SMSF Audit Process

Step 1: Call me on 0433 903 007  for the Audit Letters.
Fill in our online form to request Audit Engagement Letter and Trustee Representation Letter. Or contact me to find more details. 

Step 2: Prepare the Audit Files
Our audit is both a financial audit and a compliance audit. Refer to our SMSF Audit Checklist to see what documents are required.

Step 3: Send Us the Files
You can email or post us your files, share your DropBox folder with us, or you can upload your files on our website for details please see our contact us section