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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:

DEALING WITH INCREASING SCRUTINY OF SMSF INVESTMENT STRATEGIES
Date: Wednesday, 21 April 2021
Time: 2:00pm – 2.30pm AEST
CPD: 0.5 hours/0.5 points
Cost: Free
Presenters: Michael Harkin, National Manager for Training & Advice, Topdocs
Shelley Banton, Head of Education, ASF Audits

No matter what your views on investment strategies may be, the fact remains that every SMSF needs one, and the one in place needs to meet the requirements of the Fund’s auditor and the ATO.

Having seen increased focus applied to SMSF investment strategies in 2019 and in 2020, what further scrutiny do we expect to see in 2021?

Join Michael Harkin, Topdocs’ National Manager for Training and Advice, and our special guest, Shelley Banton, Head of Education, ASF Audits, as they discuss the triggers which will likely see that scrutiny increase, including:

  • ATO ongoing focus on investment strategies;
  • case law impact on auditors;
  • what auditors are looking for when reviewing an investment strategy
  • auditor independence rules = newly appointed auditors = possibly different standards of acceptance,

with consideration of the essentials of an effective SMSF investment strategy.

STRUCTURING SMSF DEATH BENEFITS TO REDUCE RISK – LESSONS LEARNT FROM THE COURTS
Date: Wednesday, 26 May 2021
Time: 2:00pm – 3.00pm AEST
CPD: 1 hour/1 point
Cost: Free
Presenter: Michael Harkin, National Manager for Training & Advice, Topdocs

Reducing the risk of client estate planning errors is an important role for advisers to play, particularly as we are seeing a regular increase in case law resulting from superannuation death benefit disputes.

Join Topdocs’ National Manager for Training and Advice, Michael Harkin in a webinar to:

  • explore a range of SMSF relevant cases;
  • consider how SMSF trustees and their advisers can learn from the growing case law; and
  • determine the actions that must be taken to minimise the errors and mitigate disputes which often result in court action.