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 Recorded Webinar: Auditing the Investment Strategy in SMSFs

Date: Wednesday 30th March 2022
Duration: Approximately 1 Hour

 ABOUT THE WEBINAR
SMSF auditors may understand the importance of the investment strategy but what this means in practice requires a bit more consideration. This session looks at the key issues, including:

  • Audit procedures for investment strategies - an overview
  • Ensuring the diversification requirement is met
  • Considering liquidity needs of fund
  • Bringing investment strategy problems to attention of trustees
  • Investment strategy compliance breaches - the what, when and how
  • ATO guidelines on auditor’s role
  • How has COVID-19 impacted the investment strategy?
  • Understanding what the auditor cannot do
 PRESENTER
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar: Auditing the Investment Strategy in SMSFs

Belinda Aisbett, Director, Super Sphere, Victoria

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.

 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

Accountants can claim up to 1 CPD/Training hour.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 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: lisa@tved.net.au



© Television Education Network Pty Ltd 2022

Product Code: WB7MAR22
 Price:  $269.50 (Inclusive of GST)
© 2022 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.