If we’re currently acting as your accountant, arranging your SMSF audit and the fees for performing the annual audit are included in your monthly SMSF fees. So, read no further – you’re already covered.
If you prepare your own SMSF accounts and tax returns, you’ll still need an independent audit, which we’d be happy to arrange for you. Apart from arranging audits for our SMSFs and private clients, we also provide the service for fellow accounting and financial planning firms.
To engage Superannuation Warehouse to perform your audit, contact us by email. We’ll send you a secure internet access code to upload audit files. The main components are the permanent section and your previous year’s accounting and tax records. If you arrange your files in a folder similar in format to the one like this, it can be uploaded to us directly.
Instant Audit Quote
The permanent section of your SMSF should consist of the following:
- Trust Deed
- Minutes of Meetings
- Investment Strategy
- Trustee Declaration
- Consent to act as Trustee and Member Application
Previous year files
- Financial Statements with notes
- Tax Return
- Audit Report