21 Jul 2022

  • 12.30pm - 1.30pm AEST


When 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.


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