SMSF Audit Work Papers

 
Check List

SMSF Audit Requirements Guide .doc (Word Document)

Other Work Papers

SMSF Audit Request Form (PDF)

Trustee-Representation .doc (Word Document) 

 

• Bank Confirmation (Word Document)
• General Authority (Word Document) 
• Trustee Declaration for new trustees (PDF)
• Off Market Transfer Form (PDF)
• Contributions Work Test Declaration .doc (Word Document)
• RETIREMENT DECLARATION - aged between 55 and 59.doc (Word Document)
• RETIREMENT DECLARATION - aged between 60 and 64.doc (Word Document)
• Deduction for Personal Contributions.pdf 

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