SMSF Audit Resources
Get started today with our collection of checklists and fact sheets to assist in preparing your SMSF audit file.
Compliance Fact Sheets
All the things you need to know and why
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Property & SMSF Audit
Check out the key audit & compliance considerations for SMSFs that hold property. This fact sheet also includes a document checklist and detailed summary of the market valuation requirements.
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Private Companies & SMSF Audit
This fact sheet covers the key audit & compliance considerations in relation to investments in private companies.
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Related Unit Trust Investments (13.22C) & SMSF Audit
This fact sheet outlines the 3 most common audit issues, key compliance considerations and includes an audit checklist for investments in related unit trusts.
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Private Unit Trust Investments & SMSF Audit
This fact sheet outlines the key audit & compliance considerations in relation to investments in widely held, closely held and related private unit trusts.
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Loan Investments & SMSF Audit
This fact sheet covers the 3 most common audit issues in relation to loan investments and how to avoid them.
How to support the market value of unlisted investments?
This fact sheet provides examples of the type of supporting evidence that can be used to confirm the market value of various unlisted investments.
SMSF Audit Checklist
A detailed checklist can be used to collate all necessary documents for completing the audit.