Legal Liability of SMSF Auditors - 5 program video webinar series
Date/Time
01/10/2019
About the webinar series
Legal Liability of SMSF Auditors - 5 program video webinar series 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
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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.
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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.
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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.
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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.
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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.
Presented By
Jeremy Peck
Moray & Agnew
Sharlene Anderson
Director, Veritas
Belinda Aisbett
Director, Super Sphere Melbourne, Vic
Shelley Banton
Executive General Manager, ASF
Belinda Aisbett
Director, Super Sphere Melbourne, VicEnquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Team – contact Darren Steele on (03) 8601 7719 or email: [email protected]