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Online Resource Kit

Pension – Trustee Ltr
Pension – Steps
Pension – Minute
Pension – Client Ltr
Account Based Pension Commencement Order Form

Audit Kit
SIS References
Property Confirmation 2016
Pension Checklist 2016
Investment Confirmation 2016
Bank Confirmation 2016
Audit Representation Letter 2016
Audit Planning Memorandum 2016
Audit Opinion 2016
Audit Fraud Checklist 2016
Audit File Index 2016
Audit Engagement Letter 2016
Audit Compliance Checklist 2016
2016 SMSF Workpapers

Miscellaneous Documents
LRBA Input Sheet
Deed Establishment Amendment Form
Borrowing Instructions
Ready Reckoner 2016


Latest from the tag blog

Trustee Training Video

July 24, 2017

When you set up a SMSF, you become the trustee of your SMSF.  You can have the fund’s technical aspects handled by qualified experts but you are still the ultimate boss. In this video, Brenda Hutchinson, Partner Superannuation Advisory and Audit, will cover your role and responsibilities of being a trustee and more! Ensure you are the […]