Second Annual Melbourne SMSF Audit Conference

Our annual SMSF audit conference (held at the Gold Coast in July every year) draws SMSF auditors from across the country. It is one of our most popular conferences and that is why we are repeating this event in Melbourne in November 2019 for all those who couldn’t get to the Gold Coast. Recent high-profiles cases have arguably redefined the role of the SMSF auditor and raised the bar on auditor duties and responsibilities. This year’s conference unpacks these ground-breaking decisions and how auditors can best minimise their legal risks in this new landscape. The conference also provides a regulatory update from the ATO, as well as a deep dive into how to audit SMSFs with pensions post super reforms.

Legal Liability of SMSF Auditors: Minimising Your Risk

• Raising the Bar: A New Era in Auditor Liability and the Duty of Care?

• Asset Valuations Post Baumgartner

• Shouldering the Weight of the Investment Strategy: A Heavy Burden for SMSF Auditors

• The Sole Purpose Test and the Fund Auditor

Challenges in Conducting the Audit

• Auditing SMSFs with Pensions Post Super Reforms

• Steering a Rudderless Ship: Auditing SMSFs Following Member Death or Incapacity

• Investigating Tricky Transactions - Red Flags the Auditor Must Heed

SMSF Auditors and the Regulators

• Auditing the Auditors: What to do when the Regulator Comes Knocking

• Insights from the ATO: What’s in Store for 2019/20?

• SMSF Audit Question and Answer Session

The SMSF Auditor Skill Set

• Auditor Scepticism - Sharpening the Auditor’s Core Skill Set

• SMSF Audit Documentation as a Risk Management Tool