SMSF Audits

* Self Managed Superannuation Fund Audits

* ASIC Registered SMSF Auditor

* We provide audit services directly to Accountants and SMSF trustees.

* Our SMSF audit fee is extremely competive and the price is fixed up front.

Why choose us as your SMSF Auditor?

The Regulator of Self Managed Superfunds, the Australian Taxation Office (ATO), places great importance on the annual audit. As a significant part of the regulatory framework it is important that the audit is performed independently of the accounts preparation.

Recent legislation changes require that from the 1st July 2013 all approved self-managed super fund (SMSF) Auditors are to be registered with the Australian Securities and Investments Commission (ASIC) and meet competency and independence standards as an ongoing condition of registration.

SMSF Auditing services are available by contacting Calley, Wood & Associates’ Principal Tax Agent Liliana Calley who is an ASIC registered SMSF Auditor and SMSF Specialist Auditor. or phone (02) 9659 1639. Find out more.

The SMSF Professionals’ Association of Australia (SPAA) has developed the SMSF Specialist Auditor accreditation program to ensure professional standards are achieved and maintained by practitioners specializing in the provision of SMSF auditing services. This category is specifically for audit professionals recognizing specialist skills and knowledge required through statutory obligations, Auditing & Assurance Standards and Auditing and Assurance Standards Board (SSAud) Guidance Statements. More information here.
You can be confident that by engaging Calley, Wood & Associates Pty Ltd to conduct SMSF Audits you know your SMSF audit is independent and in accordance with professional audit standards and will be compliant with ASIC requirements.

We can help trustees directly or work with their accountant.

Accountants requiring SMSF Auditor for their clients.

Professional Accountants also use the services of Calley, Wood & Associates Pty Ltd as an independent auditor for their SMSF clients.

This ensures full compliance with professional independence.

Professional Accountants wishing to use our auditoring service for their SMSF clients please contact us.

Procedure for engaging us as your fund’s auditor.

Step 1. Either contact us by requesting a quote here or email us with your request.

Step 2. We will contact you by phone or email and provide you with a fixed up-front quote. If we need addtional information to provide the quote we will request it at this stage.

Step 3. To engage us as your SMSF Auditor email the following details to us:

The name of the fund
The names of the trustees
The names of the directors if it is a corporate trustee and corporate trustee ACN.
The financial year of income.

Step 4. We will send an engagement letter and pre-representation letter to you.

Step 5. Make an appointment to attend our office or send us your auditor file. (We will advise what we require). The following checklists will help with what to provide.

Step 6 We will review your documentation and contact you if additional information is required.

Step 7. When the Audit is finalised we will send you the Auditor Representation Letter for the trustees to sign.

Step 8. Fund trustees return signed representation letter.

Step 9. We will send you the Auditor report and return you original documents.

We will guide you with the process along the way.

Go To “Downloads” to get the Fund Audit Checklist and Fund Summary.