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The Paperless SMSF Auditor
  • SMSF Audit
    Forms & Downloads

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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PDF 991 KB

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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).

PDF 1100 KB

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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).

PDF 1,157 KB

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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.

PDF 606 KB

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Client Authority Form

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

PDF 956 KB

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Trustee Representation Letter

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

PDF 1,029 KB

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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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TRP Excel Calculator

Transition to Retirement Pension (TRP) - Tax Benefits, is a TRP worth setting up Calculator

PDF 42 KB

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SMSF Excel Life and TPD Insurance Calculator

SMSF's paying TPD Insurance are not always eligible for a 100% premium deduction.

PDF 31 KB

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Latest News:

  • 23-06-2017
    An example of how use technology to deliver a high quality audit for just $440