Document Library

IDTitleDateCategoriesLink
3282Client Satisfaction Survey Results, 20242024/12/10Download
3278Audit List of Essential Reports2024/11/28Download
3268Client Newsletter: November 20242024/11/13Download
3260Audit and Query Turnaround Timeframes2024/10/31Download
3258Disqualified Trustee2024/10/30Download
3270Client Newsletter: October 20242024/10/03Download
3252Bank Statement cut off procedures and 30/06/20242024/10/02Download
3248Rental reduction related party required audit documentation2024/10/02Download
3245Audit Fee Tier application2024/10/02Download
3235Ask the Auditor – Webinar slides September 20242024/09/02Download
3229ATO Property Valuation Guidance Update FY20242024/07/31Download
3226Property Valuation Template 12024/07/31Download
3223(Example) Minute Template 4: INVESTMENT IN RELATED UNIT TRUST WITH PROPERTY2024/07/26Download
3221Australian Farmland Values 20242024/07/24Download
3219Audit: List of Essential Documents2024/07/22Download
3215Updates to our standard templates for FY20242024/07/15Download
3200Closely Held Investments2024/04/24Download
3198(Example) Minute Template – Closely held Unlisted Entity Market value2024/04/24Download
3193Pre 99 Trust Declaration2024/04/22Download
3191Criteria to determine related versus non-related trust2024/04/22Download
3188Precious Metals: Trustee Declaration for Precious Metals2024/04/19Download
3184Trustee Declaration – Confirming the investment is not a related party2024/04/08Download
3180Related Parties2024/04/05Download
3152Client Onboarding Checklist – Class2024/02/14Download
3150Client Onboarding Checklist – BGL3602024/02/14Download
3148Workflow Process Update: Provision of requested documents2024/02/14Download
3135Client Satisfaction Survey Results & Audit Process Update2023/11/21Download
3128SMSF Wind-up: ATO Guidance & the Evolv audit approach2023/11/15Download
3121Wind up minutes updated2023/11/15Download
3112ATO Property Valuation Guidance Update and our audit approach2023/09/28Download
3094(Example) Minute Template 3: RESIDENTIAL PROPERTY2023/09/28Download
3092(Example) Minute Template 2: RURAL & COMMERCIAL PROPERTY2023/09/28Download
3088(Example) Minute Template 1: ALL PROPERTY2023/09/28Download
3066Work Test Declaration Template Example2023/08/01Download
3065Borrowing Balance Confirmation at Year End2023/08/01Download
3064Loan Investment Balance Confirmation at Year End2023/08/01Download
3059Condition of Release Declaration2023/08/01Download
3056SuperStream Update – Roll Over In2023/07/28Download
3054Superstream Audit Considerations2023/07/28Download
3052SuperStream Additional Information2023/07/28Download
3050Residential Property Valuation2023/07/28Download
3048Property Valuations and Regulation 8.02B of SISR2023/07/28Download
3046E-Signature Guidance2023/07/28Download
3044ATO Guidance and Commercial Property Valuations2023/07/28Download
3042Vacant Land Valuations2023/07/28Download
3040SuperStream Update – Roll Over Out2023/07/28Download
3039Farmland Valuations2023/07/27Download
2976Direct Debit form2022/11/30Download