October 22 @ 12:30 PM - 1:30 PM AEDT
Market value is more than a year-end compliance exercise: it influences contribution strategies, pension commencements, in-specie transfers, related-party transactions, and investment decisions throughout the life of an SMSF. Getting it wrong can expose clients to unnecessary tax, compliance risks and costly disputes.
Join Shelley Banton for this practical webinar exploring the latest valuation expectations and the evidence required for different asset classes designed to withstand audit and ATO scrutiny.
Using practical examples and real-life scenarios, you’ll learn how to identify valuation risks early, understand auditor expectations and help clients avoid common pitfalls before they become compliance issues.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
Legislated CPD Hours Available
Presented by:
Shelley Banton
Shelley is an accredited SMSF specialist auditor and advisor with over 15 years of experience in the superannuation industry. She is recognised Australia-wide as an expert on SMSF compliance, providing clients with high-level strategic and technical advice.
She is a committee member of the ATO SMSF Auditor’s professional stakeholders’ group, a member of the SMSF Association National Conference Committee and Chair of the SMSF Association Audit Discussion Group.
Shelley specialises in delivering quality SMSF training and education to the private and public sectors; she is a regular presenter at peak industry SMSF conferences and is a well-known author and sought-after industry commentator.
In 2022, Shelley was awarded the SMSF Association’s Chairman’s Award in recognition of her outstanding contribution to the SMSF sector.
