Appoint SMSF Auditor Form

Use this form to send you your initial request for an SMSF audit. Please email it to:
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Standard SMSF

Only use this checklist if your SMSF does not own real property (either directly or indirectly via any closely held interposed entity or trust structure).

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SMSF – Real Property

Use this checklist if your SMSF has an interest in or owns any real property (either directly or indirectly via any closely held interposed entity or trust structure).

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Trustee Engagement Letter

Confirms the SMSF’s auditors’ acceptance of your audit and outlines the scope of the audit and how it will be completed.

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Client Authority Form

Authorises your SMSF auditor to request relevant financial and SMSF information.

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Trustee Representation Letter

Outlines the SMSF's Trustees responsibility to maintain proper records and accounts.

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Terms and Conditions Advice

Outlines the terms and conditions attaching to the services the Paperless SMSF Auditor offers its clients.

PDF 127 KB

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Request for SMSF Advice

Get technical SMSF tax and related advice for free!

PDF 42 KB

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Trustee(s) Declaration of Market Value of Assets

This document can be used to aid with compliance surrounding market valuation of real estate.

PDF 31 KB

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