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Recorded Webinars

Recorded Webinar: Auditing SMSFs Involvement with Trusts

SMSFs may have investments in or have entered into transactions involving a trust. As trusts can take on various forms of structure (i.e.. listed, unlisted, related, etc.), the audit requirements will vary, depending on the facts of each situation. This session explores the audit
PRESENTED BY Shirley Schaefer Partner - BDO , Adelaide

Date/Time

About the Webinar

SMSFs may have investments in or have entered into transactions involving a trust. As trusts can take on various forms of structure (i.e.. listed, unlisted, related, etc.), the audit requirements will vary, depending on the facts of each situation. This session explores the audit issues that can arise, including:

  • Is the trust a related party and why it matters
  • Auditing an SMSFs involvement with a trust:
    • how far do you go?
    • what do you need to get?
    • when do you stop?
  • Obtaining sufficient audit evidence when unlisted trust investments are involved
  • Practical tips for dealing with valuation issues with non listed trusts
  • Unlisted trust audit issues and risk management (Cam & Bear Pty Ltd v McGoldrick [2018] NSWCA 110 & Ryan Wealth Holdings Pty Ltd v Baumgartner [2018] NSWC 1502)
  • Audit issues to consider when borrowings in trusts
  • Checklist for auditing investments in trusts and the different audit evidence required for:
    • listed and unlisted trusts
    • related and unrelated trusts

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.

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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