About Us

An SMSF audit only practice  based in Geelong we have been performing the independent audit for our valued SMSF clients since 2007. Our team of highly skilled auditors perform a seamless, fully integrated audit with a particular focus on ‘user friendliness’ and turnaround times. We work with our clients to ensure their expectations are met as it relates to customer service, price and quality.

The key elements of our SMSF audit service

Ease of Use

User friendly, straightforward, and seamlessly integrated to your internal processes

Quick Turnaround

Average turnaround time of 2 days

Price

Competitive pricing with volume discounts available

Independence & Competence

Extensively experienced ASIC approved auditors. As an SMSF audit only firm we are fully independent

Outsourcing

Technology and efficient processes negate the requirement for offshore outsourcing of our audit work

Technical advice & Query Resolution

Consulting

We have been in the game a long time and have experienced the multitude of issues that can arise through running a Self-Managed Superannuation Fund. The SMSF legislation is complex, and in many cases quite onerous on the trustees to be acutely aware of their responsibilities. It is imperative therefore that accountants and advisers have an open and constructive relationship with their auditor to work through the issues that inevitably arise.

Pre-audit Consulting

We are always one call or email away from offering the auditors take on any potential SISAR related issues. We encourage our clients at all times to walk through such scenarios with us to ensure we are on the same page in regard to the advice you provide to your clients.

Post-audit Consulting

This usually takes the form of rectification advice on any matters that have arisen over the course of the audit. The auditor’s role is to help the trustees and work with them to resolve problems. It is through thousands of completed audits that we know we can provide the best and most appropriate course of action in any circumstance your SMSF trustees may find themselves in.

Engagement Process

1. Contact Us

Please call or email us. An audit engagement cannot be done with a click of a button. We need to know what your SMSF audit needs are, and you need to know whether the person your speaking to is one you are going to be comfortable working with.

2. Trial Audits

We recommend all auditor client / relationships start over a small, 3-5 fund trial. This ensures you get a practical understanding of our processes and vice versa. The auditor needs to be a value add to your firm and we need to ensure we’re dealing with a client who we can develop a constructive relationship with into the future.

3. Audit Documentation Transfer

Accounting and financial service firms have many different processes, all of which we work with. We tailor the delivery process to us based on your preference and your internal workflow process. Again, this is best worked out over a chat or email however rest assured, the process has been refined over many years and is very straightforward

4. The Audit

The audit will be completed somewhere between 1-3 working days. Any queries or requests for additional information will be forwarded via your preferred contact method, usually within 1 day of submitting the audit. At the completion of the audit we will forward to you our audit completion pack along with our invoice. Invoices can be directed to your firm or to the trustees.

Please call or email us. An audit engagement cannot be done with a click of a button. We need to know what your SMSF audit needs are, and you need to know whether the person your speaking to is one you are going to be comfortable working with. 

 

We recommend all auditor client / relationships start over a small, 3-5 fund trial. This ensures you get a practical understanding of our processes and vice versa. The auditor needs to be a value add to your firm and we need to ensure we’re dealing with a client who we can develop a constructive relationship with into the future. 

 

Accounting and financial service firms have many different processes, all of which we work with. We tailor the delivery process to us based on your preference and your internal workflow process. Again, this is best worked out over a chat or email however rest assured, the process has been refined over many years and is very straightforward

 

We will provide a detailed list of exactly what we need. From there the audit will be completed somewhere between 1-3 working days. Any queries or requests for additional information will be forwarded via your preferred contact method, usually within 1 day of submitting the audit. At the completion of the audit we will forward to you our audit completion pack. We will also arrange the preferred method of billing. Most clients prefer for us to invoice their firm, others prefer we invoice the trustees directly. Again, this is best worked through in our initial engagement discussion.

Technology

We Have Developed A State Of The Art Propriety Audit Request Management System (ARMS)

Audit Management Software

Our Audit Request Management Software enables you to submit and receive all audit documentation online. Completing online audits significantly reduces the burden of audit management for our clients.

We provide an interactive web based audit workflow program which complies with all relevant ATO and SIS regulations, in addition to providing our clients with comprehensive audit workpapers and checklists. The efficiency of the audit workflow process ensures that accountants and advisors are able to monitor specific audits at any stage via their client portal login.

We understand the difficulties superannuation managers can experience in their dealings with SMSF fund auditors. In an endeavour to ease the burden the audit process places on our clients, we have developed ARMS – an interactive state of the art online audit specific system. 

ARMS Features

Numbers Speak

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