If we are your accountant, we arrange for your SMSF audit and the fees for performing the annual audit is included in your monthly SMSF fees. Do not read any further. You are covered.
If you prepare your own SMSF accounts and tax return, we can perform your audit. We also perform the audit function for other accounting and financial planning firms.
Contact us by email to engage Superannuation Warehouse to perform your audits. We will send you a secure internet access code to upload audit files. The main components are a permanent section and previous year accounting and tax records. Please arrange your files in folder similar to this format and this can then directly be uploaded to us:
The permanent section of a 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
The previous year files are important as we will load check the opening balances to ensure all assets are carried over to the current financial year. Files needs should consist of:
- Financial statements with notes
- Tax return
- Audit report