Checklists & Forms

SMSF Audit Information Requirement/Checklists

First Year Audit Engagement

Previous year’s financial records

Current year financial records

Assets

Liabilities

Member

Expenses

Pension/Benefit Payment

Wind Up

Minutes

Permanent File Documents

A) Core Documents

B) Pension Documents

C) Transfers/Rollovers/Lump Sum Payments

D) Other

E) Prior Year

Liability of the Director(s) is limited by a scheme approved under the Professional Standards Legislation

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