Ownership matters Ensuring Clear Title and Asset Compliance in SMSFs

February 20, 2025

Presentations, Technical Resource
Set up & management, Wind Ups

National Conference 2025

Ownership and title of SMSF assets is a nucleus from which several compliance ramifications spring. Failure to safeguard a fund’s proprietary interest through correct title can introduce a range of issues of which auditors, administrators and other SMSF professionals must be aware. Reg 4.09A is the tip of the iceberg. In this workshop, Naomi will take a deep dive into the considerations at play where SMSF asset ownership and title are involved. Join Naomi as she explores real life case studies from the auditor’s perspective – unpacking the ‘what’ and the ‘why’ regarding fund compliance, must-have audit evidence, and reporting implications. Bring your map and compass; this is auditing in the wild.

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The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association