Overview
An SMSF Independent Audit Report which satisfies regulatory requirements applicable to Self Managed Superannuation Funds.
How to Prepare
| From the Main Toolbar, go to Reports. |
|
| Select Reports. |
|
- From the Reports screen, using the left-hand menu, either select Letters / Minutes and locate SMSF Audit Report, or search for the report using the Search Bar. Then, click
- On the right side, click on
next to the SMSF Audit Report. This opens up a new browser tab where you can:
-
- Select the Auditor. The Auditor will only display when Auditor has been attached in the Fund Relationships screen.
- Set the Auditor's Opinion in Part A and Part B as Non-Qualified, Qualified, Adverse or Disclaimer. These options will be available from the 2019 financial year onwards as per the ATO directions.
- Input the Report Date.
- Select Save Settings. After saving, close the existing browser tab to go back to the reports screen. This is done at the top of your browser window, or you can press Ctrl+W once to close the tab.
To download the report, click Preview or select either 
or 
.