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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:

SUPERANNUATION AND DEATH: EFFECTIVE STRATEGIES FOR THE DIRECTION OF MEMBER BENEFITS ON DEATH
Date: Wednesday, 27 February 2019
Time: 2:00pm – 3.00pm AEDT
Cost: Free
Presenter: Michael Harkin, National Manager for Training and Advice

Estate Planning in SMSFs has never required greater attention to detail. The impact of the Transfer Balance Cap as well as an increasing amount of litigation around BDBNs has resulted in a greater emphasis on the trust deed for the Fund and the strategies it permits.

In this webinar, Michael Harkin, Topdocs’ National Manager for Training and Advice, will examine a range of considerations and potential issues surrounding the structuring of member death benefits, including:

planning for death and dealing with eventual benefit payments
the impact of Transfer Balance Caps and Total Superannuation Balances on death benefit planning 
pension and accumulation account structuring to direct benefits to appropriate recipients
pension reversion changes and the options available, including amending reversionary nominations during the course of the pension without the requirement to reset 
BDBNs and complex structuring
required deed provisions and the risks associated with deficient trust deeds
Testamentary and Super Proceeds Trusts
GET THE MOST OUT OF YOUR TOPDOCS ACCOUNT
Date: Wednesday, 13 March 2019
Time: 2:00pm – 2.30pm AEDT
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.