Looking Ahead – Total Business Solutions

Your SMSF is your future

Your SMSF shapes your future lifestyle.  As trustee, you are responsible for ensuring all legal obligations are met and to be confident that you have met those obligations, you need a quality audit.


Our Auditors are :

• Registered SMSF Auditors
• Experienced in SMSFs, commercial and not for profit audits

 

• Long standing Registered Company Auditors (ASIC)
• Ex Big 4 audit department 


Experience in SMSF Audits

Our audit experience is typically 1-4 member funds which hold a range of investments including residential and commercial property, shares and managed funds and:

• Funds with borrowings
• Funds in accumulation phase or pension phase and both

• Closure of funds
• Contraventions and reporting contraventions


Audit Fee

As the quality of documentation presented and the complexities of funds vary greatly, we invoice on a time taken basis. You can minimize our audit fee by providing good quality and complete documentation as set out on our checklist.  Our audit fees are typically in the range of $400-$700.

We provide you or your accountant with:

• A checklist of our requirements
• An upfront fee estimate based on these requirements being met

 

We also provide auditing services for other entities


Our Lead Auditors

wendy spacer

Wendy Hancox
DIRECTOR
B.Sc. (Hons), FCA, Grad Dip Computing, MBA, Registered Company Auditor, Registered SMSF Auditor 

Wendy Hancox has over 35 years experience in audit. She has been in practice as an accountant and business advisor since 1984.
Prior to this Wendy worked for CSR in the audit department and particularly as the Australian Sugar Auditor. Wendy also worked in the audit department for Touche Ross (now KPMG) in the U.K for 7 years.

     
brian  

Brian Jones
DIRECTOR
B.Sc. (Econ) Hons, FCA, Grad Dip Tax, MBA, Registered Company Auditor, Registered SMSF Auditor, Grad Cert Forensic Studies (Accounting)

Brian Jones has over 35 years experience in audit. He has been in practice as an accountant, business advisor and forensic accountant since 1989. Prior to this Brian was with BP Australia for six years in accounting policy and systems, corporate accounting and corporate treasury roles. Brian worked in the audit department for Touche Ross (now KPMG) in the U.K. in London, Birmingham and Geneva.