Title Verification (Protect your SMSF Beneficiaries) - Melbourne - 24 February 2009


Professional Development Group Melbourne



Title Verification

Protect your SMSF Beneficiaries -

Presented by

Geoffrey J Harris


Which 50% of SMSF auditors are failing the audit standards ?

Property ownership cannot be assumed. Are you compliant ?

Or are you also failing the audit standards ?




Why should you verify a client’s assertion of property ownership?

Research recently commissioned by the WA Land Information Authority (Landgate) indicates that many accountants and financial planners do not verify a client's assertion of property ownership. What if the client makes a mistake?

Do you know how often title verification is required under the audit standards? With SMSFs fast becoming an area of growth in the superannuation industry the implications of non­compliance in this area of audit and assurance can be far reaching... relying only on an Offer and Acceptance document is fraught with danger.


Who is at risk?

Accountants who prepare tax returns that include deductions for property investments

Financial Planners and accountants who deal with SMSFs that hold property assets

SMSF auditors who audit funds holding property assets

Accountants who prepare accounts containing property assets


Minimise your risk.

Find out how you can protect yourself and your clients.


Name Sales End Price
Member   Ended $44
Non Member Ended $55

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