SMSF Investment Strategy and Market Value Issues

Price (incl GST)
Members price $150.00
Non-Members price $180.00
Students price $99.00

All delegates must be registered to be able to participate in training and to be eligible to receive qualifying hours.


Overview     

This session with Ashley Course looks at the ATO requirements arising from recent litigation cases in relation to SMSF Investment Strategy & Market Value Issues.

Recent litigation cases involving SMSF auditors created what is arguably the greatest concern and uncertainty amongst auditors.

Consequently, the ATO recently released its response and guidance material, specifically relating to the auditor’s responsibility regarding the fund’s investment strategy.

The ATO also outlined the evidence and reporting requirements relating to investments in private trusts and companies to assist SMSF auditors.

This webinar will cover the implications and risks associated with the generic financial statements, investment strategies and minutes provided by the various software providers.

This session will discuss in detail the ATO’s recent guidance material and the concerns about the implication for SMSF auditors.

Topics Covered

ATO requirements arising from recent litigation cases in relation to SMSF Investment Strategy & Market Value Issues.

The evidence and reporting requirements relating to investments in private trusts and companies to assist SMSF auditors.

Recommended For

Those concerned with appropriate Investment strategies for SMSFs.

Presenter

Ashley Course Ashley Course
Director
ARC Super