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Recorded Webinars
Recorded Webinar: The SMSF Trust Deed – Understanding Where the Red Flags Are (
Auditors may understand the importance of the trust deed but may not always appreciate the degree of importance of key content data. This session looks at the key risk areas in the trust deed and what they mean for the auditor, including: What is sufficien
PRESENTED BY
Shelley Banton
Executive General Manager, ASF
Date/Time
About the Webinar
Auditors may understand the importance of the trust deed but may not always appreciate the degree of importance of key content data. This session looks at the key risk areas in the trust deed and what they mean for the auditor, including:
- What is sufficient due care in interpreting provisions of deed?
- Examining deed to determine trust structure
- Understanding the powers vested in a trustee
- Ensuring the deed has necessary authorizations
- Ensuring fund meets requirements of s62 SIS Act and other key sections
- What does the deed say about payment of death benefits?
- Has the death benefit gone to the right person?
- Death benefits versus reversionary pensions – what is in the deed?
- Ensuring that deeds and their amendments are executed properly
- Understanding whether the deed needs to be updated
- Case studies
Presented By
Shelley Banton
Executive General Manager, ASFWho 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]