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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:

NO ORDER FORMS REQUIRED - UPDATE YOUR SMSF DEEDS USING BGL, CLASS OR SUPERMATE
Date: Wednesday, October 24, 2018
Time: 2:00pm – 2.30pm AEDT
Cost: Free
Presenter: Michael Spakman, Director, Topdocs

If we said you could update your SMSF trust deeds without completing a single order form, would you believe us?

Topdocs has developed industry first integrations with BGL Simple Fund, Class and SuperMate which make the process of updating your SMSF trust deeds unbelievably easy.

In this complimentary webinar, we’ll show you how these great integrations can take away the pain of updating your trust deeds in bulk, as well as:
our unique marketing materials that we can provide to you free of charge, to assist in the take up of your deed update project; and
our legal services, including the full legal review and sign off on every update you order.
HOW EFFECTIVE IS YOUR PENSION DOCUMENTATION?
Date: Wednesday, October 31, 2018
Time: 2:00pm – 3.00pm AEDT
CPD 1 hour/ 1 point
Cost: Free
Presenters: Michael Spakman, Director & Michael Harkin, National Manger, Training and Advice

Now more so than even there is a lot more to pension documentation than simple letters and minutes.

In this comprehensive webinar, discover the industry leading range of pension documentation that Topdocs offers whilst being provided with the technical and practical explanations of how these documents can provide value and protection for you and your clients.

Topics discussed will include:

Resetting and commuting existing pensions and the circumstances where this is appropriate and/or advantageous
Reversionary beneficiary nominations and circumstances where you can amend a nomination during the course of a pension without the need to reset it
Dealing with reserves potentially created by complying pensions
Efficient and effective methods for documenting lump sum and minimum pension payments for clients with multiple income streams
Creating pension commencement documentation using your Simple Fund 360, Class or SuperMate Fund data