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Individual Podcasts

Access Dilemmas in Your SMSF - Getting it Right and Avoiding Penalty

Money and assets in a superannuation fund must be preserved until certain conditions are satisfied. The consequences of illegal access can be severe. This session explores the various ways in which superannuation benefits can be accessed legally using case studies and explains wha

Date/Time

About the Podcast

Money and assets in a superannuation fund must be preserved until certain conditions are satisfied. The consequences of illegal access can be severe. This session explores the various ways in which superannuation benefits can be accessed legally using case studies and explains what penalties can ensue in the case of illegal access.

Featuring: Shirley Schaefer, BDO, Adelaide

[29.17 minutes] [0.48 CPD hours]

Presented By

Shirley Schaefer
Partner, BDO Adelaide, SA

Shirley is an auditor by training and a SMSF expert by choice. Shirley leads the Superannuation team, at BDO in South Australia. She is a recognised industry expert and a passionate advocate of her clients, team and industry.

Shirley is a regular speaker at SMSF & Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide. Shirley is the winner of the multiple national SMSF and SMSF audit awards.

CPD Information

0.00 CPD Hours

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