Akeri SMSF Auditors

SMSF Auditing For Financial Advisors

Financial advisors.

SMSF Auditing For Financial Advisors: We provide efficient and cost effective Self Managed Superfund Audit services to clients or trustees of financial advisors. Our audit professionals have a breadth of experience and technical expertise. As a financial advisor, you play great role in assisting clients to successfully establishing and running their SMSF. Akeri SMSF Auditors works independently alone to provide SMSF auditing service to clients of financial advisors and ensure compliance standards are achieved. Our role is to Audit clients fund and ensure investments are in line with with investment strategy and SMSF regulations.

All of our SMSF Audits are completed in Australia by our registered SMSF Auditors. Our team are friendly and you can communicate with us at any time. We will also give you opportunity to fill any conformity with standards instead of qualifying our audit report.

What is an SMSF?

Self-managed super funds exist in the form of a regulated tax structure which may only be used for the purposes of managing retirement income.

As the name suggests, an SMSF is registered in the name of the trustee or trustees whose superannuation is being invested through the fund. An SMSF may have up to four trustees, with each trustee assuming equal responsibility for the management of the fund and its compliance with laws and regulations.

SMSFs are regulated by the Australian Tax Office (ATO) and must be administered in-line with the relevant laws and regulations. The Australian Securities and Investments Commission (ASIC) determines what constitutes a compliant SMSF as well as who is able to provide financial services (e.g. SMSF auditors) to an SMSF.

Although technically an SMSF is ‘self-managed’, the complex financial reporting obligations and specific taxation requirements that apply to SMSFs mean that professional assistance is often required to set up and administer your fund.

For more detailed consumer-focused information direct from the corporate regulator, you can view ASIC’s consumer information guide for self-managed super funds.

We Can DecreaseYour Work Load

Finally, we believe that, if financial advisors outsource some of his or her task to us, they can be rest assured that the report would be conducted in a meticulous manner. You can trust us, with your eyes closed and we would be more than happy to help you out.