Matina Moffitt
Partner, Financial Services – Superannuation, Audit & Assurance
Financial Services
Executive Summary
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.