• Webinar

When the ATO audits an SMSF auditor – what to expect and how to prepare

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July 16 @ 12:30 pm - 1:30 pm AEST

Virtual Event Virtual Event
$132.00

Bryce Figot of DBA Lawyers has advised and represented numerous approved SMSF auditors who are being audited and investigated by the ATO and ASIC.

Bryce will present what to expect from ATO audits and how to best prepare for them.

If all goes well in an ATO audit of an SMSF auditor, the ATO may close their file. However, if the ATO is not satisfied, the ATO might refer the SMSF auditor to ASIC. ASIC then has the power to impose various different outcomes, including public disqualification, suspension or imposing conditions on the auditor’s registration. Accordingly, there is tremendous importance in satisfying the ATO’s inquiries thoroughly and properly in a timely manner.

Bryce has picked up various practical ‘tips’ and ‘traps’ while working for SMSF auditors being audited by the ATO over the years. These practical tips and traps are invaluable for ALL professionals working with SMSFs.

With this knowledge, an SMSF auditor will be far better placed to promptly deal with an ATO review or audit.

 

These tips and traps cover:

  • What SMSF auditors should be doing NOW … long before any ATO audit
  • What prompt action you should take when first alerted to an ATO review or audit of your audit files
  • Key issues and ATO interpretation of the law
  • Most common areas where auditors come ‘unstuck’
  • Much more …

 

Who Should Attend?

This webinar is suitable for:

  • SMSF auditors advising on SMSF matters, and
  • Other practitioners who would like to gain some knowledge or improve their knowledge in this area.

 

$99 (members) | $132 (non- members)

TPB CPD Hours:1 hour |  Legislated CPD Hours: To be confirmed

 


Presented by:
Bryce Figot

Bryce is recognised as one of Australia’s leading SMSF lawyers. He has worked predominantly in the fields of tax and superannuation over the past 17 years and holds a Master of Laws from the University of Melbourne.

Bryce is a regular seminar presenter on tax and SMSF topics and has published extensively in these areas. Bryce regularly presents for the major professional bodies including the SMSF Association, CPA Australia The Tax Institute, Chartered Accountants Australia and New Zealand and DBA Network.

Bryce is regularly quoted and published in the Australian Financial Review, the Herald Sun, CCH and LexisNexis publications, and elsewhere in the financial press. Bryce wrote the book Complete Guide to SMSFs: Planning for Loss of Capacity and Death, published by CCH Wolters Kluwer. Bryce is on the editorial panel of LexisNexis’ Australian Superannuation Law Bulletin. He is a Senior Fellow at the University of Melbourne’s Law School, where he is the subject coordinator of Taxation of Superannuation.

Bryce is a Specialist SMSF Advisor™ as well as being a Chartered Tax Adviser.

Details

16 July 2024
12:30 pm - 1:30 pm AEST

$132.00

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