Knowledge Base

Popular Questions

1. What are the different Access levels in Online SMSF Audit system?

Following are the details of Access levels in Online SMSF Audit system.

Partner –
- Audit Partner can register a Firm with us
- Can add, edit and delete Auditor(s), Accountant(s), Trustee(s) and Audit Staff
- Can add, edit and delete a SMSF
- Can access all funds associated with his/her firm
- Can raise queries with Client related to audit of a fund
- Can access previous years audit documents for audits completed by firm in our Online SMSF Audit System
- Can upload and download – Audit working Papers and Reports, Super Fund Permanent documents and audit evidence documents
- Can execute and complete SMSF audit
Auditor –
- Can add, edit and delete Accountant(s)/Trustee(s), Audit Staff
- Can add, edit and delete SMSF
- Can access funds created by him/her and assigned by Partner for current year
- Can raise queries with Client related to audit of a fund
- Can access previous years audit documents for audits completed in our Online SMSF Audit System
- Can upload and download – Audit working Papers and Reports, Super Fund Permanent documents and audit evidence documents
- Can execute and complete SMSF audit
Audit Staff –
- Can access funds assigned to him/her
- Can access previous years audit documents of assigned super funds for audits completed in our Online SMSF Audit System
- Can upload Super Fund Permanent documents and audit evidence documents for audit year
- Can download Audit working Papers and Reports for audits completed in our Online SMSF Audit System
- Can execute SMSF audit but cannot complete an audit
Client –
- Can upload permanent documents of SMSF and audit evidence documents
- Can access previous years audit reports for his/her audits completed in our Online SMSF Audit System
- Can reply to queries raised by Audit Staff/Auditor/Partner

2. Do I have to register with you to use the audit system?

Yes, you must register with us before you start using the audit system if you are a SMSF Auditor or Audit Firm Partner.

If you are a Trustee/Accountant/Audit Staff Member, you do not have to register. Partner will provide you with a username and password to login to our system.

3. I am a Super Fund Auditor, what can I do in your system?

As a SMSF Auditor you can

Add, Modify, Delete and Audit a fund
Add, Modify and Delete Audit Staff and Accountant(s)/Trustee(s)
Assign an Accountant/Trustee and Audit Staff to fund(s)
Execute and complete SMSF audit
View and download SMSF Permanent documents and audit evidence documents uploaded by an accountant or a trustee
Get audit working papers, audit notes, audit report, Trustee Representation Letter, Audit Engagement Letter, Audit Management Letter and Contravention Report
Email the audit documents
If SMSF audit was done previously in our system, you can have instant access to the audit documents for previous years

4. I am an Accountant, what can I do in your system?

A username and password will be issued to you by your auditor. Once you have logged on the system, you can change your access details if you wish.

You can

Download SMSF Details and fill the details of Super Fund and send it to auditor.
Upload SMSF permanent documents, audit evidence documents and any other document as required by the auditor.
On completion of SMSF audit, you can view and download audit notes, audit report, Trustee Representation Letter, Audit Engagement Letter, Audit Management Letter and Contravention Report
You can also have instant access to the above documents related to audits conducted for previous years in our system.
You can reply to the queries posted by Auditor related to audit of a super fund

5. I am a Staff Member of Audit firm, what can I do in your system?

As a Staff Member, you get username and password from your auditor/partner and you will use them to login to our system.

You can audit a SMSF but cannot complete an audit.

6. I am a SMSF Trustee, what can I do in your system?

A username and password will be issued to you by your auditor. Once you have logged on the system, you can change your access details if you wish.

You can

Download SMSF Details and fill the details of Super Fund and send it to auditor
Upload SMSF permanent documents, audit evidence documents and any other document as required by the auditor.
On completion of SMSF audit, you can view and download audit notes, audit report, Trustee Representation Letter, Audit Engagement Letter, Audit Management Letter and Contravention Report.
You can also access the above documents for prior year audits, if the audit was completed on our audit system.
You can reply to the queries posted by Auditor related to audit of a super fund

7. Are there any hidden costs or ongoing fees?

There are no hidden costs or ongoing fees for using our system.

You can "Pay As You Go" and pay for one fund at a time. However if you are after some discounts, you can purchase an audit pack of more than one fund. Our audit packs do not have an expiry date. So if you audit 100 funds in a year and if you purchase an Audit Pack of 300 funds, your credit will last three year. Our smart system counts and inform you the number of funds you have audited each time you commence a new audit.

Number of Funds	Fee Per fund (Plus GST) fr 1st Jan 17	Total Amount (Incl. GST)	Fee per Fund (Plus GST) up to 31st Dec 16	Total Amount (Incl. GST)
1	$22.00	$24.20	$22.00	$24.20
5	$22.00	$121.00	$22.00	$121.00
10	$22.00	$242.00	$22.00	$242.00
25	$19.00	$522.50	$19.00	$522.50
50	$19.00	$1,045.00	$19.00	$1,045.00
100	$18.00	$1,980.00	$18.00	$1,980.00
150	$17.00	$2,805.00	$17.00	$2,805.00
200	$16.00	$3,520.00	$16.00	$3,520.00
300	$15.00	$4,950.00	$15.00	$4,950.00
500	$13.00	$7,150.00	$13.00	$7,150.00
750	$12.00	$9,900.00	$12.00	$9,900.00
1000	$11.00	$12,100.00	$11.00	$12,100.00
1500	$10.00	$16,500.00	$10.00	$16,500.00
2000	$9.00	$19,800.00	$9.00	$19,800.00
4000	$7.00	$30,800.00	$7.00	$30,800.00
7000	$6.00	$46,200.00	$6.00	$46,200.00
10000	$5.00	$55,000.00	$5.00	$55,000.00
Accountant / Trustee upload Of documents			Free	Free
Integration with your website Trustees will visit Accountants Website to upload documents Or Accountants will visit Auditors website To upload documents (Allow 2 weeks for integration And your webmaster involvement)			$400.00 Click here to learn how integration works	$440.00

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8. What payment options do you offer?

At present we are accepting Visa, Master card and bank transfers as payment options.

9. What audit documents do I get?

You will have access to documents depending upon your role

You get

Audit Working Papers (pdf format)
- Pre Audit Considerations
- Audit Plan
- Completed audit program (including audit evidence and permanent documents)
Engagement letter
Trustee representation letter
Management Letter
Audit Report
Contravention Report, if any
Invoice
Bank confirmation letter
Insurance Statement Request
Member Retirement declaration
Member Work Test Declaration

10. How do I register my firm to use your system?

You will have access to documents depending upon your role

You begin by clicking on ‘Get Started’ button on home page
You will be directed to ‘Firm Registration page’.
On this page you will have to provide following information to register.
- Audit firm details - Name of the Firm, ABN of the Firm, Address of the Firm, Phone Number, Fax Number followed by Auditing Partner details like Name, Phone Number, e-mail Id, Password, Signature, Name of the Professional Body, Membership Number/ SMSF Auditor Number (ASIC Registration Number, when applicable).
- Click on ‘I Accept, Please Register’ button to register the auditing firm.
When registering the auditing firm, you can also add auditors and audit staff to your firm

11. How to update/modify my firm details?

When logged in as a Partner

On ‘SMSF Audit Manager’ page click on ‘Change Details’ button.
You will be directed to ‘Change Details’ page.
On ‘Change Details’ page, you can update the firm information and click on ‘Update’ button to save the changes.

12. How to add a Client?

Only Partner or Auditor can add a Client. A Client can be added from two locations.

On ‘SMSF Audit Manager’ page, click on Add/Update Audit Team button which will take you to ‘Add/Update Audit Team’ page.
On ‘Add/Update Audit Team’ page, click on ‘Add Client’ button. This will take you to ‘Add Client’ pop-up window.
On ‘Add Client’ pop-up window, you will have to provide following details of accountant - Accountant First Name, Last Name, Firm Name, Address details, Phone Number, Mobile Number, E-mail Id and Password.
If you want to add just one accountant at this time, click on ‘Add’ button which will save the accountant details.
If you want to add more than one accountant
- You will have to click on ‘Add Another’ button which will save the accountant details.
- Add Client pop-up window will be re-displayed for you to enter details of another Client.
- Repeat steps 3 and 4 or steps 3 and 5 as required.

