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As SMSF professionals you understand how complex an SMSF is, both from a legal and professional point of view. But what about your clients? Have you had upfront or annual conversations with your clients to prepare them for audit time?
Join Shelley Banton, Executive General Manager, Technical Services, ASF Audits as she provides you specialist insights, practices and the practicalities of SMSF audits.
Shelley will cover topics including:
• Discussing potential transactions with the auditor before implementation, to understand what the auditor will need rather than facing compliance issues at audit time
• Technology and the misconception that the benefits from automating routine steps in an SMSF audit means that there’s little to do.
• The many ways that compliance issues arise when the documentation is wrong or simply doesn’t exist
Shelley has prepared a SMSF audit checklist which can be used to help develop your process and practices in trustee audit preparation that will support your conversations with clients.
Price for Members
Price for Non-Members
6 Mar 2018 - 6 Mar 2019
5 Jan 2016 - 31 Dec 2050