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Recorded Webinars

Recorded Webinar: Valuations of Assets in SMSFs – A Guide for Fund Administrators and Advisers

Valuations of fund assets remains a hot compliance issue, and this will remain the case given problems in getting it right. This session looks at recent developments in valuing fund assets and includes: Understanding ATO valuation guidelines an overview

Date/Time

About the Webinar

Valuations of fund assets remains a hot compliance issue, and this will remain the case given problems in getting it right. This session looks at recent developments in valuing fund assets and includes:

  • Understanding ATO valuation guidelines an overview
  • Just what is market value for certain types of assets?
  • Issues with obtaining objective and supportable evidence
  • Real estate valuation issues – an ATO perspective
  • Valuing unlisted assets – what is the ATO position on this?
  • SMSF asset valuations and contribution caps
  • Is the ATO adopting a conciliatory approach?
  • Case studies

Presented By

Belinda Aisbett
Director, Super Sphere Melbourne, Vic

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.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. 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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