Audit

The Role of the Auditor

Susie Thearle is a Registered SMSF Auditor

Every SMSF must appoint an auditor and ensure the fund is audited every year before the ATO Annual Return is lodged.

The audit reviews both the financial statements AND compliance with the rules.

The tax concessions for superannuation are generous and the rules complicated. It is therefore appropriate that every fund receives a greater level of scrutiny to ensure the integrity of the system.

• Independent

• Knowledgeable

• Practical and solutions based

• Competitive Pricing

• Australian based and happy to meet with trustees

Online portal for document delivery

Links for Further Reading

1Checklist for Required Documents - New Client
2Macquarie Bank – Third Party Authority

To enable us to generate a Bank Audit Confirmation

Download

3Valuation Guidelines
4Gainful Employment

Gainful Employment Test Letter and Minute

Download

cont...

1GST and SMSF
2Sophisticated Investor - Wholesale/Retail
3Collectables

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