SMSFs and COVID-19: Reporting and Audit Implications
Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension
Description
As with all insurance policies, some are better than others and the same goes for SMSFs. Find out what the top advisers are recommending and why, what sort of questions to ask your client to determine the right policy, and the tax considerations to bear in mind. This is a one-stop-shop lunch hour for SMSF insurance.
Attend and earn 1 CPD Hour
SMSFs and COVID-19: Reporting and Audit Implications
- $10k early access
- Minimum Pension changes
- Rent reductions & rent deferrals
- LRBAs – loan repayment deferrals
- Investment Strategies
- The auditor response
- The ATO response
Presented by Shirley Schaefer, Lead Partner - Superannuation, BDO
Location Streamed From: Sydney
Presenters
Shirley Schaefer is an auditor by training and an SMSF specialist by choice. She established a separate Superannuation division at BDO in 1996, recognizing the need to provide high quality technical services to clients with self-managed superannuation funds. Shirley is a regular speaker at SMSF & Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide.