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SMSF Audits

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SMSF Audits Fixed Fee of $495* (GST inclusive)

We have negotiated a Fixed Fee of $495* for our SMSF Audits with Baumgartner Super

We can offer members of the NTAA one set fee regardless of:

  • the size of the fund;
  • the number of investments in the fund;
  • the type of investments in the fund; and
  • the number of members in the fund.

Why use our Audit Service?

  • SMSFs audited for $495*
  • Our audits are conducted in AUSTRALIA
  • 5-day turnaround
  • Auditor Independence
  • Protect your client, your practice
  • Assigned an individual client manager

(*) Potential additional audit charges

An Auditor Contravention Report (ACR): where ATO guidelines require compliance issues to be recorded in an ACR, then preparation and the lodgement of an ACR is an additional $330 (GST inclusive).  Baumgartner Super will contact you if an ACR is required.

Funds with serious compliance issues where specialist guidance is required will be classified as ‘RED’ and will be priced upon application (anecdotally this is less than 2% of funds audited).

SMSF/Audit documentation service

Depending on the SMSF’s individual circumstances, the following documents may be required for audit purposes.  The NTAA can assist you with these. Please click on the product in the table below to download the relevant order form.

Product Description Fee (GST Inclusive)
Title Searches It is a requirement of the audit service that a title search for each property held at 30 June by the SMSF be provided annually to the auditor. Title searches are state based.

Vic, NSW, QLD: $55

WA, ACT, SA, Tas: $99

Property Valuation Report It is a requirement of the Superannuation Industry (Supervision) Regulations that an SMSF must value its assets at market value when preparing its financial statements.  A property valuation report could be used to assist the SMSF in complying with the regulation and the ATO’s valuation guidelines. $99.00
Actuarial Certificate An actuarial certificate is required to be provided to the auditor for review where the SMSF is claiming exempt pension income and has unsegregated pension assets. $143.00

 

Please note, under this new pricing structure, the 50+ rebate will no longer apply from 1 July 2015.