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SMSF horror stories presentation

Published on 07 May 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • ATO statistics
  • borrowings (s.67)
  • in house assets (s.82-85)
  • loans to members (s.65)
  • early access (Reg 6.17).

Author profile

Shirley Schaefer
Shirley is an auditor by training and a SMSF expert by choice. Shirley is a regular speaker at SMSF & Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide. She is an Accredited Specialist Adviser and Accredited Specialist Auditor of the Self Managed Superannuation Fund Professionals Association of Australia (SPAA): a Fellow of the Association of Superannuation Funds Australia (ASFA); a Fellow of the Institute of Chartered Accountants in Australia (ICAA) and a Registered SMSF Auditor - Current at 01 June 2018
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This was presented at 48th South Australian Convention .

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The ATO’s approach to 2015-16

Author(s):  Andrew MILLS

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