Service & Process
SMSF Audit
We provide independent SMSF audit services focused on delivering clear, efficient, and fully compliant outcomes for accounting firms and SMSF administrators. Our service is designed to be straightforward, well-structured, and easy for professional practices to integrate into their existing workflows.
Our SMSF audit service includes:
A full financial and compliance audit of SMSF financial statements and regulatory requirements
Review of fund documentation in accordance with applicable superannuation laws and standards, identification and resolution of audit queries in collaboration with your team and issuance of a formal audit report for lodgment
Process reviews to identify inefficiencies and recommend practical improvements to internal controls and documentation practices.
Identifying opportunities for best-practice enhancements in governance, administration workflows, and record-keeping to strengthen overall SMSF compliance and operational effectiveness.
Process
We follow a clear, structured audit process designed to minimise friction, reduce back-and-forth, and provide accounting firms with certainty at every stage.
Step 1: File Submission – Accounting firms securely submit all required SMSF documentation for review
Step 2: Audit Review & Queries – We conduct a detailed review and raise only necessary, relevant queries
Step 3: Resolution Process – We work directly with your team to resolve issues efficiently and practically
Step 4: Final Audit Report Issued – Once complete, we deliver the final audit report promptly and ready for lodgment
Independence & Compliance
We maintain the highest standards of independence, ethics, and professional integrity in every SMSF audit we undertake. Our practice is structured to fully comply with Australian regulatory requirements, ensuring accounting firms can rely on us for objective and unbiased audit outcomes.
We strictly comply with ASIC SMSF auditor independence requirements
All audits are conducted in accordance with APES 110 Code of Ethics for Professional Accountants
We maintain full audit objectivity across all engagements
We do not provide services that create conflicts of interest with our audit clients
Our Approach
We are committed to delivering a consistent, transparent, and efficient service experience for all accounting firms and SMSF administrators we work with. Our service standards are designed to ensure clarity at every stage of the audit process and minimise unnecessary delays or administrative burden.
Expected turnaround times: Most SMSF audits are completed within 3–5 business days once all required documentation has been received, with priority turnaround available where needed
Clear communication: We maintain prompt, direct communication throughout the audit process so you always know the status of your file and any outstanding requirements
Practical issue handling: Any audit issues are managed in a pragmatic and solutions-focused manner, working collaboratively with your team to resolve matters efficiently while maintaining full compliance
Our goal is to provide a reliable, low-friction audit experience that supports your workflow and helps your practice meet its reporting obligations with confidence.
Software Compatibility
We work with a wide range of SMSF administration and accounting systems to ensure a smooth and efficient audit process for accounting firms and SMSF administrators. Our flexible approach minimises disruption and allows us to integrate easily into your existing workflows.
Class – Fully supported for SMSF audit file review and processing
BGL Simple Fund 360 – Compatible with all standard reporting and audit file formats
Xero – Accepted where relevant supporting financial data is required
Excel-based files – We can work with structured Excel reporting and supporting schedules
Other formats – We also accommodate other commonly used SMSF administration and reporting systems
Our goal is to make the audit process as seamless as possible, regardless of the software or format your practice uses.