22/10/2026
Earn CPD and register for our FREE monthly SuperGuardian educational webinars!
In August 2026, the Government announced a range of proposed measures relating to the establishment of SMSFs, with one of the key measures being the requirement to provide an investment strategy upfront. As the SMSF sector has matured, appropriate fund documentation has become increasingly critical to ongoing compliance.
In this upcoming webinar, Tim Miller from Smarter SMSF will walk through the core documents every SMSF must have, along with the additional documents a fund may accumulate over time. Ensuring alignment between company constitutions, trust deeds, pension contracts, and death benefit nominations is just part of the picture.
Learning outcomes
At the end of this session, attendees will have an appreciation for:
- The key considerations of a Trust Deed including when it should be updated.
- Formulating and giving effect to the fund's investment strategy.
- The documents every fund needs but possibly doesn't focus on with any great detail.
- The core document suite that defines income streams and final benefit payments.
Thursday 12th November 12:30pm – 1:30pm AEST
Register for FREE here and earn CPD by participating in the "Are Your SMSF Clients Maintaining Appropriate Documentation" webinar: https://us02web.zoom.us/webinar/register/WN_rEz4LoHiSLmJHk_mC1tTGg
Reminder: CPD credit of 1 hour will only be awarded upon completion of the webinar, so please ensure you attend the entire session.
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