On ‘SMSF Audit Manager’ page, click on ‘Add Fund’ button which will take you to ‘Add A Fund’ page.
On ‘Add A Fund’ page, click on ‘+Add’ button which is next to the field ‘Who is the accountant responsible for this fund?’. This will take you to ‘Add Client’ pop-up window.
On ‘Add Client’ pop-up window, you will have to provide following details of accountant - Accountant First Name, Last Name, Firm Name, Address details, Phone Number, Mobile Number, E-mail Id and Password.
If you want to add just one accountant at this time, click on ‘Add’ button which will save the accountant details.
If you want to add more than one accountant
- You will have to click on ‘Add Another’ button which will save the accountant details.
- Add Client pop-up window will be re-displayed for you to enter details of another Client.
- Repeat steps 3 and 4 or steps 3 and 5 as required

13. How to update Client information?

Partner of audit firm can change details of a client associated with the firm.

Auditor can change details of a client that has been added by him/her.

On ‘SMSF Fund Manager’ page click on ‘Add/Update Audit Team’ link. This will take you to ‘Add/Update Audit Team’ page.
On ‘Add/Update Audit Team’ page, click on icon in the row of client whose information you would like to modify. A window pops-up with the details of the client.
On Pop-up window, make necessary updates and click on Update button.

14. How to add an Auditor?

A Partner only can add Auditor.

While registering the audit firm, on ‘Firm Details’ page, select ‘Auditor’ in the dropdown box for Add Role.
Click on ‘Add’ button. This will open a pop-up window ‘Add Auditor’.
On ‘Add Auditor’ pop-up window, provide following Auditor’s details – First Name, Last Name, Mobile Number, e-mail ID, password, Signature, Professional Organisation which Auditor belongs to, Professional Organisation membership number, SMSF Auditor Number (ASIC Registration number).
Click on ‘Add’ button to add Auditor.

On ‘SMSF Audit Manager’ page, click on Add/Update Audit Team button which will take you to ‘Change Details’ page.
On ‘Change Details’ page, click on ‘+Add’ link which is under Auditors Details table. This will open a pop-up window ‘Add Auditor’.
On ‘Add Auditor’ pop-up window, provide following Auditor’s details – First Name, Last Name, Mobile Number, e-mail ID, password, Signature, Professional Organisation to which Auditor belongs to, Professional Organisation membership number, SMSF Auditor Number (ASIC Registration number).
Click on ‘Add’ button to add Auditor.

15. How to update Auditor’s information?

Both Partner of the audit firm and Auditor can update auditor’s information.

If logged in as Partner of audit firm,

On ‘SMSF Audit Manager’ page click on ‘Add/Update Audit Team’ link. This will take you to ‘Add/Update Audit Team’ page.
On ‘Add/Update Audit Team’ page, click on icon in the row of the Auditor you would like to update.
‘Update Auditor Details’ window pops-up with the details of the Auditor.
Make necessary updates and click on Update button.

Auditor can change his/her details by -

On ‘SMSF Audit Manager’ page click on ‘Change Details’ page. This will take you to ‘Change Details’ page.
On ‘Change Details’ page, update your details and click on Update button.

16. How to modify the details of Auditor, Audit Staff and Client?

If logged in as a Partner –

On ‘SMSF Audit Manager’ page, click on the link ‘Add/Update Audit Team’. This will take you to ‘Add/Update Audit Team’ page.
On the ‘Add/Update Audit Team’ page, click on icon against the row of the Auditor, Audit Staff and Client that you would like to modify.
A window will pop up with the details of Auditor, Audit Staff and Client.
Make necessary updates and click on Update button.

17. How to add Audit Staff Member?

Partner or Auditor can add/update the audit staff details.

On ‘SMSF Audit Manager’ page, click on ‘Add/Update Audit Team’ button. This will take you to ‘Add/Update Audit Team’ page.
On ‘Add/Update Audit Team’ page, click on ‘Add Audit Staff’ button which is under Audit Staff Details table. This will open a pop-up window ‘Add Audit Staff’.
On ‘Add Audit Staff’ pop-up window, provide the details of Audit Staff – First Name, Last Name, email Id and Password and click on ‘Add’ button.

You can also add audit staff while adding a fund to be audited by following steps described below.

On ‘SMSF Audit Manager’ page, click on ‘Add Fund’ button. This will take you to ‘Add A Fund’ page.
On ‘Add A Fund’ page, click on ‘+Add’ button which is next to ‘Who will help the auditor to audit the funds?’. This will open a pop-up window ‘Add Audit Staff’.
On ‘Add Audit Staff’ pop-up window, provide the details of Audit Staff – First Name, Last Name, email Id and Password and click on ‘Add’ button.

18. How to update Audit Staff’s password?

Audit staff’s password can be updated by partner, auditor or audit staff themselves.

If logged in as Partner or auditor –

On ‘SMSF Audit Manager’ page, click on ‘Add/Update Audit Team’ link. This will take you to ‘Change Details’ page.
On ‘Change Details’ page, click on icon against the row of the Audit Staff member that you would like to modify. ‘Update Audit Staff Details’ window pops-up with the details of the Audit Staff member.
Change the ‘Password’ and ‘Confirm Password’ fields and click on Update button to update Audit Staff member password.

If logged in as Audit Staff –

On ‘SMSF Fund Manager’ page click on ‘Change My Details’. This will take you to ‘Change Details’ page.
On ‘Change Details’ page, click on ‘Change My Password’ link. This opens up a pop-up window ‘Change My Password’.
Change your password by entering ‘Current Password’, ‘New Password’ and ‘Confirm Password’ fields and click on Update button to update your password.

19. How to update Accountant’s/Trustee’s password?

Accountant/Trustee can change/update their password by following these steps.

On ‘Document Manager’ page, click on ‘Change My Details’. This will take you to ‘Change Details’ page.
On ‘Change Details’ page, click on ‘Change My Password’ link. This opens up a pop-up window ‘Change My Password’.
Change your password by entering ‘Current Password’, ‘New Password’ and ‘Confirm Password’ fields and click on Update button to update your password.

20. How to delete a Client?

As a Partner, you can delete any Client associated with your firm.

As an Auditor, you can only delete a Client that you have added.

The deletion process is irreversible. Once deleted, Accountant/Trustee will not be able to access our system.

On ‘SMSF Audit Manager’ page click on ‘Add/Update Audit Team’ link. This will take you to ‘Add/Update Audit Team’ page.
On ‘Add/Update Audit Team’ page, click on icon in the row of the Client that you would like to delete.
A pop-up window will pop up for confirmation with questions “Are you sure? Do you want to delete Client?”.
Click on ‘OK’ to confirm the deletion of Client.

21. How to delete Auditor?

As a Partner, you can delete Auditor associated with your firm.

The deletion process is irreversible. Once deleted, Auditor will not be able to access our system.

On ‘SMSF Audit Manager’ page click on ‘Add/Update Audit Team’ link. This will take you to ‘Add/Update Audit Team’ page.
On ‘Add/Update Audit Team’ page, click on icon in the row of the Auditor that you would like to delete.
A pop-up window will pop up for confirmation with questions “Are you sure? Do you want to delete Auditor?”.
Click on ‘OK’ to confirm the deletion of Auditor.

22. How to delete Audit Staff Member?

As a Partner, you can delete any Audit Staff associated with your firm.

As an Auditor, you can only delete an Audit Staff member added by you.

The deletion process is irreversible. Once deleted, the Audit staff member will not be able to access our system.

On ‘SMSF Audit Manager’ page click on ‘Add/Update Audit Team’ link. This will take you to ‘Add/Update Audit Team’ page.
On ‘Add/Update Audit Team’ page, click on icon in the row of the Audit Staff member that you would like to delete.
A pop-up window will pop up for confirmation with questions “Are you sure? Do you want to delete Audit Staff Member?”.
Click on ‘OK’ to confirm the deletion of Audit Staff Member.

23. How to add a SMSF that I would like to audit?

Partner of audit firm or Auditor can add a SMSF to our Online SMSF Audit System.

On ‘SMSF Audit Manager’ page, click on ‘Add Fund’ button. This will take you to ‘Add A Fund’ page.
On ‘Add A Fund’ page, fill the details of SMSF and select Auditor, Audit Staff Member, Accountant/Trustee.
- If you want to add one fund, click on ‘Save Fund’.
- If you want to add more than one fund, click on ‘Save & Add Another Fund’.
  - Repeat Step 2 as required.

You can also use upload feature.

On ‘SMSF Audit Manager’ page, click on ‘Import Funds’ button. You will be directed to ‘Import Funds’ page.
On ‘Import Funds’ page, click on ‘Browse’ button to select the file to be imported.
Click on ‘Import Now’ button.
In case of any errors in the data file, you will be informed of the same on the Page.
Make the required corrections in the data file and repeat steps 2, 3 and 4 until all funds in the selected file are imported into to Online SMSF Audit system.
A message will appear after successful completion of file upload.

