How it works

HOW IT WORKS Get Started

Step 1
ENGAGE SMSF AUDITOR as an accountant, tax agent or advisor. You will then be able to login to our client portal using the Username and Password you specified during registration.

DEMO PORTAL - To see how our client portal works, use the following credentials to log in (top right-hand corner)
User Name:
Password :123456
It will ask for Two Factor Authentication – please close this box to continue with demo.
Step 2
ADD FUND on the Portal - Once you have registered, you may now Add Funds for us to audit. This is self-explanatory once you go to Add Fund on the portal.
Step 3
UPLOAD DOCUMENTS – Once a Fund has been added, you may download our Engagement Letter and Trustee Representation Letter which will be tailored to your client fund. You may then upload all Permanent and Audit Evidence documents of your Fund for us to start the audit.
Click Here for Checklist of documents required for the audit.
Step 4
Audit will commence as soon as documents are uploaded. We will be in touch by email or phone to request additional documents or to seek clarification on any matter.
Step 5
Audit Report, Management Letter and audit invoice will be sent to you electronically once audit is finalised.
If you are having difficulties registering or uploading documents, just call us or email your details and we will guide you straightaway. Or you can simply email all audit related documents to this email