Self Managed Superannuation Fund Audit

on The Annual Audit of a Self Managed Super Fund is a Statutory Requirement, and serves to discourage the misuse of these entities.

As the Fund Auditor, I see my function to not only review the transactions for compliance with the law, but, also, to provide the Trustee with feedback on how the Fund could improve their recordkeeping and management processes.

Any cost savings identified will increase in your Super Funds’ rate of return, resulting in more funds for your retirement.

Our Audit service is available in two formats:

1. Professional Firms

To assist you to provide a completely independent service to your SMSF clients, I am happy to attend to the audit function.

Your client’s confidentiality, and your Practice confidentiality will be strictly observed.

All contact in relation to the audit of the Fund will be made through your office.

Please feel free to call and discuss your requirements.

2. Private Trustees

If you are a hands-on Trustee, and prefer to personally choose your Fund’s Audit Specialist, then please feel free to contact me and discuss your requirements. You can be assured of the same professional service as is provided to Professional Accounting Firms

 

Easy steps to organising the audit of your SMSF

  1. Phone or email to discuss your requirements
  2. An Audit Data Sheet will be forwarded to you.
  3. Provide the documents required to complete the audit – as shown on the audit data sheet.

Refer to our Downloads page for a checklist of the basic “client Audit data sheet”

Documentation is preferably provided as .pdf file either by email or on a USB. However we reserve the right to request the original documents where necessary.