24. How to edit/modify details of SMSF that has already been added?

Only a Partner or Auditor will be able to edit/modify the details of SMSF that has already been added.

On ‘SMSF Audit Manager’ page, click on icon next to fund name that you would like to edit. This will take you to ‘Edit Fund’ page.
On ‘Edit Fund’ page, update SMSF details as required and click on ‘Update’ button.

25. How to delete a SMSF that has already been added?

Only a Partner or Auditor will be able to delete a SMSF that has already been added. This process is irreversible. Once a SMSF is deleted from Online SMSF Audit system, you will not be able to retrieve any data related to the deleted fund.

On ‘SMSF Audit Manager’ page, click on icon on the row of the super fund that you would like to delete.
A pop-up window will ask for password to confirm the delete.
Provide the password and click on confirm to delete a super fund.

26. I am a Client, how do I upload documents for a SMSF?

On ‘Document Manager’ page, you click on ‘Upload’ icon against the fund for which you would like to upload the documents. You will be directed to ‘Document Upload’ page.
On ‘Document Upload’ page to upload SMSF permanent documents
- Select name of the document from the drop down list ‘Document Name’ under Permanent Documents section.
- Click on ‘Browse’ button and select the file to be uploaded.
- Click on ‘Upload’ button to upload the permanent document.
- If you do not find the name of the document in the drop down list, select ‘Other’ and provide the name of the document in the field below the drop down list.
- Repeat step 2b and 2c.
- Repeat step 2a to 2e until all permanent documents are uploaded.
On ‘Document Upload’ page you can upload data file for Audit evidence
- Select the Accounting package that you are using to administer your SMSF.
- Click on ‘Browse’ button and select the data file to be uploaded.
- Click on ‘Upload’ button to upload the data file.
On ‘Document Upload’ page to upload SMSF Audit Evidence documents
- Select name of the document from the drop down list ‘Document Name’ under Upload Audit Evidence section.
- Click on ‘Browse’ button and select the file to be uploaded.
- Click on ‘Upload’ button to upload the audit evidence document.
- If you do not find the name of the document in the drop down list, select ‘Other’ and provide the name of the document in the field below the drop down list.
- Repeat step 4b and 4c.
- Repeat step 4a to 4e until all audit evidence documents are uploaded.
Click on ‘Email Auditor’ button after uploading required documents. An email will be sent to Auditor informing about the completion of documents upload.

27. I am a Client, how to notify auditor that I have uploaded documents for auditing a SMSF?

An email notification will be sent to the Partner/ an Auditor when you click ‘Email Auditor’ button on ‘Document Upload’ page after uploading the required documents.

28. How to access previous years audit documents for SMSF?

If you are logged in as a Partner, Auditor or Audit Staff

On ‘SMSF Fund Manager’ page click the year in Last Year Audited column against the fund name. This will take you to ‘Last Year Audits Details’ page.
To download Permanent Documents –
- On ‘Last Year Audits Details’ page, click on ‘Download Permanent Documents’ link.
To Download Audit Evidence, Audit Work Papers, Audit Reports and Invoice -
- On ‘Last Year Audits Details’ page, click on download link below the Audit Evidence, Audit Work Papers, Audit Reports and Invoice column.
A pop-up window will appear with list of documents for the fund.
Click on the check box to select a document(s), enter email id to which the document(s) need to be sent and click on ‘Send’. An email will be sent to the email id entered with selected document(s) attached.
You can print a document by clicking on icon in the row of the document that you would like to print.
You can download the document by clicking on icon in the row of the document that you would like to download.

If you are a Client -

On ‘Document Manager’ page click the year in Last Year Audited column against the fund name to go to ‘Last Year Audits’ page.
To download Permanent Documents –
- On ‘Last Year Audits Details’ page, click on ‘Download Permanent Documents’ link.
To Download Audit Evidence, Audit Reports and Invoice -
- On ‘Last Year Audits Details’ page, click on download link below the Audit Evidence, Audit Reports and Invoice column.
A pop-up window will appear with list of documents for the fund.
Click on the check box to select a document(s), enter email id to which the document(s) need to be sent and click on ‘Send’. An email will be sent to the email id entered with selected document(s) attached.
You can print a document by clicking on icon in the row of the document that you would like to print.
You can download the document by clicking on icon in the row of the document that you would like to download.

29. How to start my audit of a SMSF?

If you are logged in as a Partner, an Auditor or Audit Staff Member

On ‘SMSF Audit Manager’ page click on ‘Audit CCYY Now’ button in Current Year Status column against the SMSF to be audited.
If you have not purchased any package from us -
- You will be directed to ‘Payment Package Selection’.
- Select the appropriate package and click on ‘Proceed for Payment’ button. This will take you to ‘Payment Page’.
- On ‘Payment Page’ –
  - Enter promotional code if you have been provided with promotional code and click on Proceed button.
  - If you do not have a promotional code, provide your credit card details and click on ‘Pay Now’.
- On successful processing of your purchase/promotional code, you will be directed to ‘Audit Page’ for the fund and you can begin your audit process for the super fund.

If you have purchased a package from us previously and has credit left in the package -
- You will be presented with a pop-up window which displays the number of the fund that you are auditing using the purchased package.
- Click on ‘Close’ button to close the pop-up message.
- You will be directed to ‘Audit Page’ for the fund and you can begin your audit process for the super fund.

If you have purchased a package from us previously and has no credit left in the package -
- You will be directed to ‘Payment Package Selection’.
- Select the appropriate package and click on ‘Proceed for Payment’ button. This will take you to ‘Payment Page’.
- On ‘Payment Page’ –
  - Enter promotional code if you have been provided with promotional code and click on Proceed button.
  - If you do not have a promotional code, provide your credit card details and click on ‘Pay Now’.
- On successful processing of your purchase/promotional code, you will be directed to ‘Audit Page’ for the fund and you can begin your audit process for the super fund.

30. How do I know progress of SMSF audit?

If logged in as Partner, Auditor or Partner, you can see progress of super fund audit as % complete in ‘Current Year Status’ column on ‘SMSF Audit Manager’ page.

If logged in as Client, you can see progress of super fund audit as % complete in ‘Current Year Status’ column on ‘Document Manager’ page.

31. How to generate audit reports?

Only Partner and Auditor can complete audit and generate audit reports.

On ‘Audit Page’, click on ‘Complete’ button.
A message window pops up asking for confirmation.
Click on ‘Confirm’ button to confirm the completion of super fund audit.
Online SMSF Audit system will generate the audit reports for you.
You can download the reports.
You can edit the downloaded documents and upload to store them in the system.

32. How do I reassign a fund to be audited to another audit staff?

Only Partner and Auditor can reassign fund to another Audit Staff member.

On ‘SMSF Audit Manager’ page click on icon next to the fund name for which you would like to reassign the super fund. You will be directed to ‘Edit Fund’ page.
On ‘Edit Fund’ page, select the new Audit Staff Member name from the drop down list of ‘Who will help the auditor to audit the funds?’.
Click on Update button.

33. I am Audit Staff/Auditor/Partner, how to raise a query with Client?

On ‘Audit Page’, click on icon which is next to the question to raise a query related to audit of super fund.
A query dashboard window pops-up.
Click on ‘Post Query’ button and
Enter query and click on ‘Submit Query’ button.
Our System will send an email notification to your client on the query raised.

34. I am a Client, how do I reply a query posted by Auditor/Audit Staff?

You can respond to a query raised by auditor by clicking on icon on ‘Document Manager‘ page.
This pops up query dashboard for the super fund.
Click on icon to view the query.
Enter your response in the Response text area.
Click on ‘Upload’ button to upload any audit evidence.
Select a document name from drop down list.
Click on ‘Browse’ to select file to be uploaded and click on ‘Upload Document’ button.
Click on ‘Submit Reply’ button to respond to the query raised by auditor.

35. I am a Client, how do I know that Auditor/Audit Staff has posted a query for me to reply?

On ‘Document Manager’ page, a red coloured query icon raise-query will appear in ‘Query’ column for a super fund when a query is raised by an auditor for a super fund.

Once you respond to the query, the query icon colour will change to green indicating that you have responded to the queries raised by an auditor.

36. I am Audit Staff/Auditor/Partner, how do I know that Client has responded to my query?

On ‘SMSF Audit Manager’ page, a red coloured query icon raise-query will appear in ‘Query’ column for a super fund when a query is raised by you and your client has not responded to your query.

The query icon colour will change to green indicating that the query that has been raised by you was responded to by your client.

