How It Works
A simple, transparent process designed to make your annual SMSF audit as efficient as possible.
Request a Quote
Send us your fund details via our contact form or email. We'll respond within one business day with a clear, fixed-fee quote. No obligation, no surprises.
- Fund details required: fund name, ABN, financial year, asset types held
- Quote provided within 1 business day
- Fixed-fee pricing — what we quote is what you pay
Upload Documents
Once you accept the quote, we'll set you up on our CloudOffis portal. Upload your financial statements and supporting documents — or import directly from BGL or Class Super.
- Secure CloudOffis portal access provided
- Direct import from BGL Simple Fund 360 or Class Super
- Checklist provided so you know exactly what we need
We Complete the Audit
Our team performs the financial and compliance audit. We'll contact you with any queries — clearly and directly, without jargon. You'll always know where things are at.
- Financial statements reviewed against trust deed
- SIS Act compliance assessed across all key areas
- Direct communication for any queries — no middlemen
Receive Your Signed Report
The completed, signed audit report is delivered digitally — ready for ATO lodgement. Any compliance issues are clearly explained with practical guidance on rectification.
- Signed audit report delivered digitally
- Management letter included where applicable
- Practical guidance on any compliance findings
Powered by CloudOffis
Our CloudOffis portal makes document exchange seamless — upload files, track progress, respond to queries, and receive your report all in one place. No email chains, no lost documents.
Common Questions
How long does an SMSF audit take?▾
Most audits are completed within 10 business days of receiving all required documents. Complex funds with diverse assets may take slightly longer — we'll advise you upfront.
What do I need to provide for the audit?▾
We'll provide a detailed checklist when you engage us. Typically this includes financial statements, bank statements, investment valuations, member contribution records, and trustee minutes.
Can you work with my accounting software?▾
Yes — we integrate directly with BGL Simple Fund 360 and Class Super via CloudOffis. If you use a different platform, we can usually accept exports or PDF documents.
Do you work Australia-wide?▾
Absolutely. Our fully digital, paperless process means we can serve trustees and accounting firms in every state and territory — metropolitan and regional.
What if the audit finds a compliance issue?▾
We'll explain the issue clearly and provide practical guidance on how to rectify it. We work with you to resolve issues, not just report them.
Ready to Get Started?
Book a no-obligation consultation, request a quote, or call us directly.