Services · Samples
Samples of our SMSF work
See what comes back to your firm before you send us a single fund.
Ask us for a current sample
Ask us for a current sample, every client detail removed. We'll send it to you by email.
SMSF workpapersA full year-end file, each balance referenced to its source document.
Ask for this sample: SMSF workpapers
Final reportsThe financial statements and member statements for a fund.
Ask for this sample: Final reports
Draft SMSF annual returnThe return as it comes back to you, ready for the trustees to sign.
Ask for this sample: Draft SMSF annual return
What a sample shows you
What to look for
- How each balance is traced to a bank statement, contract note or other source
- How the file is set out, so your reviewer can follow it quickly
- The level of detail in the reports your clients will see
About the samples
In every sample, each name, tax file number, account number and address has been removed or made up. If you spot anything that looks like a real person's details, please tell us at [email protected].
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