EON 33: Keep Them Honest!


Manage episode 153064736 series 1080272
By Mark Wenzel and Mark Wenzel - Principal EON Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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!

81 episodes