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Compliance and audit issues facing SMSF's presentation

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Published on 26 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • market valuations and the audit evidence required
  • investment strategy requirements and the audit review
  • exempt pension deduction claims and pension obligations
  • LRBA issues.

Author profile

Belinda Aisbett
Belinda Aisbett is a Director of Super Sphere Pty Ltd, a specialist self-managed superannuation company, where she is responsible for providing audit, consulting and training services in relation to SMSFs. Belinda established Super Sphere in 2003 to specialise in SMSF auditing and audit-related services, and is responsible for auditing around 1,000 funds per year. This is in addition to providing an SMSF audit tool kit to other auditing professionals and undertaking numerous training engagements each year. Belinda is a member of the ICAA, and holds a Bachelor of Business (Accounting). Belinda is also a specialist member of SMSF Professionals' Association of Australia (SPAA), chairperson of their audit discussion group, and a member of the SPAA education committee. - Current at 11 June 2013
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This was presented at 11th Annual Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Major devevelopents impacting SMSFs since March 2013

Author(s):  David BUSOLI

Materials from this session:

Practical implications of the new regulatory framework for accountants and SMSF advisors

Author(s):  Nidal DANOUN

Materials from this session:

Insurance in the context of superannuation

Author(s):  Craig DAY,  Jeffrey Scott

Materials from this session:

Compliance and audit issues facing SMSFs

Author(s):  Belinda AISBETT

Materials from this session:

The ATO role in the administration of superannuation

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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