For Trustees

Making sure your SMSF is complying is the single most important role you have as trustee.

We provide specialist technical support to trustees to ensure their funds are compliant throughout the year. You can contact us by telephone, email or mail for any matter relating to your SMSF.

Approved auditors are required by law to maintain minimum standards in education and experience specific to SMSF. Given that other professionals are not required to meet these strict requirements, approved auditors should be your first point of call for advice regarding your SMSF.

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 these requested documents via the portal, you will be issued with your audit report within 10 days.

Specialist auditors can complete your audit in the most efficient and cost effective manner while maintaining the highest of standards to ensure your fund remains compliant.

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