Our process

We've built a robust process for delivering the expected outcome.

✎ Manage Process

• 👋
  Step 1
  Synergy SMSF Audits engaged
• 📨
  Step 2
  Receive fund documentation and records with checklist and client authority/trustees letter
• 👍
  Step 3
  Confirm receipt of audit request
• 🔍
  Step 4
  Conduct audit. Any contraventions we will contact to discuss
• 📬
  Step 5
  Return any original records with engagement letter, management letter, representation letter
• ✍️
  Step 6
  Signed documentation to be returned to our office
• 🧾
  Step 7
  The signed Audit Report will be issued with Invoice
• 📋
  Step 8
  Lodge any Audit contravention report with ATO
• 💅
  Step 9
  Audit Finalised