Webinar – Don’t neglect your SMSF documentation needs

If there’s a common denominator in most SMSF conflicts that end up in the Court system it’s usually the fund/member documentation, or lack thereof.  Whether it’s missing documents, documents that are in direct conflict with each other, non-adherence to terms stipulated within certain documents or just meaningless documents, it’s an area that needs greater scrutiny and ongoing maintenance.

In this webinar, Tim Miller from Smarter SMSF will identify key events that require documentation based on legislative requirements as well as those that are predominantly transactional based, the importance of ensuring documents is prepared by appropriately qualified parties, as well as record keeping and signing requirements. 

Learning Outcomes
At the end of this webinar, participants will have an appreciation for:
· The importance of ensuring a funds governing rules are fit for purpose.
· The must have documents for all SMSFs.
·The documents that cause the greatest conflict.
· The need to review documents on a regular basis.

Presenter: Tim Miller

Cost: Free

Date: Tuesday 21st May

Time: 12:30 pm – 1:30pm AEDT

Tim Miller

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.