Cooper Grace Ward Structures - Complimentary Webinar Series 2026

Complimentary webinar series 2026

The team at CGW Structures is excited to invite you to the next two instalments of our ongoing webinar series. 
 
The series is designed around the needs of accountants and advisers who assist their clients in establishing companies, trusts, SMSFs and other structures.
 
Each webinar runs for an hour and is offered at no charge. Read on for more detail about the latest topics in the series or register now.

Please also forward this invitation to anyone in your network you feel would benefit from our webinar content.
 
We hope you can join us for these informative sessions!

Webinar one

Family trust deeds and appointor clauses

The role of an appointor (also known as a principal or guardian) can be vitally important in a modern family discretionary trust.
 
Although this position is created entirely by the trust deed, many people are unfamiliar with what their trust deed actually says regarding the appointor’s powers, how they can act and how the role is transferred. 
 
Join our expert legal team, Clinton Jackson and Keeghan Silcock, as they dissect the intricacies of appointor clauses in family trust deeds, drawing from situations where we have seen unintended disputes or outcomes. 

This webinar will cover:

• understanding the function and significance of appointor clauses in family trusts

• practical considerations when working with appointor clauses in trust deeds

• how multiple appointors act

• dos and don’ts for passing on the appointor role.

This session is essential for trustees, family advisers and professionals involved with family trusts who want to deepen their knowledge and ensure best practice compliance.

Secure your spot today and gain practical insights to confidently navigate family trust deed complexities.

Webinar two

Documenting pensions in self-managed superannuation funds

Pensions are very common in SMSFs, and having proper pension documentation is essential for compliance and effective management.
 
However, when advising on SMSF pensions, we often find that the documents are insufficient, missing or do not say what people expect.
 
Join Scott Hay-Bartlem for an in-depth webinar on documenting pensions within SMSFs, including:

• what your SMSF trust deed must say about pensions

• key issues to be addressed in pension documentation

• common pitfalls and traps to avoid

• understanding reversionary beneficiaries and how to properly document them

• the differences between reversionary pensions and binding death benefit nominations (BDBNs).

This webinar is ideal for SMSF trustees, advisers and legal professionals seeking clarity on pension documentation and best practices to safeguard fund interests.
 
Secure your place today for expert guidance from Scott Hay Bartlem.

The webinars will be recorded, with a link to the recording circulated to all registrants afterwards.

We hope you are able to join us.

Scott Hay-Bartlem

Partner

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Clinton Jackson

Partner 

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Keeghan Silcock

Senior Associate

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