Tue, 25 June | Webinar

AUDIT ISSUES FOR PAYING MEMBER BENEFITS

Lyn Formica | Head of SMSF Technical & Education Services | Heffron SMSF Solutions
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Time & Location

25 June 2019, 2:00 pm – 3:00 pm AEST
Webinar

About the Event

The 1 July 2017 changes to the tax treatment of pensions mean more SMSF members are seeking access to their benefits in the form of a retirement phase pension.  In this session Lyn will discuss:

  • Mechanics of the SIS retirement definitions – what are the auditor’s responsibilities
  • Refresher on the common and not so common conditions of release – what should an auditor be looking for & Loans to members vs early access benefit payments