Belinda is a director of Super Sphere Pty. Ltd., a specialist self managed superannuation company, where she is responsible for providing audit, consulting and training services in relation to self managed super funds.
Belinda established Super Sphere in 2003 to specialise in SMSF auditing and audit related services. This is in addition to providing an SMSF Audit Toolkit to other auditing professionals and undertaking numerous training engagements each year.
Belinda is a member of the CAANZ, and holds a Bachelor of Business (Accounting). Belinda is also a specialist Fellow member of the SMSF Association (SMSFA), co-chairperson of their audit discussion group, and a member of both the SMSF Association’s education and conference committees.
Belinda is a representative of the SMSFA at the ATO SMSF auditor professional association stakeholder group, and a member of the ATO Superannuation Industry Relationship network committee.
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Recorded Webinars
Recorded Webinar: Auditing the SMSF Investment Strategy in Difficult Economic Times
Recent case law has raised the pressure on the SMSF auditor’s duty of care, particularly when scrutinizing a fund’s investment strategy. These challenges have only increased in light of COVID-19 and the sudden drop of assets. This session examines the key issues, including:
PRESENTED BY
Belinda Aisbett
Director -
Super Sphere
, Melbourne
Date/Time
About the Webinar
Recent case law has raised the pressure on the SMSF auditor’s duty of care, particularly when scrutinizing a fund’s investment strategy. These challenges have only increased in light of COVID-19 and the sudden drop of assets. This session examines the key issues, including:
- Understanding compliance with regulation 4.09 (2)
- What has driven the extra ATO focus on investment strategy?
- Is it just a question of diversity of investment or more than this?
- Is holding 90% of SMSF value in one asset a risk not worth taking?
- Impact of COVID-19 and plummeting asset values – how should investment strategies be adjusted to cope?
- COVID-19 and early access (authorised / unauthorised) – does this impact the investment strategy?
- Getting the trustees to explain investment rational
- Proof of why trustees follow a particular strategy – importance of minutes and other documentation
- ATO role in assessing adequacy of investment strategy
- Auditing or providing financial advice – when are you crossing the line?
Presented By
Belinda Aisbett
Director, Super Sphere Melbourne, VicWho 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]