37. I am Audit Staff/Auditor/Partner, how do I follow-up with Client on query posted that has not been answered?

You can remind your client on query related to audit of a fund which has not been responded to date by clicking on notify icon in the ‘Query’ column for the fund on ‘SMSF Audit Manager’ page

No.	Title	Download
GS 009	Guidance Statement GS 009 Auditing Self-Managed Superannuation Funds
	Relevant Auditing Standards made by the Auditing and Assurance Standards Board
ASA 102	Compliance with Ethical Requirements when Performing Audits, Reviews and Other Assurance Engagements
ASA 200	Overall Objectives of the Independent Auditor and the Conduct of an Audit in Accordance with Australian Auditing Standards
ASA 210	Agreeing the Terms of Audit Engagements
ASA 220	Quality Control for an Audit of a Financial Report and Other Historical Financial Information
ASA 230	Audit Documentation
ASA 240	The Auditor's Responsibilities Relating to Fraud in an Audit of a Financial Report
ASA 250	Consideration of Laws and Regulations in an Audit of a Financial Report
ASA 260	Communication with Those Charged with Governance
ASA 265	Communicating Deficiencies in Internal Control to Those Charged with Governance and Management
ASA 300	Planning an Audit of a Financial Report
ASA 315	Identifying and Assessing the Risks of Material Misstatement through Understanding the Entity and Its Environment
ASA 320	Materiality in Planning and Performing an Audit
ASA 330	The Auditor's Responses to Assessed Risks
ASA 402	Auditing Considerations Relating to an Entity Using a Service Organisation
ASA 450	Evaluation of Misstatements Identified during the Audit
ASA 500	Audit Evidence
ASA 502	Audit Evidence – Specific Considerations for Litigation and Claims
ASA 505	External Confirmations
ASA 510	Initial Audit Engagements—Opening Balances
ASA 520	Analytical Procedures
ASA 530	Audit Sampling
ASA 540	Auditing Accounting Estimates, Including Fair Value Accounting Estimates, and Related Disclosures
ASA 550	Related Parties
ASA 560	Subsequent Events
ASA 570	Going Concern
ASA 580	Written Representations
ASA 620	Using the Work of an Auditor's Expert
ASA 700	Forming an Opinion and Reporting on a Financial Report
ASA 705	Modifications to the Opinion in the Independent Auditor's Report
ASA 706	Emphasis of Matter Paragraphs and Other Matter Paragraphs in the Independent Auditor's Report
ASA 710	Comparative Information— Corresponding Figures and Comparative Financial Reports
ASA 800	Special Considerations – Audits of Financial Reports Prepared in Accordance with Special Purpose Framework
	ASIC Class Order - Competency standards for approved SMSF auditors
CO 12 1687	ASIC Class Order CO 12 1687 Legislative Instrument
CO 12 1687	ASIC Class Order CO 12 1687 Explanatory Statement
	APES 110 Code of Ethics from Professional Accountants
Technical Update 2013	APES 110 Technical Update
Compiled Nov 2013	APES 110 Compiled Nov 2013
Amending Std Nov 2013	APES 110 Amending Std - Nov 2013
Amendments May 2013	APES Amendments to Def's - May 2013
Amendments to PIE	APES 110 Amendments to PIE
Compiled Dec 2011	APES 110 Compiled - December 2011
Compiled Dec 2010	APES Code of Ethics - December 2010
Guide 243	ASIC Regulatory Guide 243

