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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.
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.
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.
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Alex Swansson
General Manager Superannuation Audit
View profileAlex Swansson
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Jacklyn Li
Senior SMSF Auditor
View profileJacklyn Li
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George Pyke-Marcou
Graduate SMSF Auditor
View profileGeorge Pyke-Marcou
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Anjuli Neha Heerasing
Graduate SMSF Accountant
View profileAnjuli Neha Heerasing
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Sereyboth Savoan
SMSF Auditor
View profileSereyboth Savoan
Latest News & Events
1 July 2022 and superannuation contribution changes
Several key super changes which may impact your ability to contribute to your SMSF, are set to take effect from 1 July 2022.
End of Financial year checklist 2022
As we near the End of Financial year here is a checklist that covers all activities you should ensure are completed by July 1 2022.
The downsizer super contribution soon to be available to 60-year-olds
Since 1 July 2018 many Australians aged 65 or older have taken up the Federal Government’s “downsizer contribution” offer, enabling them to contribute up to $300,000 into their superannuation from the sale of their residential home.
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