21 Jul 2022
- 12.30pm - 1.30pm AEST
DescriptionWhen it comes to Investment Strategies & Pensions – what are the latest focus areas for accountants?
Two areas which continue to receive regulatory attention are Investment Strategies and Pension Documentation.
In this webinar, we’ll explore:
- the common problem areas with investment strategies,
- what to do when the auditor isn’t happy with a fund’s strategy
- the ways in which pension commencements can be documented when the starting value is not yet known,
- why and when a product disclosure statement may be needed,
- the appropriate methods for signing pension documentation,
- other risk areas, and how Heffron can help
- Accountants and administrators preparing SMSF accounts
- Not relevant to advisers, auditors or trustees.
By registering for this event you agree to receive communications from Heffron and any partners we may engage for this event. If you do not wish to receive these communications please email firstname.lastname@example.org