Recorded Webinar: The SMSF Auditor Role in Reviewing Valuation Compliance: The Headaches Continue


16th May 2019

Duration:  approx. 2 hours

Market valuations will be subject to strict ATO scrutiny for compliance, particularly as SMSF trustees scramble to stay under the new caps and balances. This session examines the key auditor responsibilities in auditing valuation compliance, including:

  • Determining the market value of an asset - what the auditor should look for

  • Valuation requirements for property and what is adequate audit evidence of the valuation

  • Determining what is commercial terms when reviewing rental income

  • Valuing units in unlisted trusts or shares in unlisted companies - audit checklist

  • Valuing overseas property, collectibles and personal use assets - what is sufficient evidence for an auditor?

  • Auditor role to check annual financial statements properly reflect market value on supportable evidence

  • Powers of auditor to request further evidence

  • Auditor reporting obligations where there is a breach, or potential breach

Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar:  The SMSF Auditor Role in Reviewing Valuation Compliance: The Headaches Continue

Sharlene Anderson, Consultant, Veritas Audit, Gold Coast

Sharlene is a Registered Company Auditor with significant experience auditing across various legislative frameworks including SMSFs.

Sharlene often acts as the appointed representative for various professional bodies in relation to SMSF regulation and practice, providing consultation to stakeholders and regulators including the ATO and ASIC.

Sharlene is a regular presenter at the Institute of Chartered Accountants, CPA Australia and Television Education Network conferences around Australia.


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.

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:

© Television Education Network Pty Ltd 2020

Product Code: WBIMAY19
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.