A consistent process led by SMSF audit experts who provide clear and open communication
A successful engagement
A successful relationship begins with clearly agreeing on the key terms and making sure both parties understand each other's expectations.
Once you partner with us, we’ll assign an approved SMSF auditor and an experienced audit manager to work closely with you. They’ll take the time to understand your business and clients, ensuring a smooth and efficient audit process.
Our clients are always welcome to reach out to us by email or phone at no extra cost for any technical questions. As one of Australia’s top SMSF audit firms, with many years of experience, our clients benefit from our deep technical knowledge and hands-on industry expertise.
Audit Information gathering
Whether you have questions about transferring documents or need help with any part of our service, our support team is here to assist you.
To make sure we gather all the necessary information at the start of each audit, we provide a detailed checklist and document templates for you to share with your trustee clients. This helps us complete the audit as efficiently as possible.
Audit performance
We conduct audits using our in-house systems, built from years of experience in the SMSF audit industry. Our audits follow the strict professional standards required by the SISA, including compliance with Australian Auditing Standards, ASIC Class Order 12/1687 competency standards, and APES 110 independence guidelines.
We are committed to completing your audit or raising any audit queries within 5 working days from receiving the necessary information.
Audit finalisation
If any issues arise, we will clearly explain our findings, including whether we believe an Auditor Contravention Report (ACR) is needed. If an ACR is required, we work with you to ensure the issues are addressed, or a plan is in place to fix them before the ACR is submitted. With our extensive SMSF audit experience, we can guide you on solutions and plans the ATO is likely to accept.
You’ll also receive a management letter detailing any qualifications to our audit opinion and explaining why an ACR might have been filed. This letter will also highlight any important issues that need to be brought to the trustees' attention.