Below are some relevant ATO documents

No.	Title	Download
NAT 11299	Completing the Auditor/actuary contravention report
NAT 3036	Change of details for superannuation entities
NAT 72441	Request for self-managed superannuation fund specific advice
NAT 74662	Rollover initiation request to transfer whole balance of superannuation benefits to your self managed super fund
NAT 71089	Trustee declaration
NAT 71454	How your self‑managed super fund is regulated
NAT 71923	Setting up a self-managed super fund
NAT 11032	Running a self-managed super fund
NAT 74124	Paying benefits from a self-managed super fund
NAT 8107	Winding up a self managed super fund
NAT 11466	Self-managed superannuation fund independent auditor’s report
NAT 71226	Self-managed superannuation fund annual return 2013
NAT 71606	SMSF annual return instructions 2013
	ATO Interpretative Decisions
ATO ID 2014/7	Keeping money and other assets separate from those of other parties
ATO ID 2012/84	Concessional contributions - allocation from 'pension reserve account' supporting 'complying lifetime pension'
ATO ID 2012/79	The operation of subregulation 7.04(3) of the Superannuation Industry (Supervision) Regulations 1994 in the context of in-specie contributions of listed shares
ATO ID 2012/53	In-house assets - additional investment in a related trust - trust borrowings at 28 June 2000 increased and discharged prior to additional investment in the related trust
ATO ID 2012/52	In-house assets - additional investment in a related trust - trust borrowings outstanding at 28 June 2000 not increased and were discharged prior to additional investment
ATO ID 2012/16	Superannuation Excess Contributions Tax_ concessional contributions - allocation of contributions
ATO ID 2011/84	Scheme to avoid the prohibition on acquiring assets from related parties
ATO ID 2011/81	Meaning of 'give a charge' under regulation 13.14 of the Superannuation Industry (Supervision) Regulations 1994
ATO ID 2011/24	Waiver of disqualified person status - meaning of 'serious dishonest conduct'
ATO ID 2010/217	Contribution to complying superannuation fund - transfer of real property
ATO ID 2010/185	Limited recourse borrowing arrangement - charge
ATO ID 2010/184	Limited recourse borrowing arrangement - capitalisation of interest
ATO ID 2010/172	Limited recourse borrowing arrangement - joint investors
ATO ID 2010/170	Limited recourse borrowing arrangement - third party guarantee
ATO ID 2010/169	Limited recourse borrowing arrangement - refinancing
ATO ID 2010/162	Limited recourse borrowing arrangement - borrowing from a related party on terms favourable to the self managed superannuation fund
ATO ID 2010/139	Subparagraph 17A(3)(b)(i) of the Superannuation Industry (Supervision) Act 1993 - tribunal appointed administrator of the plenary estate of a person with a mental disability
ATO ID 2010/7	Tax treatment of futures contracts
ATO ID 2009/111	Exchange traded options - tax treatment of premiums payable
ATO ID 2009/110	Exchange traded options - tax treatment of premiums receivable
ATO ID 2009/92	Tax treatment of losses realised by a complying SMSF on disposal of shares
ATO ID 2009/29	Return of contribution by self managed superannuation fund - after 30 day time limit
ATO ID 2008/90	Return of fund capped contributions by self-managed superannuation fund
ATO ID 2008/52	Division 13.3A of SIS Regulations - interest in another entity - listed company shares
ATO ID 2007/225	Acceptance of fund capped contributions by a self managed superannuation fund
ATO ID 2007/58	Trustee using a margin account for fund investments in listed shares
ATO ID 2007/57	Contracts for differences (CFDs) - fund assets deposited with CFD provider - charge over fund assets
ATO ID 2007/56	Contracts for differences (CFDs) - no fund assets deposited with CFD provider
ATO ID 2006/220	Additional investment by self managed superannuation fund in a related trust
ATO ID 2004/139	Apportionment of deductions: investment advisors fees
ATO ID 2003/711	Loan to a partnership
ATO ID 2002/986	In-House Assets of a self managed super fund
ATO ID 2002/697	Loan to a property trust
ATO ID 2002/516	Fund money deposited in member's bank account.
ATO ID 2002/388	In-House Assets and leasing property from a Unit Trust.
	ATO Rulings
TR 2013/5	Income tax_ when a superannuation income stream commences and ceases
SMSFD 2013/2	Does a payment made as a result of a commutation of an account based pension count towards the minimum annual amount required to be paid under paragraph 1.06(9A)(a) of the Superannuation Industry (Supervision) Regulations 1994?
SMSFR 2012/1	Self Managed Superannuation Funds_ limited recourse borrowing arrangements - application of key concepts
SMSFD 2011/1	For the purposes of the Superannuation Industry (Supervision) Regulations 1994, is a benefit payable with a cheque or promissory note 'cashed' at the time the cheque or note is received by the member or beneficiary?
TR 2010/1	Income tax_ superannuation contributions
SMSFR 2010/1	Application of subsection 66(1) of the Superannuation Industry (Supervision) Act 1993 to the acquisition of an asset by a self managed superannuation fund from a related party
SMSFR 2010/2	Scope and operation of subparagraph 17A(3)(b)(ii) of the Superannuation Industry (Supervision) Act 1993
SMSFR 2009/1	Business real property for the purposes of the Superannuation Industry (Supervision) Act 1993
SMSFR 2009/2	Meaning of 'borrow money' or 'maintain an existing borrowing of money' for the purposes of section 67 of the Superannuation Industry (Supervision) Act 1993
SMSFR 2009/3	Application of the Superannuation Industry (Supervision) Act 1993 to unpaid trust distributions payable to a Self Managed Superannuation Fund
SMSFR 2009/4	Meaning of 'asset', 'loan', 'investment in', 'lease' and 'lease arrangement' in the definition of an 'in-house asset' in the Superannuation Industry (Supervision) Act 1993
SMSFR 2008/1	Giving financial assistance using the resources of a self managed superannuation fund to a member or relative of a member that is prohibited for the purposes of paragraph 65(1)(b) of the Superannuation Industry (Supervision) Act 1993
SMSFR 2008/2	Application of the sole purpose test in section 62 of the Superannuation Industry (Supervision) Act 1993 to the provision of benefits other than retirement, employment termination or death benefits
SMSFD 2008/3	Is there any restriction in the Superannuation Industry (Supervision) legislation on a self managed superannuation fund trustee accepting from a member a binding nomination of the recipients of any benefits payable in the event of the member's death?
SMSFD 2007/1	When is a dividend or trust distribution 'received' before the end of 30 June 2009 for the purposes of paragraph 71D(d) of the Superannuation Industry (Supervision) Act 1993?
	SUPERANNUATION INDUSTRY (SUPERVISION) ACT 1993
SECTION 29N	CANCELLING REGISTRATION
SECTION 35C	AUDIT OF ACCOUNTS AND STATEMENTS
SECTION 128A	APPLICATION FOR REGISTRATION AS AN APPROVED SMSF AUDITOR
SECTION 128B	REGISTRATION AS AN APPROVED SMSF AUDITOR
SECTION 128C	COMPETENCY EXAMINATIONS
SECTION 128D	CONDITIONS ON REGISTRATION
SECTION 128E	CANCELLING REGISTRATION
SECTION 128F	PROFESSIONAL OBLIGATIONS OF APPROVED SMSF AUDITORS
SECTION 128G	ANNUAL STATEMENTS
SECTION 128H	NOTIFICATION OF CERTAIN MATTERS
SECTION 128J	SECTION 128J - REGISTER OF APPROVED SMSF AUDITORS
SECTION 128K	REGISTER OF DISQUALIFIED SMSF AUDITORS
SECTION 128L	FEES IMPOSED UNDER THE SUPERANNUATION AUDITOR REGISTRATION IMPOSITION ACT 2012
SECTION 128M	FEES FOR INSPECTION OR SEARCH
SECTION 128N	ASIC MAY DISCLOSE INFORMATION TO THE COMMISSIONER OF TAXATION
SECTION 128P	COMMISSIONER OF TAXATION MAY REFER MATTERS TO ASIC
SECTION 128Q	COMPETENCY STANDARDS
SECTION 130F	APPROVED SMSF AUDITORS - DISQUALIFICATION AND SUSPENSION ORDERS
SECTION 131A	THE REGULATOR MAY REFER MATTERS TO A PROFESSIONAL ASSOCIATION
SECTION 131B	OFFENCE OF HOLDING ONESELF OUT AS AN ACTUARY OR AUDITOR
SECTION 131C	DISQUALIFIED PERSONS NOT TO BE AUDITOR OR ACTUARY OF SUPERANNUATION ENTITIES
SECTION 229	APPLICATION FOR ASSISTANCE
SECTION 253	OBJECTS OF PART
SECTION 253A	NOTICES MAY BE GIVEN TO FORMER RELEVANT PERSONS
SECTION 255	REGULATOR MAY REQUIRE PRODUCTION OF BOOKS
SECTION 256	ACCESS TO PREMISES
SECTION 263	INVESTIGATIONS OF SUPERANNUATION ENTITIES, APPROVED SMSF AUDITORS AND THE CONDUCT OF CERTAIN AUDITS
SECTION 265	INSPECTORS
SECTION 268	INSPECTOR MAY ENTER PREMISES FOR PURPOSES OF AN INVESTIGATION
SECTION 269	INSPECTOR MAY REQUIRE PRODUCTION OF BOOKS
SECTION 270	POWERS OF INSPECTOR TO REQUIRE ASSISTANCE FROM, AND EXAMINE, CURRENT AND FORMER RELEVANT PERSONS AND OTHER PERSONS
SECTION 284	REPORT OF INSPECTOR
	SUPERANNUATION INDUSTRY (SUPERVISION) REGULATIONS 1994
REGULATION 9.31	CONTENTS OF ACTUARIAL REPORT
REGULATION 9A.01	QUALIFICATIONS
REGULATION 9A.02	RELEVANT COURSES
REGULATION 9A.03	PRACTICAL EXPERIENCE
REGULATION 9A.04	CONTINUING PROFESSIONAL DEVELOPMENT REQUIREMENTS
REGULATION 9A.05	PROFESSIONAL INDEMNITY REQUIREMENTS
REGULATION 9A.06	AUDITOR INDEPENDENCE REQUIREMENTS
REGULATION 9A.07	WHEN FEES MUST BE PAID
REGULATION 14.01	DEFINITION
REGULATION 14.02	APPLICATIONS BEFORE 1 JULY 2013 AS AN APPROVED SMSF AUDITOR
SCHEDULE 1AAA	APPROVED AUDITORS - PROFESSIONAL ORGANISATIONS
	Taxpayer Alerts
TA 2012/7	Self managed superannuation funds arrangements to acquire property which contravene superannuation law
TA 2010/5	The use of an unrelated trust to circumvent superannuation lending restrictions
TA 2010/3	Non market value acquisition of shares or share options by a self-managed superannuation fund
TA 2009/19	Uncommercial offshore superannuation trusts
TA 2009/16	Circumvention of in-house asset rules by self-managed superannuation funds using related party agreements
TA 2009/10	Non-commercial use of negotiable instruments involving self-managed superannuation funds
TA 2009/8	Exploitation of 1999 superannuation transitional provisions to obtain taxation and regulatory benefits
TA 2009/1	Superannuation Illegal Early Release Arrangements
TA 2008/5	Certain borrowings by self managed superannuation funds
TA 2008/4	Self-managed superannuation funds deriving income from certain uncommercial trusts

The audit documentation features in the software have made our compliance audits more thorough!

Tony Kolker, SMSF Auditor Number 100207878,
TK Accounting & Advisory
The software's regular updates in line with regulatory changes ensure our ongoing compliance. Highly Recommend!

Alan Lane, SMSF Auditor Number 100303526,
True Balance Accounting
Your software has become an indispensable tool in our firm's SMSF audit strategy. Thankyou.

Johan Kauffmann, SMSF Auditor Number 100034231,
LKM Business Services
We appreciate the regular webinars and training sessions provided by your team to enhance our skills. Thankyou for that.

Ken Elliott, SMSF Auditor Number 100032942,
KEN ELLIOTT ACCOUNTING PTY LTD
The software's data validation checks have been crucial in maintaining the accuracy of our audit findings. Thankyou OSA!

Anthony Bradshaw, SMSF Auditor Number 100192283,
Nimbus Financial Pty Ltd
Your software's robust reporting capabilities have impressed both our team and our clients. Thankyou!

Dennis WRIGHT, SMSF Auditor Number 100123304,
Dennis K Wright & Associates
"The flexibility of access to the software allows us to work on audits anytime, anywhere."

Kerry Kyriacou, SMSF Auditor Number 100110058,
Accounting Mastery Pty Limited
Using the 'Online SMSF Audit' software has streamlined my SMSF audits, making them more efficient and accurate. It's a game-changer for auditors! I've been an SMSF auditor for years, and this software has made my job so much easier and also improved the quality and speed of my SMSF audits. It's a must-have tool for any auditor." "The 'Online SMSF Audit' software has made my audits more organized and efficient. It's user-friendly and comprehensive."

Zoya Samovol, SMSF Auditor Number 100267669,
Astute SMSF Audits
The software really helps the auditor not to miss any important documents from their list of supporting documents received from the fund.

Noble Thomas, SMSF Auditor Number 100216091,
Noble Thomas
Excellent user friendly audit software for auditors.

Azim Ali, SMSF Auditor Number 100131922,
Proacc Australia
Thanks to online smsf audit software. It is very user friendly and helpful.

Md Morshedul Hasan, SMSF Auditor Number 100132858,
ATLAS BUSINESS SOLUTIONS
Best SMSF Audit software I have come across - after trying all the others. Much needed updates are automatically included making each SMSF audit easier each time when changes in legislation occur.

