Legal Liability of SMSF Auditors - 5 program video webinar series

Webinar Series,Superannuation and SMSF audit,Legal Liability of SMSF Auditors - 5 program video webinar series
Legal Liability of SMSF Auditors - 5 program video webinar series
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 ABOUT THE VIDEO WEBINAR SERIES
Recent high-profiles cases have arguably redefined the role of the SMSF auditor and raised the bar on auditor duties and responsibilities. In a series of five programs, hear the experts unpack these groundbreaking decisions and how auditors can best minimise their legal risks in this new landscape. It also examines how to best navigate an audit by the regulator, with insights directly from Australian Tax Office.


Training for as many staff as you want - no additional cost!
 

A single purchase entitles your company to access the five one hour video webinars online as you require them for as many training sessions and for as many staff as you want in the twelve months from the date the video webinars are available.


The Programs
 

  1. Raising the Bar: The New Era in Auditor Liability and the Duty of Care - Recent case law developments have impacted the duty of care an auditor has when conducting an audit. Understanding the extent of this duty and the practical implications of these significant cases is the focus of this session.
     

  2. Asset Valuations Post Baumgartner - A key outcome of the recent decision in Ryan Wealth Holdings v Baumgartner was the importance of accurate recording and valuation of assets. This session looks at the practical implications for auditors.
     

  3. Shouldering the Weight of the Investment Strategy: A Heavy Burden for SMSF Auditors - Recent case law has provided a stark warning to SMSF auditors: ignore the investment strategy at your peril. It seems an auditor will now have to shoulder the responsibility where an investment strategy is inadequate or hasn't been given effect by the trustee. How the auditor reviews the investment strategy in this shifting landscape is the subject of this session.
     

  4. The Sole Purpose Test and the Fund Auditor - Difficulties can arise at the margin in application of the sole purpose test. This session looks at the position post Aussiegolfa with a practical focus on the auditor’s role in considering whether the fund complies with the sole purpose test.
     

  5. Auditing the Auditors: What to do when the Regulators Comes Knocking - The regulator has ramped up investigations on SMSFs auditors, with the ATO now only providing one day’s notice that they will be reviewing an audit file.  This practical session, jointly presented by the ATO and an SMSF auditor, looks at how to best manage and respond to an ATO review.

 THE FACULTY

Jeremy Peck, Partner, Moray & Agnew, Melbourne

Sharlene Anderson B. Bus (Hons), CA, Registered Company Auditor

Belinda Aisbett, Director, Super Sphere, Melbourne

Shelley Banton, Executive General Manager, ASF Audits, Newcastle

Kellie Grant, Director of SMSF Auditors Portfolio, ATO, Melbourne

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 WHAT YOU GET

This video webinar series includes the following components:

  • Online access to the 5 one hour video webinar programs covering the subjects listed above

  • Online access to the technical support papers and/or powerpoint presentations accompanying each program

 
 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email: jenna@tved.net.au



© Television Education Network Pty Ltd 2020

Product Code: SMSFAUD19
 Price:  $1,210.00 (Inclusive of GST)