Weekly SMSF Video Series for Accountants and Financial Advisers

Learn how to tackle tricky enquiries and help your clients.

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Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.

The information we share here is NOT available to the general public.

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Advisers Digest #89

In this video:

[Can A Family Trust Make Contributions On Behalf Of A Beneficiary?] 

The first question is around a family trust making superannuation contributions on behalf of a beneficiary. We'll talk about the problems with that and what you got to do to make it work.

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2nd video: [Pension Member Dies During The Year And Minimum Pension Not Paid]  

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Need More CPD Hours By The End of December? 
Pick-and-Choose CPD Training Packages 

Are you time-poor but urgently in need of CPD hours by the end of December?

With the end of year fast approaching, we know that the pressure is on to meet your CPD training requirements for the year.

Whether you are a practising accountant or SMSF auditor, we can arrange bespoke CPD training packages specific to your requirements to give you the CPD training you need.

Live Webinar in December
Getting Your Trust Documentation Right (1 Hour CPD)

Recently, concerns have been raised about the high number of trusts where the deeds are not effectively executed - often because the documents are produced online. 

It is essential to have deeds effectively executed for the sake of both your clients and reputation -  and that’s why I am hosting the live webinar ‘Getting Your Trust Documentation Right’ next month for you. 

 From 11-12PM (Sydney, Canberra, Melbourne Time) on Thursday the 19th of December, I will be running a live webinar designed to help equip you to execute trust deeds successfully and review your current documentation for common errors that are often overlooked. 

This webinar will also count as 2 hours of CPD. To find out more or register for this exciting webinar, please click here