Johan Kauffmann, SMSF Auditor Number 100034231,
LKM Business Services
Audit Working Papers Reviewed which were produced by the software. Very Impressed!

Alistair Monk, SMSF Auditor Number 100184781,
Your Firm Name
Being a user of "Online SMSF Audit" for a number of years now, I can certify that not only do I save at least two hours while carrying out an audit, but found this has lead to an increase in my overall (audit) productivity. The software ensures I delve into all aspects of the fund being audited, confirming the SISA and SIRA requirements are more than adequately dealt with. The work papers and reports generated provide a written record of how the audit was conducted, supporting the conclusions as set out in my subsequent audit report.

Anthony Pollard, SMSF Auditor Number 100039334,
Amable Management Services Pty Limited
I have been using ONLINE SMSF Audit software for over 4 years now and I can say without a doubt it has been a fantastic resource for my business. It is simple yet thorough and provides exemplary audit trail documentation. It is a real time saver as well. The system is an end to end solution, from uploading source documentation to preparing and emailing final audit documentation. I have no hesitation in recommending this online audit solution to any SMSF Auditor.

Paul Harbour, SMSF Auditor Number 100002015,
Harbour Advisory
Was able to carry out an Audit efficiently and Audit compliance was met and the audit passed the stringent tests applied by the Professional body reviewer - very happy with the software it has helped us to reduce our audit time more than half as promised

Dinesh Patel, SMSF Auditor Number 100111420,
Mobile Small Business Taxation Pty Ltd
I am impressed by this software, the dividend checking and the market price verification has become so simple as it does it all for you, saves me so much time.

Benedict Or, SMSF Auditor Number 100123671,
Chats Accountants & Advisers
Smooth workflow and comprehensive financial and compliance audit , all in one place , saves time and ensures a compliant audit.

Kinch, SMSF Auditor Number 100002613,
ASK Ange Advisory Pty Ltd
I have been using this audit software since many years now. It is getting better with each passing day. I tried tax calculator for few funds and it is awesome! Really enjoy using this tool!

Fred Walker, SMSF Auditor Number 100144367,
Fred Walker
I have been using Online SMSF Audit for couple of years. On my recent CPA review of my audit working papers, the reviewer found my working papers generated from online SMSF Audit to be complying with auditing standards and requirement of a CPA member. I highly recommend this software to auditors who want to conduct a fully compliant audit. I also commend their technical staff who helped me at every stage of my review.

Abdul Ghafoor Mangla, SMSF Auditor Number 100262879,
Sage Accountants & Taxation Services
This software just keeps getting better!! I did my first tax calc on this software and it is the BOMB!!! Like the software. Like the support. Like the FREE webinars. Like the price. Any super fund auditor who thinks that they can do things more efficiently using anything other than this software is soft in the head!!! Well done guys!!!!!

Brendan Curran, SMSF Auditor Number 100222188,
BPC Accounting
This is fantastic software. I especially like the notes section with default notes and the ability to alter them. When the answer is a negative to any of the questions , it gives me the option of the details I would like to appear in the Management letter to trustees and the Contravention report, saves a lot of time making separate reports for each of these from my notes, I can do it all in the same place. Very efficient!

Brian Willett, SMSF Auditor Number ,
FinCare Accounting
For 2016-17 financial year, all financial and compliance requirements are met. No issues noted.

Mahiul Murshed, SMSF Auditor Number 100225527,
Frontier Accountants & Consultants Pty Ltd
Very good system to use. I was recommended this by a colleague.

Justin Ko, SMSF Auditor Number 100068353,
JKO Business & Tax Solutions
Online SMSF Audit tool is the best software for auditing SMSF. Easy to collect and upload information, very good checklist, covers every aspect of SMSF, huge time savings with the ability to generate reports and complete an audit with only click and the signed audit report is sent to the trustee / accountant.

Elias Akeri, SMSF Auditor Number 100150089,
Akeri Tax Accountants Pty Ltd
This software has very good system of maintaining documents by Trustees via their uploads. Getting information from clients is now become a very easy process. Recommend this software to every accountant who looks after SMSF's.

Afi Memon FCPA, SMSF Auditor Number 100048691,
A. M. Associates
Documents are all in one place for my audit. This software allows you to make notes on the audit evidence and stores these documents for future downloads. My staff can now conduct audits with my supervision in real time. Very good Software.

JALAL AHMED FCPA, SMSF Auditor Number 100009863,
MRM BUSINESS SERVICES
Reviewed the work papers and very impressed with the details contained in them. The checklist had all the relevant questions, very handy for new staff - a learning experience for them to understand complexities in an audit. I like the constant upgrades to the software, good to know that the checklist is always up to date.

Shree Ram, SMSF Auditor Number 100264079,
AAT Plus Services Pty Ltd
all ok

VINOD SHARMA, SMSF Auditor Number 100142890,
Vinod Sharma
Verified all the requirements of checklists.

Sarfraz Aslam, SMSF Auditor Number 100078368,
SMSF Audit Link Pty Ltd
We have been using online SMSF audit since 2013 and have integrated with our website in 2014. Manoj and his team helped us with designing & creating our current website. Online SMSF Audit has helped the business to increase by 10 fold which would have been impossible on how I was auditing earlier (manually). I have now set a target to audit 5,000 funds every year, which I know is possible on the online system. I highly recommend integrating the audit tool with your website to create a truly online business with significant higher selling price than an ordinary audit practice. I am a very keen user of technology and excited about Actuarial Certificate which my referring accountants can purchase for $55 - digital disruption at it's best!

Christopher Bastin, SMSF Auditor Number 100173859,
Just SMSF Audits Pty Ltd
Online SMSF Audit works well with our systems, very happy that I decided to on this software after evaluating other available audit software's. Highly Recommended to SMSF Auditors who are keen to do a good audit.

Robert Wilson, SMSF Auditor Number 100024664,
Robert W Wilson & Co
Online SMSF Audit tool is very easy to use and provides assurance to SMSF Auditors that the working papers & procedures are in compliance with ATO & SIS Act audit requirements.

Biruktawit Zekarias, SMSF Auditor Number 100149988,
Smith and Young Public Accountants Pty Ltd
Extremely Simple to use. It is good to know that Trial Balance Import function is being implemented which would be great for auditors with clients using Simple super (desk top).

Phillip Scandizzo, SMSF Auditor Number 100197117,
Concepts & Results Pty Ltd
Very efficient system

PARAVASTU RAVI KUMAR RAMAYANAM, SMSF Auditor Number 100260348,
JHSKP RAVI TAXATION SERVICES PTY LTD
Very good Audit Software. I will recommend it all auditors who are using a paper or an outdated checklist to audit funds.

Anthony Bradshaw, SMSF Auditor Number 100192283,
Nimbus Financial Pty Ltd
I really like using this audit software. The audit tools are very interesting. Everyone is sure now that no important issues are left out, simply brilliant!

Abdul Ghafoor Mangla, SMSF Auditor Number 100262879,
Sage Accountants & Taxation Services
This online superfund audit tool is brilliant. It's efficient and saved me a lot of time to prepare audit work paper. Also meet the latest rules and regulations.

Xianmi Chen, SMSF Auditor Number 100263152,
ACX SMSF Audit Services Pty Ltd
The use of these working papers ensures that we as auditors are up to date with the latest rules and regulations as well as acting as an interactive check list. This in turn allows us to concentrate on the substantive matters relating to the audit rather than spending unproductive time making sure that all items are covered.

Christopher Betar, SMSF Auditor Number 100025910,
Whitehead Dingley & Betar
I have done hundreds through onlinesmsfaudit.com.au now, the website is brilliant idea, it has all the necessary resource and tools you need for audit to help to finish the job by using best practice.

Roddy LIU, SMSF Auditor Number 100257672,
RL SMSF AUDITS
I have few audits to do. The SMSF world is changing so rapidly that keeping pace with requirements of an auditor become challenging for a small firm like mine. But luckily we got online SMSF which is great utility to complete step by step process easily. I have now more confidence by using these tools. All the templates are updated according to requirements.

Sheikh Anwar, SMSF Auditor Number 100197411,
ANS Accounting & Financial Services
I have been using this website for my audits since 2014 and have conducted more than a 100 audits online. This website helps auditors to complete a comprehensive SMSF audit in no time. All working papers are kept up to date and our audit is current and up to date with SIS Act and Regulations as working papers change as when the law changes. I would recommend this online audit website to any SMSF auditor who is pedantic about his or her work. BTW, their technical support is awesome, which is beyond ordinary expectation.

