Chris is one of Australia’s most respected practitioners in superannuation. He is in demand as a public speaker and media commentator and presents keynote addresses and workshops to conferences and seminars throughout Australia on superannuation matters. He is well published in both the technical and mainstream media.
Chris has specialised in the structuring, auditing and consulting of superannuation funds since 1987 and has built a high profile and respected reputation in this field. He was a founding member of the Financial Advisory Services Centre of Excellence of CPA Australia and was a member of the Federal Government’s Superannuation National Audit Consultative Committee as well as the SMSF Audit Advisory Committee for the ATO. He has sat on several APRA and AUASB committees (including the recent update of the GS009 guidance relating to the audit of Self-Managed Super Funds) and has been appointed by APRA to act as an Expert Witness in the Federal Court as well as being appointed as an Acting Trustee by the Regulator.
Chris is passionately committed to all aspects of the superannuation industry and is regarded as being a key person in raising the professional standards relating to that industry throughout Australia.
He was conferred a National President’s Award by CPA Australia for his outstanding contribution to the Australian Accounting Profession.
Chris brings his vast experience and great energy to Baumgartner Super and is a valued asset from which both staff and clients benefit significantly.
Aside from establishing a very impressive career, Chris has been a keen sailor all his life and currently owns a classic Couta Boat in which he competes from the Sorrento Sailing Couta Boat Club.
He and his wife Toby love wine, food and travelling, particularly in France and the UK where they have lived and worked.
Qualifications and memberships
- AGIT (Com), TTTC.
- Certificate of Financial Planning
- Fellow, Chartered Accountants Australia and New Zealand
- Fellow, CPA Australia
- Registered Company Auditor
- Registered SMSF Auditor
- Registered Tax Agent
Recent articles & stories
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Personal Superannuation Contributions
Members of a superannuation fund that are self-employed or earn passive income (i.e. from investments or trust distributions) are able to claim a tax deduction for making personal contributions so long as they meet the conditions below
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I’ve been quoted in SmartCompany’s article: “Do you really want to set up an SMSF?”
To read what I had to say please click here to access the link to the article.
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Balancing compliance with technology
Read my article "Balancing compliance with technology" as featured in SMSFAdviser
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I’ve been quoted in SmartCompany’s article:
“Regulators apply heat to property spruikers targeting SMSFs"
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Mitigating the risk of litigation as an SMSF professional
Read my article "Mitigating the risk of litigation as an SMSF professional" as featured in SMSFAdviser
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Making sure you’re compliant before 30 June
With two weeks until the end of the financial year, your clients need that extra TLC to remind them of certain obligations which must be met before 30 June to ensure their SMSF’s are compliant. Based on our experience of what can go wrong, we have prepared
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I’ve been quoted in Selfmanagedsuper’s article: “Trustees take heed of audit warnings”
Our Senior Consultant Chris Malkin was recently invited by SISFA to present at the 7th Annual SMSF Forum. Since the event Chris has been quoted in Selfmanagedsuper’s article “Trustees Take Heed of Audit Warnings”. To read more please click here.
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Tips for keeping SMSF loans compliant this year
Read my article "Tips for keeping SMSF loans compliant this year" as featured in SMSFAdviser
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The Valuation of Assets
Valuing superannuation fund assets at current market value has always been required for funds other than SMSFs. SMSF trustees however were historically only required to revalue their fund’s assets to market when a benefit needed to be paid or when the fund
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Non-arm’s length income and related party SMSF limited recourse borrowing arrangements
If an SMSF has entered into a LRBA where the lender may be a related party or someone other than a main-stream bank, the arrangement may attract non-arm’s length income and fall outside the concessional tax regime applicable to SMSFs.
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Exit strategies for SMSF property investments
Read my article "Exit strategies for SMSF property investments" as featured in SMSFAdviser
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Minutes of Trustee decisions
The transactions involving a SMSF’s drive for accumulating wealth may result in the SMSF holding a person’s most valuable assets, often greater than their family home.
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Maintaining scepticism as an SMSF auditor
Read my article "Maintaining scepticism as an SMSF auditor" as featured in SMSFAdviser
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It pays to play ball with the ATO
In an article in Smart Investor (Australian Financial Review, 11 February 2015) Chris Malkin emphasised that the annual audit of superannuation funds is an integral, and increasingly important, component of the superannuation industry.
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Smart Company: SMEs look for other ways to gear business premises
One of our senior and more experienced team members was today quoted in Smart Company's Article: SMEs look for other ways to gear business premises
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Collectables and personal use assets kept in SMSFs.
Many SMSFs hold collectable and personal use assets because the Fund’s trustees have a leaning towards these assets because of their hobby, expertise or lifestyle objectives.
