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.

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.

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.

On a quarterly basis we help improve your processes by identifying trends in your client base, common breaches and missing documents. Our custom reports give you the power to judge both your performance and ours.

A user-friendly secured dashboard provides complete visibility to help improve your workflow. All communications between your designated auditor, yourself and the SMSF trustee is managed via our SMSF audit platform making communication easily trackable.

Our investment in technology and innovations including direct feeds from major SMSF software providers and share registries (Computershare, Link Market Services and Boardroom), is redefining the SMSF audit with high standard of data integrity, efficient workflows and lower costs. Reimagine what's possible with your revenue stream and make your business more competitive.

By automating much of the SMSF audit process through direct data feeds and robotics, we have been able to reduce the cost to a highly competitive rate. Our fixed fees start from $400+GST providing you cash-flow certainty for the year ahead. Reach out to discuss fixed fee options where there are high volumes of funds.

Upload your client’s SMSF documentation, following our audit checklist, to our SMSF audit platform. We will pull the financial data that supports the financial statements automatically from your accounting software (BGL/Class/Supermate).

We conduct the audit of the fund and communicate with you throughout the process, with full visibility of the audit progress. Audits are completed within 5 days for complying funds or 2 days for urgent funds. We provide our audit clearance through our SMSF audit platform.

Upload the signed client’s SMSF financial statements and representation letter. Once received, the audit report will be released within 24-48 hours on our SMSF audit platform.