Simple, Streamlined, and Secure — from Upload to Audit Report in 5 Business Days
Submit all required SMSF audit documents securely through our online client portal. Your job is logged and tracked in real-time.
We generate the engagement letter and other required audit documents, supplying them securely for trustee signatures.
Liaise directly with your dedicated, onshore SMSF auditor to answer queries and clarify compliance matters efficiently.
Supply any outstanding signed or requested source documents to resolve audit queries raised during the review.
We deliver the final audit report, management letter, and compliance documents within our 5-business-day standard.
Before uploading your documents to the portal, please use the interactive checklist below to ensure all required items are prepared. Complete documentation enables us to commence your audit immediately.
Original or amended trust deeds representing the fund's current legal structure.
Signed declaration by all trustees acknowledging their legal obligations.
Currently active strategy document aligning with SIS regulations.
Only required if member is not mentioned in the original Deed schedule.
Required if the trustee is a corporate trustee.
To establish opening balances and regulatory status.
Have all documents ready? Head to the Client Portal to begin your upload.
