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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:

WHY USE THE TOPDOCS SMSF COMPLIANCE SUITE?
Date: Wednesday, 10 March 2021
Time: 2:00pm – 3.00pm AEDT
Cost: Free
Presenters: Michael Spakman, Director, Topdocs
Michael Harkin, National Manager, Training & Advice, Topdocs

Topdocs’ SMSF Compliance Suite ensures your SMSFs are always up to date and compliant by providing you with unlimited access to Topdocs’ award winning range of SMSF Compliance documentation.

With ever increasing scrutiny on investment strategies by the ATO, continued litigation around SMSF death benefits stemming from inadequate documentation, and more stringent documentation requirements for accounting firms arising from the need to outsource audits, it is becoming clear that the use of pro forma compliance documentation is an area of high risk for SMSF professionals.

Join Topdocs’ Michaels – Michael Spakman and Michael Harkin as they examine the key SMSF Compliance documentation that comprises the SMSF Compliance Suite, and how each package can provide your firm with the opportunity to provide a best in market SMSF administration solution that ensures your SMSFs are always up and date and compliant.

In particular they will be examining:

What is the Topdocs SMSF Compliance Suite?
How does it help you provide a best in market administration solution?
Risks with pro-forma documentation
Investment strategies
Pensions, trust deeds and litigation
The benefit of SMSF members having EPOAs in place
SMSF TECHNICAL UPDATE
Date: Wednesday, 17 March 2021
Time: 2:00pm – 3.00pm AEDT
CPD: 1 hour/1 point
Cost: Free
Presenters: Michael Harkin, National Manager, Training and Advice, Topdocs
Peter Burgess, Deputy CEO, Director of Policy & Education of the SMSF Association

Join us for a discussion of topical issues in superannuation, which we will cover in two parts:

Cost of Operating an SMSF Research Findings

Part 1 of the webinar will comprise a presentation by our guest speaker, Peter Burgess, Deputy CEO, Director of Policy & Education of the SMSF Association, which will outline the key findings of the recently undertaken research on the cost of operating an SMSF, including materials available to be used by advisers in their practices.

SMSF Technical Update

In part 2 of the webinar, Topdocs’ National Manager for Training and Advice, Michael Harkin, will provide an update on a range of technical issues which are either currently impacting SMSF trustees and their advisers, or potentially will impact in future, including:

  • Legislative update
  • 6 member SMSFs
  • Transfer balance cap indexation
  • Potential legacy pension changes
  • Spouse contributions - age limits
  • Non-concessional contributions and the bring forward rule
  • SMSF engagement letter inclusions
  • Unit trust investment considerations
  • Flow-on effect of Auditor independence requirements