Trust Deed reviews for SMSF Auditors
A comprehensive insight into reviewing Trust Deeds.
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
This webinar will provide an insight into reviewing trust deeds for SMSF Auditors.
These are the main topics that will be focused on:
• Why the deed needs to be reviewed
• Deed basics
• What the auditor should be looking for, including:
- Pension powers
- LRBA powers
- Contribution requirements or restrictions
- Unusual clauses
• Where the deed can’t be located
• Deed amendments
Webinar Learning Outcomes:
Attendees will obtain an understanding as to why the deed is important and relevant for their audits, along with tips on how to review, and what to look for.
SMSF audit staff
Belinda Aisbett 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, and is responsible for auditing around 1,000 funds per year. 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 ICAA, and holds a Bachelor of Business (Accounting). Belinda is also a specialist member of the SMSF Association, chairperson of their audit discussion group, and a member of the SMSF Association education and conference committees.
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