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EON 33: Keep Them Honest!

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Manage episode 153064736 series 1080272
Content provided by Mark Wenzel and Mark Wenzel - Principal EON Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wenzel and Mark Wenzel - Principal EON Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Auditing is an annual requirement of running a Self Managed Super Fund. Depending on your point of view it is either a pain in the neck or a compliance requirement. Today we speak to Jo Heighway from Engage Super Audits about why she sees your annual audit as an opportunity to have an accurate assessment of your retirement savings.

We speak about what to look for when choosing an auditor, how selecting your Accountant or Financial Adviser impacts the likelihood of being on the ATO audit list, some the of obscure assets Jo has audited in clients SMSFs, common mistakes that Engage Super Audits find and how to avoid them and much, much more....

Compound your wisdom!

  continue reading

81 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on August 30, 2021 22:09 (3y ago). Last successful fetch was on August 10, 2019 01:07 (5y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 153064736 series 1080272
Content provided by Mark Wenzel and Mark Wenzel - Principal EON Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wenzel and Mark Wenzel - Principal EON Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Auditing is an annual requirement of running a Self Managed Super Fund. Depending on your point of view it is either a pain in the neck or a compliance requirement. Today we speak to Jo Heighway from Engage Super Audits about why she sees your annual audit as an opportunity to have an accurate assessment of your retirement savings.

We speak about what to look for when choosing an auditor, how selecting your Accountant or Financial Adviser impacts the likelihood of being on the ATO audit list, some the of obscure assets Jo has audited in clients SMSFs, common mistakes that Engage Super Audits find and how to avoid them and much, much more....

Compound your wisdom!

  continue reading

81 episodes

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