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WPIAS SMSF AUDIT DIVISION NEWS

Date: February 20, 2013 Author: admin Category: Latest News Comments: 0

MANAGER PROMOTION

We are delighted to announce the appointment of Michelle Patel to the position of Manager of our expanding SMSF audit division. Michelle commenced working with our super team in 2002. Over the past decade Michelle has developed an in-depth knowledge of the ever-changing SIS legislation and at the same time brings a very practical and pragmatic mindset to our auditing approach.

Michelle has earned the respect of her peers and clients alike and is held in very high regard. Michelle is a wonderful mentor and leader for this significant division.

Please contact Karen Small, Senior Associate or Michelle Patel, Manager with any SMSF queries.

NEW PERSONNEL

We welcome Phoebe Rosbrook, Brad Wang, Julian Park, Bianca Bobbett, Marina Bykova and Brendan Goodwin who have joined the WPIAS SMSF Audit Division as graduate auditors. With 15 dedicated SMSF audit personnel, we are positioned to cater for your continued growth in this rapidly expanding sector and the challenges that the new forms of financial products, financial instruments and private investments present to us and trustees alike.

FAREWELL

We also take this opportunity to farewell Elena Cherry and to thank her for her significant contributions to the division. Elena's part time role has now ceased so that she can spend more time with her baby daughter.
SMSF EDUCATION

Don't forget the valuable educational web-site that you can promote to your SMSF client base. 'Housed' on the Gold Coast, www.smsfeducation.com.au is a free on line self education resource for trustees and prospective trustees of SMSFs. WPIAS is a contributor to the site. Follow us on Twitter for useful SMSF updates.

SUPER THE TARGET OF FRAUDSTERS

Lisa BundesenSelf-managed superannuation funds holding billions of dollars and companies with inadequate anti-hacking technology have become major targets for fraudsters. WPIAS expects an avalanche of cases to flow from technology failings and the growth of self-managed super funds.

WPIAS has appointed Lisa Bundesen, a forensic accounting specialist, to help deal with the growth in fraud cases. Read the full Gold Coast Bulletin article here.

 

 WPIAS CONGRESS 2013!

SAVE THE DATE! Thursday and Friday, 15 + 16 August 2013 at our new venue, Sheraton Mirage Resort & Spa, Seaworld Drive, Main Beach, Gold Coast. Regarded as the best value-for-money PD for accountants in Australia, we hope to see you there over the two days and perhaps over the following days if you wish to treat yourself to a long weekend away at such a fabulous location. Click here for resort details. More details on the Congress will be sent to you later this month.