Our Process
Personalised Approach
backed by technology
At Saul SMSF, we bring together advanced technology and a personalised approach to create a seamless, stress-free SMSF experience tailored to your needs.
Onboarding
Before the formal engagement begins, Saul SMSF focuses on educating and preparing new clients about what the SMSF audit entails. This stage is crucial for setting expectations and gathering preliminary information.
Information Sessions
Clients receive a detailed introduction to the audit process, highlighting how Saul SMSF’s technology will streamline their experience.
Documentation Checklist:
Clients are guided on gathering all required documents using a simplified checklist, facilitated through our advanced client portal.
Initial Consultation
Offering an opportunity to address any client queries and ensure clarity on the process
Engagement
This phase formalises the relationship between Saul SMSF and the client, agreeing on terms and where clients arae integrated into Saul SMSF’s advanced auditing system, which will facilitate a smooth audit process.
Agreement on Terms
Finalising and signing the audit agreement to ensure both parties are clear on the scope and responsibilities.
Assigning an Audit Manager
Introducing the client to their dedicated audit manager who will guide them through the entire process.
Client Portal Setup
Onboarding clients onto Saul SMSF’s audit software and client portal, where they can track the audit progress and communicate directly with the audit team.
Connect & Upload
At this stage, the focus is on gathering all necessary data required for the audit. This phase is critical for ensuring that the audit is conducted efficiently and thoroughly.
Document Collection
Receiving all required financial statements, transaction records, and other relevant documents.
Initial Review
Conducting a preliminary review of the provided information to identify any gaps or issues that need resolution before the full audit commences.
Example Step
Conducting a preliminary review of the provided information to identify any gaps or issues that need resolution before the full audit commences.
Audit Performed
The core audit work is performed during this stage, where detailed analysis and verification of the SMSF’s financial records are carried out.
Comprehensive Audit
Our technology-driven approach allows for a thorough review of all financial documents and transactions.
Solution-Focused Analysis
Instead of just identifying issues, our focus is on providing actionable solutions and improvements.
Continuous Communication
Keeping the client informed about the progress and any findings via the client portal.
Completion and Reporting
Once the audit is complete, a detailed report is prepared and provided to the client, outlining the findings and any recommendations or corrections needed.
Draft Report:
Preparing a comprehensive audit report that includes findings, issues identified, and recommendations.
Client Review
Allowing the client to review the draft report and discuss any concerns or questions.
Final Report and Delivery
Finalising the audit report and delivering it through the client portal, along with any necessary compliance or advisory notes.
Follow-Up & Support
After the audit report is delivered, Saul SMSF offers follow-up support to assist clients with any post-audit queries or compliance issues.
Post-Audit Support
Providing ongoing support for any queries related to the audit findings or recommendations.
Compliance Assistance
Offering additional services for rectifying any compliance issues identified during the audit.
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Our Promise To You
Our Values
Our core values are Strength, Integrity and Reliability.
Solution Focused
Quick, consistent, and personalised solutions focused on your needs.
Transparent and Direct Onshore Communication
Clear, direct communication from an experienced, onshore team.
Threats to Audit Independence
Fully independent audits following APES 110 standards.
Threats to Audit Independence
A diverse client base ensures unbiased, independent audits.
Data Peace of Mind
ISO-certified security for complete data protection.
Your Survey Results
Based on your requirements, we recommend the below services. We also offer more tailored approaches and we you can simply send us an enquiry to discuss your particulars in more detail.
Simple SMSFs, highly automated, low touch, high volume, – also includes first year SMSFs and wind-ups. From $300 plus GST
SMSF Essentials is targeted toward high-volume, low complexity SMSFs as held by Administrators, Financial Planners or large Accounting Firms Quick Turnaround, Consistency – all backed by best use technology innovation. Electronic Communications. Adherence to Audit Checklists essential.
Thank You for Your Inquiry
One of our team members will review your inquiry and respond promptly. We appreciate your interest in our services and look forward to assisting you with your auditing requirements.
Your Survey Results
Based on your requirements, we recommend the below services. We also offer more tailored approaches and we you can simply send us an enquiry to discuss your particulars in more detail.
Saul SMSF Advanced combines high automation with personal service for sophisticated accounting firms managing complex SMSFs, including property, LRBAs, private assets, cryptocurrency, and unlisted foreign investments, priced between $400 to $700 plus GST.
Perfect for firms who prioritise strong client relationships, audit quality, and quick turnaround (3-5 days). They seek a trusted auditor for technical support and brand protection from the ATO, valuing long-term relationships and high-quality service synonymous with Saul SMSF’s ethos.
Thank You for Your Inquiry
One of our team members will review your inquiry and respond promptly. We appreciate your interest in our services and look forward to assisting you with your auditing requirements.
Your Survey Results
Based on your requirements, we recommend the below services. We also offer more tailored approaches and we you can simply send us an enquiry to discuss your particulars in more detail.
SMSF Forensic is an audit service that focuses on SMSFs with seemingly complex and intractable compliance issues. It refers to specialised investigation of intricate SMSF cases, which is solution focused.
Thank You for Your Inquiry
One of our team members will review your inquiry and respond promptly. We appreciate your interest in our services and look forward to assisting you with your auditing requirements.
Your Survey Results
You have a unique combination of requirements and auditing needs which will require an in-depth understanding of your current situation and tailored service approach. You can get in touch through our contact details below or through our form, to arrange a call to discuss your particulars. We look forward to hearing from you.
Thank You for Your Inquiry
One of our team members will review your inquiry and respond promptly. We appreciate your interest in our services and look forward to assisting you with your auditing requirements.
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