Expert SMSF Auditors & Advisors
Empowering Your Financial Future with Expert SMSF Auditors & Advisors – Where Precision Meets Prosperity!
Independence & Integrity
No matter your location, we bring our 15 years of SMSF excellence to give you peace of mind that your Funds are fully compliant with all applicable legislation.
Whether you are an accountant managing compliance for client Funds or trustees of a Fund, we are here to provide guidance and assurance. No matter the complexity of the Fund’s investments, our ASIC and ATO qualified staff are here to help.
Our Audit Process
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Our team gathers information about the Fund, such as establishment documents, investment strategy and financial records. We have a comprehensive checklist and letter templates – engagement letter, trustee letters and resolutions - to make this part of the process easy.
Our auditor reviews the annual financial statements to ensure they are accurate and complete – if any issues picked up, these are discussed prior to the issuance of reports to give the Fund the opportunity to retain its compliant status where possible. We then make sure the Fund is compliant with all relevant SMSF laws and regulations.
Our auditor prepares an audit report that outlines findings and provides advice as to how to resolve any breaches or issues detected. We also provide a summary of annual findings in a letter to trustees.
We provide clients with regular updates to SMSF legislation and audit hotspots that arise, along with factsheets to help make the SMSF process easier for trustees to maximise their retirement benefits. We are dedicated to being the best at what we do.
Professional. Responsible. Expert.
We offer an expert and cost-effective solution to the annual audit requirements of running an SMSF so you can focus on growing your own or your client’s retirement funds. Thanks to streamlined processes and systems, quick turnaround and rigorous data security and with our team fully based in Australia, you can have complete confidence in the integrity of our audit services.
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