Request for SMSF Audit Procedures

Important Notes:

  1. The globally accepted payment gateway PayPal is our preferred platform, for delivering service level agreement;
  2. If you do not have a PayPal account, PayPal has a guest checkout which accepts Master Card or Visa; &
  3.  By using the PayPal platform, the trustee(s) is agreeing to prepay for the base fee of $330 upfront. Alternatively, trustees can download and complete the application using paper format.

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Your Current Self Managed Superannuation Audit Arrangement
    Name of your current ASIC Approved Fund Auditor Name of Corporate Trustee & ACN number - e.g. Smith Pty Ltd [ACN 82 751 895 751] (if applicable - otherwise, leave as blank) Fund Establishment Date (example: 18/08/2006) Fund Name & ABN Number (example: Brown Superannuation Fund [ABN: 36 121 485 337] Residential Address Suburb & Postcode Please select State Primary Contact Number of First Director/Trustee/Member (Required) Email Address (Required). This will be used for delivery of our service level agreement.
    Salutation for First Director/Trustee/Member First Name Surname Date of Birth Tax File Number (Required) Salutation for Third Director/Trustee/Member First Name Surname Date of Birth Tax File Number (Required)
    Please upload relevant files here. For example, your superannuation trust deed, financial statements prepared and electronic source documentation. As trustees of the self managed superannuation named above: I/we authorize SATO SMSF Administration to act as the Approved Auditor of our self managed superannuation I/we authorize SATO SMSF Administration to contact our current fund auditor to assist with the transfer (if required) Please tick this box to accept the terms and conditions to proceed By clicking the "Submit" button, you consent to appointing SATO SMSF Administration as your preferred fund auditor, and to the terms and base fees applicable of $330 (GST Inclusive). You will now be directed to PAYPAL to make & confirm payment. A tax invoice will be provided for your retention. AFTER CLICKING SUBMIT, PLEASE WAIT FOR ABOUT 15 SECONDS.

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