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
View profile

Alex Swansson
Pumali Mangalagama

Senior SMSF Auditor
View profile

Pumali Mangalagama
Jessie Le

SMSF Auditor
View profile

Jessie Le
Phoebe Poki Tai

Graduate SMSF Auditor
View profile

Phoebe Poki Tai

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

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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

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24 Nov 2017 Accountants

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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.

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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

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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