How to have a good SMSF audit Part 1

How to have a good SMSF audit Part 1

We have detailed below documents required to have  an efficient and quick audit.   Initial fund engagement An auditor needs to review the funds permanent documents. This includes the following documents:-​ The original Trust Deed, and any amendments/upgrades to the...
End of financial year tips for SMSF trustees

End of financial year tips for SMSF trustees

As the end of the financial year looms, now is a good time to review your Self-Managed Superannuation Fund (SMSF). Take the time now to ensure your fund is in great shape and 30 June ready.  • Valuation of investments: Ensure the assets in your fund have a current...
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