Call:
03 9863 8334
Email: audit@kingstonknightaudit.com.au
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Melbourne
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Home
Why Kingston & Knight Audit?
Blog
Services
Auditing and Assurance
Melbourne
Audit of Financial Statements
Trust Account Audit
Cryptocurrency Audit Services
Internal Audit Services
Compliance Audit Services
SMSF Auditor
Financial Forensics
Unexplained Wealth Report
Brisbane
Auditors Brisbane
SMSF Auditor Brisbane
Trust accounts Brisbane
Our Clients
Contact
Search
Super Fund Checklist
Tax Return
Financial Statements (inc Notes)
Member Statements (see GL for Member transaction in detail)
General Ledger
Investment Summary
Accrued (Unrealised) Capital gains Report (if applicable)
Assets Purchased/Sold Summary
Tax Reconciliation Report (including Capital Gains & Income Summary)
Evidence of Investments
Evidence of Income
Evidence of Sale of Investments
ATO Portal Schedules
Notice of Intention to Claim Tax Deduction & SF Acknowledgement (Pers. Conc. Contns)
Trustee Minutes (signed by client)
Trustee Resolution (signed by client)
Trustee Declaration Form/Member Applic/Acceptance/Consent to Act (new funds only)
If Corporate Trustee -ASIC Search (confirmation of directors disqualifications)
Updated Deed (if applicable)
Investment Strategy
Trust Deed (if first year)
Insurance Policy (if first year) (or consideration of Insurance)
Evidence of Complying Fund (if first year)
Pension Summary Report (if in Pension phase)
Pension Documents (new Pension)
PAYG Payment Summary/Statement (if member <60) (if in Pension phase)
Actuarial Certificate (if in Pension phase with pooled assets/or accum account balance)
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