SMSF Audit Services

SMSF Audit Services

We offer competitively priced independent SMSF audits with an unwavering focus on quality, compliance and efficiency.

Are you a trustee, accountant or financial advisor responsible for administering self-managed superannuation funds?

We offer competitively priced independent SMSF audits with an unwavering focus on quality, compliance and efficiency. 

Self-managed super funds are subject to strict annual compliance requirements. Failing to meet these standards can result in severe penalties, loss of tax concessions, and legal ramifications. A professional independent audit mitigates risks, ensures adherence to regulations, and provides peace of mind for trustees and their advisors.

Why trust Partners SMSF Audit?
 
Our experienced auditors are trusted by hundreds of Australian accountants, trustees and advisors to ensure their clients’ SMSF adheres to strict regulatory requirements. Our experts streamline the audit process, always maintaining transparency to ensure compliance with Australian taxation and superannuation laws. 

  • Highly experienced team of ASIC Certified SMSF auditors with more than 40 years’ experience completing 15,000+ audits.

  • A unique clearance pack service provides trustees assurance before signing their SMSF accounts 

  • Secure cloud-based online platform for seamless real-time updates and efficient processing.
  • Personal and accessible service administered by local Melbourne team.
  • Fast turnarounds typically between 3-5 days.

  • Trusted partners of trustees and leading accounting and financial advice firms.

  • Fast, competitive SMSF setup service also available
We’ve engaged Alex and Jacklyn from Partners Wealth Group for our SMSF auditing since 2019 and their professionalism has been consistent across those years. They have demonstrated attention to detail, an ethical approach and clear communication, making them a trusted part of our ongoing SMSF process. Their team has shown strong knowledge and completes each audit with care and timeliness. We're genuinely thankful for their expertise, particularly when they have offered considered advice on ad hoc matters and brought meaningful support to the work we do with our clients.
Ash Lawry, GMG Financial Group

Meet our team

Alex Swansson

Head of Superannuation

Alex Swansson is passionate about superannuation, having worked in the field for more than 3025 years. Since joining Partners SMSF Audit, Alex has reviewed and signed more than 10,000 audits. Alex holds a deep knowledge of the superannuation industry, providing complex self-managed super fund strategies to clients and ensuring these remain compliant.  To obtain strong results, Alex takes his time to understand individual or business objectives, so his guidance is tailored to their business as it changes and develops, identifying different risks and requirements beyond their audit needs. Alex works objectively and impartially to successfully lead diverse teams to achieve business and client objectives.

Jacklyn Li

SMSF Audit Manager

Jacklyn is a SMSFA specialist SMSF auditor with over 10 years' experience. She speaks English and Mandarin and is an active superannuation educator, appearing in monthly webinars to educate and inform trustees and accountants about complex superannuation regulation and requirements. With a cooperative and gentle nature, Jacklyn enjoys collaborating with her team members and clients to solve complex and technical SMSF issues.

I have been working with Partners Wealth Group (Partners) for over 8 and a half years. I had a fund where the members borrowed money from the fund, which had caused me some concerns. Partners provided some good insights regarding voluntary disclosure, which I had considered, as to how the ATO may consider the fund’s matters. Partners were willing to provide some time which proved to be worthwhile and was greatly appreciated. This is not unusual by Partners. I would absolutely recommend Partners for audit work.
Phil Ruth, GDF Partners

Our fees

We are committed to delivering high-quality audits at reasonable prices. Our fees are competitive and comparable to industry standards - we provide value without compromising on quality. 

We also specialise in large volume audit engagements and are happy to discuss and negotiate fees appropriately.

Get in touch

Our team are readily available to discuss how we can provide exceptional and cost-effective SMSF audits to you and your clients. Complete the form below and one of our experts will be in touch.

 

Partners Superannuation Services ABN 95 105 153 544. Liability limited by a scheme approved under Professional Standards Legislation.

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