SMSF Audit Documents, Forms and Useful Links
Checklist
- SMSF Audit Checklist
- SMSF Death Benefit Checklist
- SMSF Key Rates 2014-2015
- SMSF Key Rates 2013-2014
- SMSF Key Rates 2012-2013
- LRBA Audit Checklist
Sample Documents
- Work Test Declaration
- Retirement Declaration 55-59
- Retirement Declaration 60-64
- Trustee Representation Letter
- Engagement Letter
Forms
- Request to Adjust Concessional Contributions
- Bank Confirmation
- General Authority
- Off Market Transfer Form
- ATO Trustee Declaration Form
- Section 290-170 Notice
