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Outsourced (Self-Managed Super Fund) SMSF Audit Coordination & Independent Audit Support
Simplify SMSF Audits with Structured Audit Support
Annual audits are a mandatory compliance requirement for every SMSF. Unison Globus helps Australian accounting firms prepare complete audit-ready SMSF files and coordinate the audit process through affiliated independent approved SMSF auditors.
Our comprehensive SMSF outsourcing model helps accounting practices reduce administrative workload, improve turnaround times, manage growing SMSF portfolios and allow their in-house professionals to focus on client relationships, advisory and higher-value services. From day-to-day SMSF administration and transaction processing through to accounting, year-end finalisation, annual return preparation and independent audit coordination, our team works as an extension of your practice.
We follow your firm’s processes, checklists, software and review procedures to deliver consistent, accurate and well-documented SMSF work. Our structured workflows help practices improve audit turnaround times, reduce information requests, and ensure complete audit documentation.
Scale Your SMSF Audit Capacity Without Adding Internal Headcount
Whether you manage 50 funds or 500+, our SMSF specialists provide the support your firm needs to prepare audit-ready files, manage auditor queries, and handle peak-season workloads with confidence.
Focus on client advisory while we support the audit process behind the scenes.
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Our SMSF Audit Support Services
Independent SMSF Audit Through Affiliated Australian Auditors
Unison Globus can coordinate the SMSF audit process through our affiliated/associated Australian approved SMSF auditors. The audit component is performed independently by the appointed approved SMSF auditor.
Our role can include:
Preparing an audit-ready SMSF file
Organising financial statements and workpapers
Preparing audit schedules
Providing supporting investment documentation
Preparing bank and investment reconciliations
Coordinating information requests
Liaising with the appointed auditor
Responding to audit queries on behalf of the practice
Tracking outstanding audit items
Coordinating completion of the audit
Incorporating audit adjustments where required
Maintaining final audit documentation
Independent Audit — Clear Separation of Responsibilities
We maintain a clear distinction between SMSF accounting/finalisation support and the independent statutory audit.
The affiliated/associated approved SMSF auditor independently performs the audit and issues the required SMSF Independent Auditor’s Report.
This provides accounting practices with a streamlined process while maintaining the required auditor independence and professional responsibilities. ATO guidance specifically highlights auditor independence and compliance with the relevant auditing and professional standards.
Our SMSF Audit Support Services
Unison Globus can coordinate the SMSF audit process through our affiliated/associated Australian approved SMSF auditors.
The audit component is performed independently by the appointed approved SMSF auditor.
Our role can include:
- Preparing an audit-ready SMSF file
- Organising financial statements and workpapers
- Preparing audit schedules
- Providing supporting investment documentation
- Preparing bank and investment reconciliations
- Coordinating information requests
- Liaising with the appointed auditor
- Responding to audit queries on behalf of the practice
- Tracking outstanding audit items
- Coordinating completion of the audit
- Incorporating audit adjustments where required
- Maintaining final audit documentation
All SMSFs are required to undergo an annual financial and compliance audit by an approved SMSF auditor. The independent auditor’s report must be completed before the SMSF Annual Return can be lodged.
We maintain a clear distinction between SMSF accounting/finalisation support and the independent statutory audit.
The affiliated/associated approved SMSF auditor independently performs the audit and issues the required SMSF Independent Auditor’s Report.
This provides accounting practices with a streamlined process while maintaining the required auditor independence and professional responsibilities. ATO guidance specifically highlights auditor independence and compliance with the relevant auditing and professional standards.
End-to-End SMSF Workflow
From day-to-day administration through to independent audit and final lodgement — a clear, coordinated process from start to finish.
Administration
Collection and maintenance of SMSF information, documents and ongoing transactions.
Accounting
Processing of transactions, reconciliations and investment accounting.
Year-End Finalisation
Completion of reconciliations, calculations, financial statements and supporting workpapers.
Tax Return Preparation
Preparation of the SMSF Annual Return and supporting tax schedules.
