, Class, SuperMate and XPM integrations
have your ABN | TFN applications populated free of charge when you order new companies, trusts and SMSFs
order multiple documents at once
as well provide you with a brief overview of our comprehensive range of documentation.
LIFE CYCLE OF A DISCRETIONARY TRUST FROM ESTABLISHMENT TO VESTING - KEY ASPECTS TO CONSIDER
Date: Tuesday, 30 April 2019
Time: 2:00pm – 3.00pm AEST
CPD: 1 hour
Cost: Free
Presenter: Nicola Pearce, Associate, Topdocs Legal

In this complimentary CPD accredited webinar, Nicola Pearce, Associate at Topdocs Legal, will examine the key considerations and practicalities paramount in each stage of the life of a discretionary trust, in particular focussing on the following:

The establishment of the trust, including discussion on the particular roles within the trust such as specified beneficiaries, settlor, appointor/guardian and trustee;
Trustee distribution minutes;
Changing control of a trust, including:
Changing trustees - succession considerations and stamp duty concerns if property held in NSW and/or ACT
Changing appointors – eligibility and succession considerations
Vesting a trust