SMSF Audit Checklist

New SMSF Audit – Signed Trust Deed – Signed Auditor Report – Signed Trustee Declaration – Investment Strategy Document – Pension Commencement Document – Corporate Trustee Document (if applicable) Annual Audit Documents – Signed Financial Statements (including Investment Summary & Member Statements) – Signed Income Tax Return – Signed Engagement Letter – Signed Trustee Representation … Continue reading SMSF Audit Checklist