Adrian Law, SMSF Auditor Number 100116274,
A.H Law Accounting & SMSF Auditing
Very comprehensive SMSF Audit Software. Clearly a lot of effort has gone in design and flow of the audit User Interface (UI).

PETER CALDWELL, SMSF Auditor Number 100206175,
PETER JOHN CALDWELL
Great process of completing audits. I particularly like the way the signed audit report is automatically issued to the Accountant and the Trustees of the fund. Good work!

James Hilbert, SMSF Auditor Number 100013527,
SPECIALIST AUDITS PTY. LTD
Good - Great to know that your team is working on minimum pension check calculator based on prior year balances so that the portion b/w taxable/non taxable is correctly calculated and min has been met. Dividend check would also be great.

Brett Armfield, SMSF Auditor Number 100033485,
Frontier Financial Services Pty Ltd
It is very comprehensive and effective audit tool for SMSF audit. Those who are not using it are in my opinion are at a disadvantage.

XIAO HONG WU, SMSF Auditor Number 100138529,
HAND WU & CO.
Hey guys, here are a couple of suggestions: - we always check the fund's abn on abn lookup to ensure the fund is active and complying to receive rollovers. We also check the corporate trustee's ACN against ASIC to ensure it is registered. What do you think of the idea of having a "search" button somewhere in the audit program for both ABN lookup and ASIC where it goes straight to these websites to allow for immediate searching? When ordering companies from some shelf suppliers they have that facility to ensure a name is not taken when ordering a company so something similar would be good???? - David = All your suggestions are now implemented, Thank you Manoj Abichandani

David Momirovic, SMSF Auditor Number 100043338,
VDM & Thorn Pty Ltd
Online SMSF Audit is not only a great tool to conduct Self Managed Super Fund audits smartly, but for me, it also serves as a 24/7 online depository system for fund documents storage which I can collaborate with accountants and their trustee clients. In my opinion Auditors not using this online system are at a serious competitive disadvantage as to their time management plans and in providing highly technical legislative audit requirements to their clients. The roll over function of the system, and automatically checking of closing ASX share prices and dividend income has saved more than half my financial audit time. I congratulate the development team for simplifying the layout and their ability to understand practical audit process.

Mitch Schoers, SMSF Auditor Number 100016395,
AMS Accountants
Online SMSF Audit is a well thought out system that ticks all my boxes, was easy to get started and is great value for the money.

GRAHAM WROTH, SMSF Auditor Number 100082906,
SELECT AUDIT SERVICES
We have been using this software for close to 2 years now and have found it very user friendly and a great help in ensuring we cover every aspect of the Audit. The fact that it can generate necessary paragraphs for use in the ACR and Management Letters is also a time saving factor. I have recommended it to many of my fellow colleagues and will continue to do so.

Gino Coiera, SMSF Auditor Number 100115991,
Gino J Coiera & Co M I P A
Excellent software and helps me in keeping all my audit evidence, audit reports & documents online. No more paper....

Dharam Pal Singh, SMSF Auditor Number 100026944,
DPS AUDITING PTY LTD
Innovative software, excellent back up/contact . Saves time and paper. Strong recommendation to any stand-alone SMSF Auditor.

Stephen Ryan, SMSF Auditor Number 100118858,
Clarity Accounting & Taxation
Online SMSF Audit certainly assists with providing efficient, comprehensive audits together with regular and relevant system improvements and helpful technical and administrative support. Highly recommended.

Vaughan Saady, SMSF Auditor Number 100042699,
Vaughan Saady Chartered Accountant
The Online SMSF Audit provides an adaptive program to facilitate a sometimes complicated review process. The program can save substantial time to plan and document that process.

Peter Belinfante, SMSF Auditor Number 100086271,
Peter R. Belinfante, Chartered Accountant
The Online SMSF Audit system is a big improvement on the manual system, as streamlined as it was. After a few audits it became quite easy to use, and have continued using it since early in the year. It is reassuring to know the check list is up to date with compliance, and all the questions that need to be asked. Setup a client and roll into the audit. Finalise the audit, get work papers and reports, easily save a copy, email or allow a download, all paperless. Working on the cloud is no problem and the backups are happening in real time. The help desk really is helpful. Highly recommended.

Ralph Green, SMSF Auditor Number 100131860,
Business Systems Pty Ltd
The Onlinesmsf audit tool has cut the time taken to audit funds significantly, and I am still going through the learning curve. Have no doubt that I am going to be even more efficient as we I get more acquainted with the system. This is the tool that the industry has need in today’s competitive SMSF Audit market.

Alec Brandon, SMSF Auditor Number 100025465,
Proactive Accounting & Financial Services
Absolute praise and admiration for the team at onlinesmsfaudit. Not only has the online auditing software helped us streamline our internal operating procedures for our firm, but also the audit software being cloud based means we do not have to worry about continual updates. Summary - we remain compliant and efficient. We take this opportunity to express a special word of thanks to all the staff with which we have dealt with during our transition and integration. The team has proven to be on hand and availed themselves to our requests. Thank you!

David Heffernan, SMSF Auditor Number 100 039 585,
DDH Strategies Pty Ltd
This program is unique. I called several providers of SMSF accounting software including BGL and they did not have anything like this as an audit software tool. Esat is pretty useless from a storage and information point of view. Keep it up. I struggle with it sometimes but I am getting there and the improvements you make all the time are making it just a great program to use.

Jenni White, SMSF Auditor Number 100034151,
Jimboomba & Southside Accounting Services
A comprehensive and efficient audit tool that enables me to complete better audits.

Rob Green, SMSF Auditor Number 100117388,
Infuse Accountants & Advisors
We have been using Online SMSF Audit for the past 6 months and it certainly has cut our audit time but more importantly allowed us to focus on the compliance issues rather than transactional matters. Would recommend other auditors to try the program.

Neville Walker, SMSF Auditor Number 100084017,
Neville Walker
I have used the Online SMSF Audit tool for the last year and have completed 24 audits in that time. I have found the tool to be an excellent way of ensuring my audits are compliant with ATO and ICAA guidelines. I have also found that my time required to complete an audit has reduced so that my efficiency and through-put has increased. My client accountants have all reported good experiences with uploading files and documents and they are all supportive of the system. I would recommend this online tool to any SMSF auditor.

John Harmey, SMSF Auditor Number 100011265,
Clearview Audit Solutions Pty Ltd
Not only does OnlineSMSF Audit substantially improve the speed of completing an audit, the automated checklists means that we cover every aspect both completely and efficiently. The accountants upload all the required documentation and the system emails that the Fund is ready for audit. The support people are great to deal with and quick to respond. All at a very reasonable cost.

Michael O'Brien, SMSF Auditor Number 100021065,
Cetacean Consulting
It's very good. The website is updated regularly to reflect any changes. I'm confident that all avenues of audit are covered. I would never go back to the manual system.

Kim Cowgill, SMSF Auditor Number 100121873,
KIM COWGILL
Very Impressed! Simple to use, concise & compliant, what more could I want.

Rohan McCoy, SMSF Auditor Number 100119131,
McCoy Accounting & Assurance
I tested this online audit software for some of my audits in 2013. I particularly like the ability for the referring accountant to upload audit evidence for my audit. I look forward to using this audit tool for my 2014 audits and recommend to any auditor who would like to streamline their processes.

Michael Ryan, SMSF Auditor Number 100094602,
Michael Ryan Pty Ltd
What a fantastic SMSF Audit tool this is! I now have 74 funds completed using it & the time it is saving me (as a Sole Practitioner) is great. I will double, if not triple, my SMSF Audits over the next year using onlinesmsfaudit.com.. Get on to it!

Dennis WRIGHT, SMSF Auditor Number 100123304,
Dennis K Wright & Associates
This online software allows auditors to upload & conduct a compliance audit on permanent documents of a self managed super fund thereby reducing time in auditing the same fund each year. I would recommend this online software to any auditor who conducts SMSF audits for the same fund, year after year.

Mark Mackenzie, SMSF Auditor Number 100131806,
Wardle Partners
I am highly impressed with the SMSF legislative technical support experience from the team. The response came back to me in no time with precise answers to my auditing queries of the superfund, which were direct to the point. From a technical support team I expect straight forward solutions with no frills. My experience with onlinesmsfaudit had it all. I strongly recommend it.

