Documentation….you can’t have an SMSF without it yet its need, creation, signing requirements and retention are still cause for much confusion within the industry. In our March webinar we highlighted the importance of a number of key documents relating to the death of a member, such as the Trust Deed, the nomination of beneficiaries and pension documents, but they are just the tip of the iceberg. Whether it is member applications, product disclosure statements, trustee consent and declarations, investment strategies, financial statements or the recording of other events there is always something to be documented.
In this webinar we will identify the documents that we are questioned about on a daily basis and from that list we will identify which of those documents are mandated by law, which of those documents can be signed digitally and who should be signing the documents. Further to that we will consider some trustee best practices to ensure that they keep on top of their documentation requirements and needs and ensure that their documents meet their needs.
Leaning Outcomes:
At the end of this webinar, participants will have an appreciation for:
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Presenter: Tim Miller
Cost: Free
Date: Thursday 27th April
Time: 12:30 pm – 1:30 AEST
SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.
Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.
Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.
AFSL 485643
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