Live Webinar: The SMSF Auditor`s Role When Trustees Get It Wrong

 

Date:  Tuesday 13th February 2018 – Online:
Vic, NSW, ACT, Tas: 11am to 1pm 
SA:  10:30am to 12:30pm  WA: 8am to 10am 
NT: 9:30am to 11:30am  Qld: 10am to 12noon

 ABOUT THE WEBINAR
The nature of an SMSF means that trustees will not always have the skill base of other fund trustees. Mistakes will be made. This session examines different levels of mistakes by trustees and how the auditor should respond to them.

  • Common mistakes made by SMSF trustees including:
    • sole purpose test breach
    • investments in wrong name
    • ensuring right amount of pension is paid
    • staying within in-house asset rules
    • separation of assets
    • exceeding contributions caps
    • withdrawal and deposit errors
  • Auditor’s duties when trustee makes mistakes - does it vary according to seriousness?
  • Genuine mistake or intentional act – is this relevant?
  • Technical SIS breaches that are not serious – how should the auditor respond?  When is an ACR required and when can it be avoided?
  • Mistakes unrelated to SIS compliance
  • Role of the management letter
  • Does the auditor have an educative role?
 PRESENTER
Our presenter

Belinda Aisbett, Director, Super Sphere, Melbourne

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 self managed super funds.

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 Toolkit 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 SPAA, chairperson of their audit discussion group, and a member of the SPAA education committee.

 WHO SHOULD ATTEND?

This webinar is suitable for SMSF auditors throughout Australia. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours. This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBMFEB18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.