An update from the regulator on practical issues within SMSF & Audit and record keeping presentation

Dana Fleming CTA

Dana is the Assistant Commissioner, SMSF Segment of the Australian Taxation Office. Dana has over 25 years tax experience, specialising in superannuation and managed investments both in Australia and overseas at both KPMG and PwC. For the last four years Dana has led KPMG's Asset & Wealth Management Practice in Australia. Her client portfolio included major industry funds and both major retail and managed funds. She advised and worked with them on the tax implications of their strategic planning as well as day to day activities, assisting with tax compliance, dealing with the impact of changing legislation on their systems and products, strategic product development, mergers and unit pricing. Most recently, Dana has joined the ATO as an Assistant Commissioner, leading the SMSF segment where she hopes to make a positive contribution to the public sector and importantly to the community. - Current at 31 May 2019

Shelley Banton

Shelley Banton is the Head of Technical at ASF Audits. She is an SMSF audit specialist with extensive experience in superannuation, audit, finance and IT. Shelley was previously a director at Super Auditors from January 2007 until the merger with ASF Audits in July 2017. She has successfully implemented IT projects for SMEs and has worked for large private sector corporations, such as Citibank and Perpetual Funds Management. Shelley works with a team of SMSF professionals and provides technical and strategic advice to clients on SMSF compliance. - Current at 09 March 2021