Peace of mind
that your SMSF
is always compliant.

SMSF Audit

Overview

Are your clients’ Self-Managed Super Funds performing as well as they should? Could there be unintentional breaches of the codes surrounding SMSFs?

We can help you answer these and other important questions regarding your clients’ SMSF through an independent, professional audit.

Our two-stage review process ensures no stone is left unturned in delivering you an audit of the highest possible standards.

What we can help you with

Please see below the ways in which we can help:

Our team

Below is a list of our team members who specialise in this specific service. They are committed to investing their time in helping you to achieve your financial goals.

All
Victoria

Alex Swansson

General Manager Superannuation Audit
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Alex Swansson
Pumali Mangalagama

Senior SMSF Auditor
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Pumali Mangalagama
Jessie Le

SMSF Auditor
View profile

Jessie Le
Phoebe Poki Tai

Graduate SMSF Auditor
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Phoebe Poki Tai

Related News

15 May 2019 Clients

Is it time to update your SMSF Trust Deed?

Our team of experienced lawyers will ensure that you receive a robust, flexible and easy to understand Trust Deed.

19 Mar 2019 Accountants

SMSF member increase from four to six | technical update

The government introduced the bill to increase the SMSF member limit from four to six in February 2019.

17 Dec 2018 Accountants

Are you meeting TBAR requirements?

From 1 July 2018, all SMSFs must report events that affect their members' transfer balance cap either annually or quarterly.

26 Oct 2018 Accountants

Super Support Service

To help you navigate the complex minefield of SMSF advice, Partners Wealth Group are pleased to introduce our new Super Support Service.

21 Sep 2018 Accountants

SMSF Auditor held liable for SMSF Investment losses?

A judgement released earlier this year from the NSW Court of Appeal has the SMSF industry talking.

23 Aug 2018 Accountants

Getting your clients started on the property ladder with the First Home Super Saver Scheme

Federal Government introduced the First Home Super Saver Scheme, in response to the increasing number of first home buyers finding it difficult to enter the property market. So how does the scheme work, and should it be on your clients' radars?

22 Aug 2018 Clients

Getting started on the property ladder with the First Home Super Saver Scheme

The Federal Government introduced the First Home Super Saver Scheme, in response to the increasing number of first home buyers finding it difficult to enter the property market. So how does the scheme work, and should it be on your radar?

25 Jul 2018 Accountants

Use of reserves by SMSFs

SMSF trustees have utilised reserves for many purposes over the years, whether it be for investment smoothing, strategic purposes or anti-detriment.

25 Jul 2018 Accountants

How would a three-year audit cycle impact the SMSF industry?

The Federal Government revealed plans to change the SMSF audit cycle in a bid to reduce the red tape and compliance burden for SMSF trustees where suitable.

25 Jul 2018 Latest News

New Financial Year Checklist

A New Year is invariably synonymous with making a list of (often overly ambitious) lifestyle resolutions around eating healthier, exercising more, cutting down on vices and finding a better work-life balance.

29 May 2018 Accountants

Save up to $10,000* on your SMSF accounting software cost

Faced with the incoming Super Reforms, 2018 was a year of change for the accounting industry. As a result, many of you may have changed to new SMSF administration software to help you keep up with the changes, and shifting client expectations.

09 May 2018 Latest News

Federal Budget 2018

The Federal Budget 2018-19 was recently announced by treasurer Scott Morrison. With the major shake-up to superannuation and retirement policies occurring in last year’s budget and effective from 1 July 2017.

29 Apr 2018 Videos

Monthly Investment Update | April 2018

Jonathon Bayes, Chief Investment Officer - Partners Wealth Group, and Kerry Craig, Global Market Strategist - J.P Morgan, share their views on the local and global economic outlook.

29 Apr 2018 Accountants

Class reveal their latest SMSF insights

The latest SMSF Benchmark Report for the December 2017 quarter examines SMSFs in pension phase. Key outcomes of this report show that pension SMSFs make up half of the 600,000+ SMSFs.

28 Mar 2018 Accountants

Documentation under scrutiny

The importance of reviewing existing SMSF documentation is more important than ever. The super reforms have placed particular importance on estate planning considerations and death nominations.

23 Jan 2018 Accountants

Limited Recourse Borrowing Arrangements | January 2018

Earlier this month the Australian Government released a consultation paper containing proposed amendments to LRBA legislation. If successful, the proposed amendments would come into effect from 1 July 2018.

24 Nov 2017 Accountants

Pensions reporting | no time to rest on your laurels

The ATO has recently come out with the reporting requirements for the transfer balance cap for funds paying ‘retirement pensions’.

18 Aug 2017 Accountants

The impact of offshoring SMSF audits

We thought it timely to explore the ethical requirements of outsourcing work to overseas providers, either by sending data or allowing access to data hosted in Australia.

08 Jun 2017 Accountants

EOFY Superannuation Checklist | June 2017 2

As the end of financial year rapidly approaches, these are the key superannuation considerations your clients need to make prior to 30 June 2017

18 May 2017 Accountants

Draft LRBA legislation update – May 2017

The government has released new draft legislation addressing concerns over the potential for SMSF members to use Limited Recourse Borrowing Arrangements (LRBAs) to circumvent their contribution caps.

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What can we help you with?

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Why use our audit

As an accountant or advisor you may have concerns that your clients’ SMSF funds have unintentional breaches of the codes. The only way to be fully reassured is to undertake an audit.

This is particularly true if the fund is new and has never been audited or is overdue for one.

If you are unsure of how recent superannuation changes could be affecting your clients’ SMSF’s, an audit will help bring clarity to this situation.

Of course if you are unsure if you require an audit or how to prepare for one or have any other questions, please feel free to contact us and we will assist you.

SMSF Audit

Overview

What we can help you with

Fast Reliable Service

Competitive Fee

100% Australian Made

Flexible Approach

SMSF Expertise

Continuing Super Education

Our team

Alex Swansson

Pumali Mangalagama

Jessie Le

Phoebe Poki Tai

Related News

Is it time to update your SMSF Trust Deed?