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SMSF horror stories presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 07 May 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • ATO statistics
  • borrowings (s.67)
  • in house assets (s.82-85)
  • loans to members (s.65)
  • early access (Reg 6.17).

Author profile

Shirley Schaefer
Shirley Schaefer is one of the Superannuation leaders at BDO, an auditor by training and a SMSF expert by choice. Shirley’s passion for all things super is well known.  She has been working in the super space for over 25 years and is an expert in all things SMSF. Shirley is a regular speaker at superannuation, SMSF and Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide. - Current at 18 November 2025
Click here to expand/collapse more articles by Shirley SCHAEFER.

 

This was presented at 48th South Australian Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Tour de tax

Author(s):  Roger Brake

Materials from this session:

Australia and the digital economy

Author(s):  Sue Hatcher

Materials from this session:

Beware - Non-resident beneficiaries

Author(s):  Tom Pledge

Materials from this session:

Assessing the risk: Allocation of profits within professional firms

Author(s):  Marc ROMALDI

Materials from this session:

SMSF audit horror stories - What can go wrong and how to fix it!

Author(s):  Shirley SCHAEFER

Materials from this session:

Exiting your business - Transferring to the next generation

Author(s):  Andrew SINCLAIR

Materials from this session:

Dying for a fight about super

Author(s):  Matthew TRIPODI

Materials from this session:

Exiting your business - Selling to a third party

Author(s):  Sean VAN DER LINDEN

Materials from this session:

The tools for asset protection

Author(s):  Ken SCHURGOTT

Materials from this session:

The ATO’s approach to 2015-16

Author(s):  Andrew MILLS

Materials from this session:

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