Engage Us

If we are your accountant, we will arrange for your SMSF audit, and the fees for performing the annual audit is included in your monthly SMSF fees. Do not read any further. You are covered.

If you prepare your own SMSF accounts and tax return, we can perform your audit. We also perform the audit function for other accounting and financial planning firms.

Contact us by emails to engage Superannuation Warehouse to perform your SMSF audits. We will send you a secure internet location to upload audit files. The main components are permanent files, previous year accounting and tax records and current year Financial Statements and audit support.

Please feel free to access the links below to download the Engagement Letter and Trustee Representation Letter. We kindly request that you review the documents carefully, provide the necessary information and proceed to sign them.

To ensure a seamless and efficient audit process, we have prepared comprehensive Audit checklists. These checklists will guide you in assembling and organising the required audit files before sending them to our team.

Please arrange your files in folder similar to this format and this can then directly be uploaded to us:

The permanent section of an SMSF should consist of the following:

• Trust Deed
• Minutes of Meetings
• Investment Strategy
• Trustee Declaration
• Consent to act as Trustee and Member Application

The previous year files are important as we will load check the opening balances to ensure all assets are carried over to the current financial year. Files should consist of:

• Financial statements with notes
• Tax return
• Audit report