SMSF Audit Toolkit
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The Super Sphere SMSF Audit Toolkit has been designed to assist in the preparation of SMSF audit files by providing the framework for your files, including lead schedules, audit programs and standard letters.
All toolkit documents are updated as required, ensuring your office stays up to speed with all ATO audit requirements. They have been updated to incorporate all the changes to superannuation relevant for the 30 June, 2024 audits.
The Super Sphere SMSF Audit Toolkit includes the following documents:
- Audit file index
- 2024 Audit report
- 2024 Qualified audit report and Disclaimed audit report
- Audit management letter, including sample wording for common issues
- Section 129 notice
- Ethical clearance letter and the ethical clearance letter reply
- Engagement letters (for existing clients, new clients, and first year audits)
- Pre-audit representation letters (for individual and corporate trustees)
- Representation letters (for individual and corporate trustees)
- Errors representation letter
- Audit status work paper
- Pre-audit checklist (for a new client and for an existing client)
- Independence checklist
- Long standing client assessment
- Acceptance & continuance assessments
- Audit strategy
- Audit plan
- Fund summary
- Audit completion work paper
- Audit review work paper
- 2024 Audit program (financial statement procedures and compliance procedures)
- Audit program for Division 13.3A related party investments
- Audit program for pre 11 August, 1999 investments
- Audit program for S67A borrowing arrangements, for new debt arrangements, and for existing debt arrangements
- Audit program for related party financed LRBA's
- Audit program for derivate investments
- Audit program for custodians
- Audit program for matters arising post audit sign off
- Audit program for released benefits
- Lead schedules
- Benefit paid confirmation letter
- Custodian confirmation request letter
- Strategy return minute
- Fund history
- Trust deed review
The 12 month subscription fee is $770 including GST and then only $660 including GST for each annual renewal, and includes all updates within the subscription period.
To have a sample of the SMSF Audit Toolkit documents e-mailed to you please click here.
To subscribe to the SMSF Audit Toolkit click here.
Prior year audit programs are also available for purchase. To enquire please click here.