SMSF Audits Well Solved: What Excellence Really Means

SMSF Audits Well Solved: What Excellence Really Means

On Friday, 24 October 2025, I was honoured to receive two national awards at the SMSF Adviser Awards — SMSF Auditor of the Year and the Excellence Award (Individual).

While deeply humbling, these awards are not about one person. They reflect the collective commitment of the Saul SMSF team, our partners, and the accounting and advisory professionals who place their trust in us every day.

At Saul SMSF, our guiding phrase — “SMSF Audits Well Solved” — captures far more than technical excellence. It defines the way we think, work, and lead.

Well Solved Means Proactive, Not Reactive

For us, audit quality is not just about compliance — it’s about foresight.

Our partners often say that we “identify potential issues before they become significant”, helping prevent breaches and giving trustees confidence that their fund is on the right path

True independence means more than ticking boxes; it means standing beside our clients with honesty, clarity and purpose — even when the answers are complex.

Well Solved Means Partnership and Trust

For over a decade, our relationships have been built on collaboration.
As Stewart shared:

“David and his team have always been professional, supportive with any technical issues faced, and look to assist with resolutions. I personally rely on David a lot to explain any potential grey areas, so there are no surprises.”

We see ourselves as an extension of our partners’ teams — helping them deliver confidence, not complications, to their clients.

Well Solved Means Innovation with Integrity

Excellence in SMSF auditing is evolving. As Jonah noted:

“The Saul SMSF team has combined deep audit proficiency with technological innovation, bringing efficient, scalable and highly accurate audit solutions to their partners across Australia.”

Our continued investment in platforms such as SMSF IQ and integrated dashboards reflects a simple belief — technology should serve people, not replace them. Automation should enhance transparency, not diminish care.

Well Solved Means Humanity in Every Detail

Garvin described our approach best:

“David is willing to personally meet with stakeholders, clearly articulate the issues, and navigate challenges with professionalism and empathy… This readiness to address sensitive matters directly, while maintaining transparent and respectful communication, is a hallmark of the Saul SMSF approach.”

And beyond our profession, we are proud to support causes such as Taking Paediatrics Abroad, Kathryn, wrote:

“Saul SMSF’s generosity is inspiring and energising for our small charity, strongly affirming their ethics and values.”

Excellence, after all, means using our strengths to lift others.

The Road Ahead

As we look to the future, “SMSF Audits Well Solved” remains more than our tagline — it is our promise.

• A promise to our partners that we will continue to deliver independence with integrity.
• A promise to our industry that we will keep raising the standard of professional excellence.
• And a promise to ourselves that we will never stop learning, questioning or improving.

As the SMSF landscape continues to evolve, Saul SMSF is leaning into the future — embracing innovation, strengthening collaboration and showing the way forward for what truly independent, technology-driven, human-centred SMSF auditing can be.

To every client, partner and colleague who walks this journey with us — thank you.

Together, we are proving that when SMSF audits are well solved, everyone’s future is stronger.