Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
86726
Recorded Webinars

Recorded Webinar: Unpacking ATO Guidance on SMSF Asset Valuations

The SMSF auditor role has become even more challenging with the recent updating of ATO guidance on what evidence is required to support the market value of assets. This session delves into the guidance material to assist auditors in understanding their obligations, including:

Date/Time

About the Webinar

The SMSF auditor role has become even more challenging with the recent updating of ATO guidance on what evidence is required to support the market value of assets. This session delves into the guidance material to assist auditors in understanding their obligations, including:

  • What is acceptable audit evidence for:
    • residential property
    • commercial property
    • unlisted shares or units
  • Dealing with the challenges of obtaining sufficient audit evidence
  • How often is audit evidence for valuations required?
  • Reporting obligations where audit evidence is insufficient
  • Awareness of attempts to under or over value investments to benefit in the low tax rate SMSF environment i.e.:
    • in specie transfers and CGT manipulation
    • total super balance and transfer balance cap manipulation
    • achieving lower pension drawdown requirements
  • Risk management versus ATO expectations versus ASA 500 requirements versus professional judgement
  • Practical examples using various valuation scenarios

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 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.

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]

Go to top