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:

AUTOMATE YOUR DOCUMENT ORDERING WITH BGL & TOPDOCS
Date: Thursday, 22 August 2019
Time: 2:00pm – 2.30pm AEST
Cost: Free
Presenter: Michael Spakman, Director, Topdocs

See for yourself why so many BGL users choose Topdocs for their legal documentation.

Topdocs’ industry leading integrations with Simple Fund 360 and CAS 360 make ordering your SMSF and corporate documentation incredibly easy!

Register for this complimentary webinar and we will show you how you can:
update your SMSF deeds without completing a single application form;
populate a complete range of SMSF documentation with the Fund details from your Simple Fund 360 account;
populate your company and trust establishment order forms with your CAS 360 contacts; and
have your new companies and discretionary trusts automatically set up in CAS 360 including the linking of existing CAS contacts.

We will also demonstrate our amazing ABN | TFN integration which fully populates your ABN | TFN application for your SMSFs, companies and trusts every time you set up a new structure.

SMSF ESSENTIALS – PLANNING FOR DEATH AND INCAPACITY
Date: Wednesday, 28 August 2019
Time: 2:00pm – 3.00pm AEST
CPD: 1 hour/ 1 point
Cost: Free
Presenter: Michael Harkin, National Manager for Training & Advice, Topdocs

Estate Planning in SMSFs has never required greater attention to detail. An aging member base of SMSFs draws to our attention the need to address incapacity to ensure the smooth continuation of an SMSF when a member is unable to manager their own affairs.  With the introduction of the transfer balance cap, coupled with an increase in litigation relating to BDBNs, the need to ensure appropriate, valid documentation has been drafted is a further necessity.

So what are the key considerations your clients should be making when planning for their incapacity and death?

To find out, join Topdocs’ National Manager for Training and Advice, Michael Harkin, as he explores the topics of estate planning and incapacity in super, focusing on the practical steps your clients should take to ensure their desired outcomes are reached.  In particular, Michael will focus on:

The effects of the transfer balance cap on reversionary pensions and BDBNs
An examination of what takes precedence  BDBNs or Reversionary Pensions
Member Benefit Guardians as a death benefit protection mechanism
The role of Enduring Powers of Attorney in your SMSFs
The important of having a Will in place and what happens when you die without a Will in place
The role of your client’s trust deed in their SMSF estate planning