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Recorded Webinars

Recorded Webinar: Auditing SMSFs with Pensions Post Super Reforms

In a post-super reform landscape, the role of the auditor in monitoring funds with pensions has become more complex. This session examines the key reforms with a focus on how the role of the auditor has changed. It covers: Monitoring $1.6 mill
PRESENTED BY Rohan Mansfield Principal - LDB Group , Melbourne

Date/Time

About the Webinar

In a post-super reform landscape, the role of the auditor in monitoring funds with pensions has become more complex. This session examines the key reforms with a focus on how the role of the auditor has changed. It covers:

  • Monitoring $1.6 million pension cap for pension phase accounts

  • Understanding what happens on death - can the reversionary pension be paid and what is the receiver’s pension cap?

  • Review of assets used to support TRIS pension

  • Commutation of pensions and whether properly accounted for?

  • Early release of pension entitlements - what documentation do you need?

  • The new events-based reporting framework - what it means for the auditor

  • Pension structuring in the new super landscape - trips and traps for the auditor

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.

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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