Initial Consultation
We will schedule an initial consultation with you to understand your SMSF and your specific audit requirements.
Engagement
Once we have agreed on the scope of the audit and the audit fee, we will provide you with an engagement letter that outlines our obligations, responsibilities, and the terms of the engagement.
Preparation
You will need to provide us with all the relevant documentation and information required for the audit, including financial statements, bank statements, investment reports, and minutes of trustee meetings.
Audit Fieldwork
Our SMSF auditor will conduct fieldwork, which involves testing and verifying the accuracy and completeness of the information provided. This may include a review of the financial statements, investment reports, bank statements, and other documentation.
Finalisation
We will work with you to finalise the audit report, and ensure that all the compliance issues have been addressed.
Lodgement
We will provide you with the necessary documents required for lodgement with the ATO, including the audit report and any other compliance documentation.
We understand the importance of compliance and the need for timely and accurate reporting. We pride ourselves on our professionalism, attention to detail, and commitment to delivering a high-quality SMSF audit service. Contact us today to schedule an appointment and ensure compliance for your SMSF.
We provide a streamlined and hassle-free SMSF audit process. Here is an overview of how our SMSF audit process works