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Recorded Webinars

Recorded Webinar: Auditing Super Death Benefits and Pensions - Avoiding the Traps

As an increasing number of SMSFs are having members move towards pension phase, there are a number of traps that can occur and need to be flagged. This practical session looks at these traps and also at recent reforms that were introduced in response to COVID-19, as well as other
PRESENTED BY Rohan Mansfield Principal - LDB Group , Melbourne

Date/Time

About the Webinar

As an increasing number of SMSFs are having members move towards pension phase, there are a number of traps that can occur and need to be flagged. This practical session looks at these traps and also at recent reforms that were introduced in response to COVID-19, as well as other practical issues auditors need to consider when reviewing pensions. It covers:

  • Temporary reduction of drawdown requirements for account-based pensions:
    • How to work out the reduced minimum annual payment
    • Treatment of pension payments and lump sum payments
  • Checking the condition of release has been complied with
  • Documenting start of pension and commutations start date is correct
  • Correct valuation of pension in financial statements
  • Checking exempt current pension income is correct
  • Checking pension payments have actually been paid and other requirements met
  • Reviewing legacy documents on file
  • Case study – audit checklist on pensions

Presented By

Rohan Mansfield
Principal, LDB Group Melbourne, Vic

Rohan commenced with LDB Superannuation Services in July 2018 after spending 17 years working with one of Australia’s largest accounting firms in their superannuation division.

Rohan provides superannuation accounting and advisory services to self-managed superannuation fund (SMSF) trustees. He specialises in giving advice to trustees in relation to contributions, pensions and investments.

He does regular public speaking on superannuation topics and has presented for organisations such as CPA Australia, TEN The Education Network and Legalwise.

Rohan is a SMSF Specialist Advisor, holds a Bachelor of Economics, majoring in accounting, and is a qualified Chartered Accountant.

Who 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]

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