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 #91

In this video:

[Can A BDBN Satisfy The Requirements Of A “Reversionary Pension”?] 

The first question is on BDBN's and whether or not a BDBN would suffice for a reversionary pension. We’ll run through a little bit about the difference between reversionary, auto reversionary and non reversionary all together.

Want to watch the full video?

The full video includes:

2nd video: [Does A Deposit Bond Comply With SIS?] 

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Live Webinar This Thursday (19 Dec)
Getting Your Trust Documentation Right (2 Hours of CPD)

It seems increasingly apparent that the deeds of a vast number of trusts are not effectively executed, especially when the documents are produced online.

It is essential to have deeds effectively executed for the sake of both your clients and reputation.

This webinar will be full of crucial tips and tricks designed to help equip you to execute trust deeds successfully and review your current documentation for common errors that are often overlooked.

When is it? From 11-12PM (Sydney, Canberra, Melbourne Time) on Thursday the 19th of December.

Does it count as CPD training? Yes - the webinar will count as two hours of CPD training!

Need More CPD Hours By The End of December? 
Make Up Your Hours Through Our Online CPD Training

Are you short on your CPD hours and need to catch up on hours by the 31st of December? 

Whether you are a practising accountant or an SMSF auditor, we will give you a bespoke programme that gives you the exact number of hours that you need to be completed with a certificate for your CPD hours for the 2019 year or the 2019 triennial.

If you are an SMSF auditor, needing 4 hours of Financial Statement Preparation, we also have this training for you.

< Click here to learn about the special CPD packages here >