Matina Moffitt

Executive summary

Matina is a Partner in BDO’s Financial Services Audit team in Sydney.

For the last 36 years, she has specialised in audit and accounting services for superannuation and asset management clients.

Matina has a professional and disciplined style of working, and demonstrates a high standard of client service.

Prior to joining BDO, she was part of a global professional services firm’s financial services wealth management practice.

Expertise

• External and internal audits
• Corporate governance reviews
• Risk management frameworks
• Specialist consulting assignments
• Review of internal control systems for asset management clients
• Reviews of processes and procedures designed to ensure compliance with relevant legislation and corporate policies
• Special purpose reviews for superannuation trustees and service providers, including unit pricing reviews
• Reviews of superannuation fund migration from one administrator to another, and from one system to another
• Review of successor fund transfers
• Accounting-related services
• APRA prudential reviews

Experience

Audit and accounting services for:

• State and local government employee super funds
• Major banks
• A social impact organisation
• A global capital investment company
• A community super fund.

Qualifications and affiliations

• Bachelor of Business (Accounting)
• Diploma of Trusteeship
• Approved Self-Managed Superannuation Fund (SMSF) Auditor
• Fellow, CA ANZ

Professional engagements and activities

• Member of the SMSF Auditor professional association stakeholder group (Members consist of representatives from  the  professional bodies, ATO and ASIC)
• Regular Presenter at the Chartered Accountants Australia and New Zealand (CAANZ) National SMSF and National Audit Conferences presenting on SMSF Audit Issues
• Presenter at the CAANZ Public Practitioners’ Conference on SMSF Audit Issues
• Co- author and presenter of  the audit of self-managed superfund workshop for the CPA Australia
• Presenter at the SMSF Advisor Strategy day.