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The Paperless SMSF Auditor
Client Portal
Request Access & Password
Video Help

08 9250 4225

1. Go to Forms & Downloads, complete and email to This email address is being protected from spambots. You need JavaScript enabled to view it. the Appoint SMSF Auditor Form (See the image below).

Step 1


2. Once we receive this document we will email you a Trustee Engagement Letter and a Client Authority Form. Sign, scan and email these documents back to our office – we will then issue you with your user name and password.

3. Enter your user name and password in the area at the top right of the site (See the image below).

Step 2

 

IMPORTANT: For information on how to upload documents in the Access Audit Area refer to the help video here

Latest News:

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