Daniel is a Director of Veritas Audit and member of CPA Australia. Daniel has a background of investigation and evidence gathering in the UK. Having moved to Australia he graduated with Bachelor of Laws (honours) and Masters of Accounting from Bond University. Daniel has been an auditor since 2006 and is a registered company auditor but has chosen to predominantly specialize in SMSF's. Daniel has acted on the policy development committee for SISFA and has previously presented for CPA, IPA and Television Education Network.
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Recorded Webinars
Recorded Webinar: SMSF Asset Valuations: Documentation Essentials
Whilst the ATO may have modified their approach on the extent of audit evidence considered sufficient to support the market value of certain fund assets, inadequate and missing market value documentation remains one of the main reasons SMSF auditors are being referred to ASIC. Thi
PRESENTED BY
Daniel Prunty
Director -
Veritas Audit
, Gold Coast
Date/Time
About the Webinar
Whilst the ATO may have modified their approach on the extent of audit evidence considered sufficient to support the market value of certain fund assets, inadequate and missing market value documentation remains one of the main reasons SMSF auditors are being referred to ASIC. This session provides guidance on documenting market value audit evidence, including:
- Fund events that require valuations
- What information should be included in a real estate agent’s kerbside valuation?
- When should an independent valuer’s opinion be obtained?
- How often and from whom, should valuations be obtained for various asset classes?
- Use of website comparable sales provided by trustee – what further documentation should be obtained?
- Do valuation requirements differ if a fund is in accumulation or pension mode?
- Are trustees, accountants, auditors and ATO expectations aligning?
- Practical examples of audit file evidence for:
- residential property
- commercial property
Presented By
Daniel Prunty
Director, Veritas Audit Gold Coast, QLDWho 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 Information
Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
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: [email protected]