Working with you
A process that’s built around you
We take a commercial approach to SMSF audits, tailoring our response to suit your processes and providing regular, clear and consistent communication to ensure there are no surprises. It’s a workflow that works for you.
A commercial approach.
We understand that auditing a SMSF is different to auditing other financial services. Our audits are based on a deep understanding of the SMSF industry and we apply a risk-based approach, focusing on areas of relevance. It’s a Deloitte audit, built around the unique needs of a SMSF.
Tailored to suit you.
You want a solution that adapts to the way you work, not the other way around. No matter how big or small your practice, we’ll work with you to make sure we can integrate seamlessly with your existing processes. We can tailor our response to help drive optimisation and efficiency for your business.
Regular, clear and consistent communication.
No one likes surprises. So we deliver regular, clear and consistent communication of issues as soon as they arise, no exceptions. We discuss these issues with you before any formal reports are sent to the client.
A single point of contact.
You’ll have a single point of contact you can reach out to whenever you need. This helps create a smooth workflow and fast turnaround time.
We prepare an engagement letter for your Trustee to sign.
You upload your fund documents and the signed engagement letter to our SMSF audit platform.
We conduct the audit of the fund.
We provide audit clearance through our audit platform. (You can download draft audit reports directly from the platform.)
You send financial statements and a representation letter to your Trustees for their signature.
You upload the signed financial statements and representation letter to our SMSF audit platform.
A signed audit report is issued on the platform.