Reviewing the key documents in place for your SMSFs can provide you with a perfect opportunity to have a meaningful, strategic conversation with your clients and create substantial revenue opportunities for your firm.
In this webinar, Topdocs’ National Manager for Training and Advice, Michael Harkin, will provide you with a practical framework to perform health checks on your SMSFs, including a detailed analysis of the following documents in the SMSF’s permanent file:
- Trust Deed
- Changes of Trustee
- BDBNs and other binding instruments
- Pension Documentation
- Investment Strategy in line with the ATO requirements
- Enduring Powers of Attorney
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Super Fund Borrowing 
Super Fund Establishment 
Company 
Trust 
Estate Planning