SMSF annual return (accumulation phase)

* SMSF Annual Statement
* Profit & Loss Statement
* Member Statements
* Investment Reports
* Trustee Resolutions & Minutes

$550 ( inc GST)

* SMSF Indipendent audit

$330 ( inc GST)

SMSF auditors

10 July 2020 update

Approved SMSF auditors have a critical role in helping to maintain the health and integrity of the SMSF sector through the annual audit of each SMSF.

>   Professional requirements
>   Auditing an SMSF
>   Reporting
>   Auditor compliance
>   Help and resources

Professional requirements

To conduct self-managed super fund (SMSF) audits, you must:

>   be registered with the Australian Securities and Investments CommissionExternal Link (ASIC) as an approved SMSF auditor
>   have a valid SMSF auditor number (SAN)
>   meet ongoing obligations as prescribed by the
     - Superannuation Industry (Supervision) Act 1993 (SISA)
     - Superannuation Industry (Supervision) Regulations 1994 (SISR), and
>   comply with ongoing ASIC registration requirements including
     - keeping your auditor details up to date
     - lodging your annual statement.