SMSF audit service

Fast, automated SMSF audits completed with ease and accuracy—powered by cutting-edge technology.

Effortless, high-quality SMSF audits

Evolv revolutionizes SMSF audits with intelligent automation and advanced technology. Our platform, powered by the proprietary EvolvWhite software, integrates seamlessly with leading SMSF admin systems like Class and BGL, ensuring a smooth and efficient audit process.

With flexible flat or tiered pricing, our services are scalable and competitive, tailored to meet your needs. Trust Evolv for a fast, intuitive, and reliable SMSF audit experience.

Fast Turnaround

Complete SMSF audits in as little as one day.

Advanced Technology

Powered by EvolvWhite with seamless API integration.

Proven Expertise

Pioneers of automated SMSF audit platforms.

Flexible Pricing

Choose between flat or tiered competitive pricing.

Streamlined Efficiency

Designed for accountants, administrators, and financial planners.

Our Process

Our process begins with every client being partnered with a highly experienced and dedicated client service team who understand relevant legislation and will be there to assist throughout the process. You’ll hear from us early, and as often as required, to avoid unnecessary queries, qualifications, or contravention reports.

We have a reliable and robust audit process that will ensure you experience fast and effortless audit completion. While our process is based on many years of experience, we can be flexible and work with you to ensure the process is mutually beneficial.

1

Pre-Audit query consultation

2

Submit fund to client portal

3

Evolv conducts audit

4

Live reporting & updates

5

Audit report issued

1 Pre-Audit query consultation

Ensures complex audit issues are addressed timely with a known outcome prior to the fund being submitted for audit to keep things moving for a quick and smooth audit.

2 Submit fund to client portal

Our cloud-based portal is a secure, quick and easy way for clients to submit funds for audit. Documents and data files for audit, that are not accessible via audit access to your SMSF admin software, can be dragged and dropped to the portal.

3 Evolv conducts audit

Your client service team receives the submitted fund and the audit is completed. Complex queries are supported by liaison with your SMSF registered auditor.

4 Live reporting & updates

It’s easy to keep track of all audits in progress with the live reporting and workflow management system accessed via the client portal.

5 Audit report issued

Once the audit is complete and all documents are signed, the audit is finalised and the signed audit report is available via the client portal or via an integrated e-sign solution.

1

Pre-Audit query consultation

1 Pre-Audit query consultation

Ensures complex audit issues are addressed timely with a known outcome prior to the fund being submitted for audit to keep things moving for a quick and smooth audit.

2

Submit fund to client portal

2 Submit fund to client portal

Our cloud-based portal is a secure, quick and easy way for clients to submit funds for audit. Documents and data files for audit, that are not accessible via audit access to your SMSF admin software, can be dragged and dropped to the portal.

3

Evolv conducts audit

3 Evolv conducts audit

Your client service team receives the submitted fund and the audit is completed. Complex queries are supported by liaison with your SMSF registered auditor.

4

Live reporting & updates

4 Live reporting & updates

It’s easy to keep track of all audits in progress with the live reporting and workflow management system accessed via the client portal.

5

Audit report issued

5 Audit report issued

Once the audit is complete and all documents are signed, the audit is finalised and the signed audit report is available via the client portal or via an integrated e-sign solution.

WHAT WE OFFER

Our Service

Effortless SMSF Audits, Backed by Expert Support

At Evolv, we ensure clients feel confident and fully supported throughout the SMSF audit process. Our service is designed to deliver high-quality audits with speed and ease while providing expert assistance at every stage.

Expert Leadership

Audit process led by registered auditors and a hands-on, knowledgeable client service team.

Pre-Audit Support

Technical and process assistance prior to audit reduces queries, supports Compliance and accelerates audits.

Client Resources

Comprehensive onboarding, client portal training, and ongoing technical support.

Advanced Tools

Auditors are trained and proficient in using our intelligent, automated software for a seamless audit experience.

Communication Program

Stay updated with monthly newsletters, webinars, and ATO guidance.

We’re committed to long-term partnerships, ensuring smooth, fast, and effortless audits year after year.