Here’s how it works

After we’ve agreed to move forwards together, it’s a straightforward process to get underway. Our approach is built around setting up, ensuring complete access to materials, undertaking the critical pre-audit preparation, and then reviewing the materials and conducting the audit.

Our SMSF audits usually get started via email, with all relevant documents sent to us via Outlook, or for larger files, via our Dropbox. If for some reason you do not want to email us the documentation, you can courier them electronically to our office in the Hills district of Sydney. Or if timeframes allow, one or more of our auditors can visit your office to collect the applicable files, if it’s located in Sydney or close by.

You can always contact a team member quickly – and all of our audit work is conducted by our own team of experienced professionals, with no outsourcing or off-shoring.

Five steps from commencement to completion

1) Engagement and representation

We provide letters of engagement and representation to the client to authorise our audit involvement.

2) Documents sent to us

The client sends SMSF Audit Link all documents relevant to the Fund/s to be audited, usually by email.

3) Audit performed

We then perform and complete the audit within a working week and guarantee a 3 to 5 day turnaround.

4) Queries raised and resolved

Any issues we uncover will be communicated to the client, so that the client can address them promptly.

5) Completion of SMSF audit

Upon completion, we issue the audit report to the client, along with a management letter and invoice.

List of Permanant Documents

The following is a checklist of all possible Audit documents which we may require to complete our audit.

 

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List of Yearly Documents

The following is a checklist of all possible Audit documents which we may require to complete our audit.

 

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Time to change SMSF auditors?

If you have an existing relationship with an SMSF auditor that isn’t working well for you, changing an auditor for self-managed super funds is very easy. Just speak with one of our team for more information.