SMSF Audit Enquiry and Document Loading

Once you have downloaded and completed the documents (See this page Documents to Complete for your SMSF Audit you can load them using this form, and we will contact you shortly regarding commencement of your audit.

Alternatively, you can email them to us at or fax them to (07) 5545 4458

Your Name*
Your Email*
Bank Statements
Fund Trust Deed
Buy/Sell Contracts for Shares Owned by Fund
Dividend Statements
Managed Fund Statements
Fund Investment Strategy
Minutes of Meetings
Property Loan Documents
Minute Appointing Auditor
Tax Return for Year End
Financial Statements for Year End
Please add any questions or additonal information here