Complete coordination of your SMSF audit, handled by a CPA accountant with over 25 years’ experience.
Every SMSF must be audited by an independent SMSF auditor before the Annual Return (SAR) can be lodged. I manage the entire audit process for trustees across Burwood and the Inner West — preparing documents, answering auditor queries, and ensuring your audit is completed smoothly and on time.
Why SMSF Audit Coordination Matters
SMSF audits can be time‑consuming and stressful for trustees. Poor preparation or missing documents can lead to:
- Delayed audit completion
- ATO lodgement delays
- Incorrect compliance reporting
- Auditor queries and rework
- Higher audit fees
- SAR lodgement penalties
My role is to prepare your SMSF records correctly and coordinate directly with your auditor so the process is efficient and compliant.
What’s Included in SMSF Audit Coordination
Your SMSF audit is managed using a structured, compliance‑focused workflow.
Audit Preparation
- Year‑end financial statements
- Member statements
- Contribution summaries
- Pension schedules
- Investment reports
- CGT schedules
- Bank statements
- Trustee minutes and declarations
Document Compilation
All required documents are organised and provided to the auditor in a complete, audit‑ready package.
Auditor Communication
I communicate directly with your SMSF auditor to:
- Provide additional documents
- Answer compliance questions
- Clarify investment details
- Resolve issues quickly
- Ensure the audit progresses smoothly
Compliance Issue Resolution
If the auditor identifies compliance concerns, I assist with:
- Corrections
- Documentation
- Explanations
- Compliance adjustments
Audit Finalisation
Once the audit is complete, I:
- Review the auditor’s report
- Confirm compliance status
- Proceed with SAR preparation and lodgement
Who This Service Is For
This SMSF audit coordination service is ideal for:
- SMSF trustees
- SMSFs with corporate trustees
- SMSFs with individual trustees
- Funds with property investments
- Funds with complex investment portfolios
- Funds using Xero, MYOB, BGL, Class or spreadsheets
Whether your SMSF is simple or complex, I can manage your audit preparation accurately and professionally.
Optional Add‑On SMSF Services
Many trustees combine audit coordination with:
- SMSF Annual Return (SAR)
- SMSF compliance
- SMSF contributions
- SMSF pensions & drawdowns
- Investment reporting
- Year‑end trustee review
This creates a complete SMSF compliance solution.
Our SMSF Audit Coordination Process
A simple, efficient workflow:
- Collect your SMSF records Bank statements, investment reports, member records, contributions.
- Prepare audit‑ready documents Financial statements, schedules, compliance documentation.
- Send documents to your auditor Complete audit package delivered directly.
- Respond to auditor queries All questions handled promptly and professionally.
- Finalise audit Audit report reviewed and confirmed.
- Proceed to SAR lodgement Your SMSF Annual Return is prepared and lodged.
Why Choose MPA Online
- CPA‑qualified accountant
- Registered Tax Agent
- Over 25 years’ experience
- Clean, accurate audit preparation
- ATO‑aligned compliance
- Clear communication
- Fixed‑fee options available
Your SMSF audit is coordinated properly — every year.
Need Help Coordinating Your SMSF Audit?
If you want your SMSF audit handled professionally and efficiently, I can help.