Situated in Melbourne we are an independent accounting firm specialising in the provision of audit services to Self Managed Superannuation Funds (SMSF). We can provide your business with several advantages. Including:

• True Independence
• Your client relationship is protected - we are not a division of an accounting practice
• May Reduce PI Insurance Premium
• May Reduce Training costs - training dollars can be spent on core activities
• Specialised SMSF advice
• Access and referral's to a network specialist SMSF professionals

How the Audit is done:
The SMSF information can either be sent to us (via mail or electronically) or we undertake the audit at your office - anywhere in Australia (Minimum number of audits apply). Do not hesitate to contact us by clicking here to discuss how we can meet your individual needs.

Will we contact your clients?
All correspondence during the course of the SMSF audit will be via your office. Our Audit engagement and responsibilities are always with the trustees of the funds; however we understand the client/agent arrangement and provide a written engagement letter with the accounting detailing our role, responsibilities and guarantee your client details.

How long will it take:
The business is based on and has grown one of the leading providers of SMSF Audit services because of our mission to provide a Professional, Timely and High Quality Service. As such, we aim for a turnaround time of one week (from when the fund arrives at our office). This means that within a week of the fund arriving at our office you will receive Audit Review Points to be cleared or the Audit Report will be posted. We have maintained this since we started the business and will continue to maintain this.

What information we require:
We provide you with a requirements guide detailing the paperwork we require to complete the SMSF Audit. A copy of this guide and other useful work papers (including General authority, bank audit certificate and example trustee representation letter) is available for download click here

Getting Started
The first step in the process is to supply us with the details of the fund/s to be audited. We will arrange an audit engagement letter to be sent to your office to be signed by the trustee. SMSF Audit Request From is available for download click here

Our Fees
Our fees are based on the investment types held by the fund. We are happy to discuss our fee prior to our Audit Engagement and negotiate a fix fee arrangement for multiple funds.

Our office is situated in the Melbourne suburb of Caulfield and we have SMSF Audit clients in Brisbane, Sydney and throughout Australia.