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SMSF Smart

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.
If you would like a copy of the webinar slides, please click here to download.