For Professionals

We provide specialist technical support to professionals to ensure the funds they administer are compliant throughout the year. You can contact us by telephone, mail or email for anything related to your SMSF's. As a professional, the demands of knowing the most up to date information in so many different fields can be exhausting. By using a specialist firm you can be confident that you are giving your clients the best advice without risking the loss of your core business with them. In a traditional audit conducted at the end of the year, it is often too late to rectify an error. Be proactive and use our service to prevent errors from happening. At the very least it is best to get a second opinion to confirm the strategies you are advising your clients.

You provide us with a set of financials via our secure audit portal login, we issue you with a quote, engagement letter and audit checklist of information we require. Once you have provided all of the relevant documents via the portal, you are issued with your audit report within 10 days. By setting up a specialist SMSF audit firm, we have been able to train specialised staff and develop quality systems which allow us to provide your clients with an independent service that is efficient, cost effective and ultimately gives greater protection from scrutiny by the Australian Taxation Office. Our service allows your firm to concentrate on its core business while maintaining complete control over your clients. All contact will be made with you.

Although our secure audit portal is the most efficient way of completing an audit, we understand that you may be hesitant to provide information over the portal. If preferred, we can attend your offices or receive information via post.