Jeremy Yuen, SMSF Auditor Number 100198543,
ACE SMSF PTY LTD
We looked at this online auditing tool very closely before deciding to use for our firms SMSF audits. We found SMSF auditing software adequate to our high auditing standards and the efficiencies it could bring to our processes. We were particularly impressed with the level of understanding of the professional Auditing standards of the development team and the keenness to improve and make the Auditors legislative obligations effortless. I have been told that our firm is one of the few larger audit firms who are now using the online software, I recommend other firms to test and evaluate the software and judge how it can improve the quality of your audits and reduce your audit time, like it has done ours.

Bernie Rohan, SMSF Auditor Number 100079561,
Australian Super Audits Pty Ltd
This online audit program speeds up the audit process, and allows the auditor to spend time on the audit rather than on the paperwork.

Rebecca Garnsey, SMSF Auditor Number 100167833,
Divergent Numbers
An excellent audit tool. I have integrated my website to onlinesmsfaudit.com.au and have all my clients uploading the data directly to my site. Recently I was in Bangkok and I was able to complete 2 audits while on my holidays! all online, thanks to online audit software.

Dawid Maj, SMSF Auditor Number 100007029,
DKM Audit Solutions
I have used this service for the first time and i am very happy with the results. Good layout and easy to understand and work through in a logical manner. I will be using this service for all my SMSF audits.

Daniel Harris, SMSF Auditor Number 100058982,
Core Accounting and Taxation Pty Ltd
Its a very user friendly online audit software and I am impressed with the quality of documents generated at the end of the audit. I would like to congratulate the team of Online SMSF Audit for this wonderful tool and making our life easy.

Raman Chopra, SMSF Auditor Number 100121515,
RCA Business & Tax Accountants Pty Ltd
We've found this software to be an excellent audit tool & very easy to use. In particular, where a breach of the SIS rules has occurred, the online audit tool really helps to identify the key issues & the relevant legislation & generates the appropriate work papers and contravention report.

Doug Mosenthal, SMSF Auditor Number 100104603,
RJ Newton & Associates
After having used the software for a while now, I find it easy to use. The software is very comprehensive, resulting in good quality audit working papers. I appreciate that all queries raised with the support team or issues are dealt with quickly and feedback / improvements suggested on software are implemented promptly.

Audrey Dawson, SMSF Auditor Number 100032880,
Super Confidence
I have now completed my second audit using this software. A very efficient system. The company has also been excellent in answering queries that I have asked. With a growing practice, this package is just what I have been looking for, at a practicable price.

Eric J Taylor, BCom (Adel), FIPA, CTA, SMSF Auditor Number 100006899,
Australian SMSF Audits
I am rather impressed with the streamlined service offered by Trustdeed.com; and particularly impressed with the SMSF Tools and auditing information. The customer service has been exceptional. Thank you!

Karen Loison, SMSF Auditor Number 100112856,
QA Business Services
Online SMSF has reduced my audit time by over 50%. I would highly recommend this software to any SMSF Auditor if they want to improve productivity and reduce time required to complete the audit.

Lionel Arnold, SMSF Auditor Number 100260437,
J L Collyer & Partners
I have had no hesitation in contacting the “help desk” with queries and have found the support team to be both knowledgeable and very obliging.

Grantley Bland, SMSF Auditor Number 100010240,
THE GLADE FTG PTY LTD ATF GNB FAMILY TRUST
I have now audited 32 funds using this program. The time saved is amazing and I have much greater confidence in the quality of the audit and work papers. I have also used the online support and found them to be very helpful and efficient. My request to be able to sort funds by status was taken on board and available within a day or so.

Linda Logan, SMSF Auditor Number 100009685,
Linda Logan
I now have 35 funds completed and looking forward to exceeding 50 funds. This programme has reduced paper filing to one page per fund. The online support for software and super fund issues has been extremely helpful and knowledgeable. They will listen to suggestions for improvements but they are really minor. I will continue to recommend this site to auditors and accountants.

Ken Elliott, SMSF Auditor Number 100032942,
KEN ELLIOTT ACCOUNTING PTY LTD
I have been using online smsf audit for a couple of months now and have found the product easy to use and superior in content. It has streamlined the way I audit super funds. The technical advisers have answered my queries either immediately via their live online facility or within an acceptable time frame for outside business hours queries.

Eugene Holzbauer, SMSF Auditor Number 100187522,
Eugene Holzbauer
Thank you for the opportunity to trial your software it is absolutley brilliant , best wishes Noel French & Assoc

Noel French, SMSF Auditor Number 100127866,
French & French
Had an online query which the staff was able to respond and resolve very quickly and efficiently.

Kath Angelo, SMSF Auditor Number 100002211,
Alan Lopez
I have only recently started using this software for my audits. You have converted me. A great software which should be used by all auditors.

Dinesh Nanayakkara, SMSF Auditor Number 100166103,
D.S Audit Services
This is the first SMSF audit I have completed on OnlineSMSF. There has been a big learning experience - both in terms of the system and also SMSF auditing in general. The efficient collection of audit documents seems to be a valuable feature of this website.

John R Flint, CPA, SMSF Auditor Number 100235292,
Smart Audit Australia
This software is cost effective and very easy to navigate. Certainly impressed and would highly recommend it.

S P Algeri, SMSF Auditor Number 100009514,
Professional Income Tax Services
This is the first fund that I have completed. Even though it took some time, I imagine that familiarity with the software will improve that situation and I expect that this programme with be an invalu

Grantley Bland, SMSF Auditor Number 100010240,
THE GLADE FTG PTY LTD ATF GNB FAMILY TRUST
So far, after an initial trial, it looks pretty good. I need to review the workpapers and tidy up a few procedures, but I believe it will improve the quality of my audit.

Greg Clareburt, SMSF Auditor Number 100007485,
Enterprise Audit
First time through on a simple fund - but very satisfied Thank You

Peter O`Regan, SMSF Auditor Number 100243794,
O'Regan & Partners Audit Services
This program ensures that the audit has been well documented and the fund has been comprehensively audited. Further the continuous and convenient support available is excellent.

Mary-Ellen McMillan, SMSF Auditor Number 100181771,
SMSF & Beyond
Easy to pick up and saved half of the time for working paper preparation.

Wai Lok, SMSF Auditor Number 100138074,
A Level Accountant
Use of the Online SMSF Audit tool has been of great assistance to my practice. In particular, it has provided: · An increased level of knowledge across many aspects of SMSF audit for both myself and my staff, · Significant time savings and reduced storage when compared to our old practice of preparing hard copies of audit procedure templates, · Confidence that we have correctly completed all aspects of the SMSF audit because any changes to relevant laws are promptly reflected in the on line SMSF audit tool. I recommend the On Line Audit SMSF tool to all SMSF auditors.

Max Connelly, SMSF Auditor Number 100232282,
A Grade Tax
Will take time for first time user to fully come to grips with all aspects offered. Is quite imprssive in its detail

Lindsay Coster, SMSF Auditor Number 100265610,
Glance Consultants
As a first-time user of this software I have found it to be intuitive and user friendly, and it certainly saved me a lot of time by automatically documenting the audit process. I recommend it.

Richard Goddard FCA, SMSF Auditor Number 100022508,
Holistic Super Specialists
Audit of SMSF has been made(SO)Easy and less time consuming that it has enhanced economy without hampering the Quality of the AUDIT to the least. We highly appreciate this software

A S M Ariful HAQUE, SMSF Auditor Number 100121784,
SMSF madEasy Pty Ltd
Just finished my first Audit and felt that it was thorough and easy to use. Great product, I will be continuing to use it

Jane Noller, SMSF Auditor Number 100016680,
Jane L Noller & Co
This Audit Program has strengthened my SMSF Audits, whilst decreasing the time taken to perform those Audits. Can only heartily recommend it to all SMSF Auditors.

Dennis K Wright, SMSF Auditor Number 100123304,
Dennis K Wright & Associates
This is a great program! It will save so much time for future audits and covers everything!

Libby Hovasapian, SMSF Auditor Number 100007556,
Alpine Auditors
The service was very comprehensive. I am very pleased with it.

Partner, Robert T Hosking, SMSF Auditor Number ,
Robert T Hosking
I am not scanning any documents – all records are online – a trustee wanted his trust deed while he was overseas – all he had to do was log in and download – highly recommended!!

Sanjay Vadher, SMSF Auditor Number ,
I used this website to test one audit, it took a bit of time to enter all the data, but from thereon everything went smoothly. I now audit all my SMSF on it – save 2 hrs each audit

Ravi Kumar, SMSF Auditor Number ,
We have linked our website to be the front-end of this website via iframes and allotted all accountants username and passwords. Over 2800 SMSF audits are now conducted seamlessly.

Sarfraz Aslam, SMSF Auditor Number ,

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