We meet with you to obtain an understanding of your existing approach to your SMSF clients.
We collect relevant SMSF information. This can be through a secure client login on our website, or by email or collection of paper documents.
We provide an estimated time for completion and email a list of queries for any additional information required.
Draft financial statements and reports are prepared and provided to you via our client login or by email to you.
You provide these reports to the auditor, along with relevant workpapers. Alternatively we deal directly with the SMSF auditor.
Upon completion of audit we email a copy of relevant financial reports for your clients. If required we can provide copy of updated BGL Simple Fund or Class Super file for your system.