An exclusive TAG Webinar

Audit Insights Webinar: Strategies for successful SMSF auditing

Hosted by
TAG Financial Services
B
Brenda Hutchinson and
J
Jason Roccasalvo

Broadcast has ended. You may watch the replay!

October
23
Wednesday
October 23rd
12:00 pm AEDT

About us

Who is TAG Financial Services

We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.

What to expect from this session:

Are you looking to enhance your skillset across SMSF auditing? Whether you are conducting audits or preparing documents for the auditor, this webinar provides you with practical guidance, delivered by our audit expert Brenda Hutchinson.


This webinar will cover:


  • Non-Arms Length Income (NALI) and Non-Arms Length Expenses (NALE).
  • Where are we at with the NALI / NALE provisions?
  • Practical examples of when the NALE provisions will apply
  • How to avoid falling foul of the NALI / NALE requirements
  • Other superannuation strategies


We will review all our seminar session topics and look at the strategies from an auditor’s view point, highlighting what to look out for and what evidence auditors will want to see:


  • Retirement with confidence
  • Supercharging retirement wealth
  • Super savvy borrowing
  • Multi-generational planning
  • Hot issues facing the auditor

about

Presenter: Brenda Hutchinson


Brenda is a Partner of TAG Financial Services and oversees the Superannuation Advisory and Audit Division. She has over 20 years experience in superannuation and has developed a comprehensive knowledge of issues relevant to SMSF, accounting practitioners and advisers.


Brenda’s in-depth understanding of superannuation and taxation have allowed TAG to make complex investment rules and sophisticated pension strategies available to clients.