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:
Friday, 18 January 2019
Time:
2:00pm – 2.30pm AEDT
Cost:
Free
Presenter:
Michael Spakman, Director, 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.
HOW EFFECTIVE IS YOUR PENSION DOCUMENTATION?
Date:
Wednesday, 23 January, 2019
Time:
2:00pm – 3.00pm AEDT
CPD:
1 hour/ 1 point
Cost:
Free
Presenters:
Michael Spakman, Director & Michael Harkin, National Manager, 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
Super Fund Borrowing 
Super Fund Establishment 
Company 
Trust 
Estate Planning