Ulton Partners, Kylie Wright and Bernard Whebell presented a SMSF Trustee Webinar “SMSF Smart” which was well received by those that attended. Comments included “Great experience for remote clients”, “Unable to sit and watch the presentation but literally had Kylie & Bernard in my pocket as I performed my duties - so good to be able to catch up later” and “Clearly presented”. Kylie (our Wealth Management Partner) presented on a range of topics that will face most SMSF Trustees and Bernard (our Audit Partner) talked through some recent court cases which illustrate the importance of a rigorous audit.
Watch the video to find out more or speak to our Ulton Wealth Management team.