Adelaide – Local Community – Auditor Hotspots

SESSION OVERVIEW:

Recent legal cases involving claims against auditors have created uncertainty and confusion for SMSF trustees and their auditors.

Join our panel of experts as we review issues impacting SMSF audits including:
• Market value definitions – in theory and in practice
• Dealing with unlisted assets – what documentation is required
• Non-arm’s length income and non-arm’s length expenses
• Facilitating the audit process and dealing with large audit firms

SESSION OUTCOMES:

At the completion of this session, participants should be able to:
• Identify potential valuation issues
• Understand proof and documentation requirements
• Review the impact of non-arm’s length transactions
• Develop practical tips for a managing the audit process

Details

Date:
18 Sep 2019
4:30 pm ACST - 6:30 pm ACST
CPD Hours:
1
Venue:
Level 1/100 Pirie St
Adelaide, SA 5000

Speakers:

Shirley Schaefer SSA, SSAUD

National Lead Partner Superannuation
Shirley leads the Superannuation team, at BDO in South Australia, as well as the national specialisation. She is a recognised industry expert and a passionate advocate of her clients, team and industry.
The Superannuation service line provides a range of compliance, accounting, and taxation and audit services for self managed superannuation funds (SMSFs), both directly and as a back office function for a range of client service providers. Working in cooperation with the Wealth Management team, Shirley is able to support the delivery of strategic superannuation services and advice. Speaking engagements, training and workshops with the Institute of Public Accountants (IPA), Institute of Chartered Accountants Australia (ICAA), SMSF Professionals Association of Australia (SPAA) and industry associations, including Australian Investors Association (AIA), illustrate her industry leadership.
With more than 20 years’ experience as a Chartered Accountant, Shirley joined the South Australian firm in 1994, commencing as an auditor.

Qualifications
• Bachelor of Arts (Accountancy)
• Advance Diploma of Financial Services (Superannuation)
• Registered SMSF Auditor
• SMSF Specialist Auditor™
• SMSF Specialist Advisor™
• Registered Company Auditor

Ben Willington SSA, SSAUD

Ben Willington - SSAud and SSA
Director
Audit your SuperFund

As a Registered Company Auditor, Ben’s approach to SMSF audits is driven by a sound understanding of the auditing standards and the legislation.
From this framework his firm (Audit your Superfund) has tailored technology (electronic workpapers, client portals, electronic provision of audit reports and letters etc) to ensure his audits are both robust and efficient.

Ben focuses on working with his clients to ensure their administration/accounting work links closely with the compliance requirements of SMSFs, thus enabling an efficient audit process for both parties.

He is a fellow of CAANZ, an RCA, a recent SA representative of the Chartered Accountants of Australia and New Zealand’s Audit & Advisory Committee, as well as being an SMSF Association Specialist Advisor and Auditor.