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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:
HAVE YOUR NEW COMPANIES, TRUSTS AND SMSFS AUTOMATICALLY SET UP IN XPM
Date: Wednesday, 17 July, 2019
Time: 2:00pm – 2.30pm AEST
Cost: Free
Presenter: Brett Davis, Technical Services Manager, Topdocs

Did you know that Topdocs has an end-to-end integration with Xero Practice Manger (XPM)?

Our time saving XPM integrations enable you to:
have your new companies, trusts and SMSFs automatically created in your XPM account when you order your establishment documents with Topdocs
Pre-populate a comprehensive range of company, trust and SMSF document order forms with the data in your XPM account, greatly reducing ordering time
If you use XPM as your practice management software, register for this complimentary webinar to see how we can greatly reduce the time it takes for you to order your legal documents and create new structures in XPM.
SMSFS – PLANNING FOR THE YEAR AHEAD
Date: Wednesday, 24 July 2019
Time: 2:00pm – 3.00pm AEST
CPD: 1 hour/ 1 point
Cost: Free
Presenter: Michael Harkin, National Manager for Training & Advice, Topdocs

Join Michael Harkin, Topdocs’ National Manger for Training and advice, for this practical webinar where we will explore a range of planning considerations for your client’s SMSFs for the new financial year.

Areas to be covered include:
Allocating benefit payments
Optimum time to commence a pension
Reversionary pension traps
TRIS conversions
TBAR reporting considerations
Catch-up contributions
Downsizer contributions