SMSF Audit Template

Self Managed Super Fund Template

CaseWare Australia & New Zealand is pleased to announce the release of the Audit System (SMSF) template for SMSF Audits.  This template was initial released to all current Audit System clients in early April 2011 and is updated annually.

Features the content from the previous SMSF section of the Audit AU template, updated for Clarity standards.

• Has most of the functionality of the most recently released main Audit System template.
• Split out of main audit template to simplify the file-creation process.
• Complies with the guidance set out in the Guidance Statement GS009 Auditing Self-Managed Superannuation Funds, and is Clarity compliant.

Contains the following relevant auditing tools for SMSF clients:

• Programs and checklists
• Leadsheets
• Automatic documents for Issues, History, Adjusting Journal Entries, Trial Balance and Variance Reports
• Example Workpapers
• Bank Confirmation
• SIS Compliance Checklist
• Example Audit Reports
• Pro forma letters

Click here to view the document index for the template.