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This year-end questionnaire for Self Managed Superannuation Funds is sent to the Trustee of a Self Managed Superannuation Fund to gather information for the preparation of end of year accounts for the Fund. Learn More
These workpapers cover all aspects of SMSF including Assets, Liabilities and Accruals, Members Accounts, Income and Expenses (CGT, Dividends, Distributions, Rental) and Taxation. Learn More
This document set provides the necessary tools in completing the audit of a Self-Managed Superannuation Fund.
It includes the procedure and all the relevant checklists, workpapers, forms and letters. Learn More
This Accounts Preparation Accounting Checklist offers a wealth of knowledge, in particular for the less experienced accountant, and should be used at the start of an assignment to ensure that items are not missed. This checklist covers all processing from the start of job to completion of the job when it is sent out to the client. Learn More
This Accounts Preparation - Final Self Review Checklist is a review of the job once completed and acts as a mind jogger to ensure that all accountants have covered every possible item for the client. This checklist is used by accountants at all levels of experience. Learn More
This checklist is used to assist in the preparation and calculation of a Capital Gainst Tax assignment. It offers a wealth of knowledge, particularly for the less experienced accountant, and should be used at the start of an assignment to ensure that items are not missed. Learn More
These workpapers are used to calculate the capital gains and losses on the disposal of assets. Our workpapers provide for paperless processing with a review area on each individual worksheet and an area to hyperlink all those client source documents. Learn More