Audit Coordination
Submission of the completed audit-ready file to the appointed affiliated/associated approved SMSF auditor.
Audit Queries & Resolution
Coordination of auditor queries and provision of additional supporting documentation.
Audit Completion
Independent SMSF auditor completes the financial and compliance audit and issues the Independent Auditor's Report.
Final Review & Lodgement Support
Completion of any required adjustments and preparation of the final file for lodgement by the responsible Australian practice.
Engagement Models
Scale your SMSF support around your portfolio and workload. Whether you need additional capacity during peak periods or a complete outsourced workflow, our engagement models provide the flexibility to support your practice at every stage.
Dedicated SMSF Resource
Engage experienced SMSF professionals on a dedicated full-time or part-time basis to support your SMSF portfolio.
Portfolio-Based Support
Outsource your SMSF portfolio to our team based on the number of funds and workload requirements.
Year-End SMSF Support
Use our team specifically during the SMSF year-end and tax season to manage increased compliance workloads.
End-to-End SMSF Outsourcing
Outsource the complete workflow from administration and accounting through finalisation, annual return preparation and audit coordination.
Audit-Ready File Preparation
For practices that retain their own auditor, we can prepare and organise the complete SMSF file for efficient independent audit. A successful audit starts with accurate accounting records and year-end processing. Our SMSF Preparation Services help firms build a strong foundation before the audit stage begins.
Our Commitment to Security
ATO-Ready, Globally Secured
Software Landscape
Beyond Numbers
Statistical Proof of Excellence
Globally
Outsourcing
Professionals
Business
Cloud-Enabled Workflow
Why Choose Unison Globus For SMSF Auditing
and audit coordination under one outsourcing model.
to make the audit process more efficient.
Key Benefits of Outsourcing SMSF Auditing with Unison Globus
Your SMSF Practice.
Our Extended Team.
Whether you manage a small SMSF portfolio or a growing book of hundreds of funds, Unison Globus can provide flexible offshore SMSF resources to support your practice.
From day-to-day accounting to year-end finalisation and independent audit coordination, our team works alongside your Australian practice to improve efficiency, capacity and turnaround.
- Reduce workload
- Increase capacity
- Improve turnaround
- Strengthen your SMSF practice
Partner with Unison Globus for end-to-end SMSF outsourcing.
FAQs
SMSF audit support involves preparing audit-ready workpapers, organising financial statements, reconciling accounts, compiling supporting documentation, and assisting with audit coordination.
SMSF audit coordination is the process of managing audit documentation, responding to auditor information requests, tracking outstanding items, and facilitating communication throughout the audit process.
An audit-ready SMSF file typically includes financial statements, bank reconciliations, investment schedules, member reports, contribution schedules, pension documentation, supporting workpapers, and compliance records. Many firms outsource SMSF Financial Statement Preparation and SMSF Annual Return Preparation to improve audit readiness and documentation quality.
Yes. Outsourced SMSF specialists can prepare reconciliations, schedules, financial statements, supporting documentation, and organised workpapers designed to streamline the audit process.
Accounting firms can improve audit efficiency through structured workpapers, complete reconciliations, organised documentation, timely responses to audit queries, and dedicated audit support resources.
Yes. Firms can continue using their preferred independent approved SMSF auditor while receiving outsourced support for file preparation and audit coordination.
Yes. Well-organised records, audit-ready files, and proactive query management can significantly reduce delays and unnecessary back-and-forth during the audit process.
Yes. The audit is conducted independently by the approved SMSF auditor, while outsourced providers assist with workpaper preparation, documentation, and audit coordination.
Common challenges include incomplete documentation, unreconciled investment transactions, missing compliance records, outstanding audit queries, and resource constraints during peak periods.
Many firms outsource SMSF audit support to improve efficiency, increase capacity, maintain documentation quality, reduce administrative burden, and accelerate audit turnaround times.
Reduce audit delays, improve documentation quality, and streamline communication with independent approved SMSF auditors. Our experienced SMSF team helps Australian accounting firms prepare audit-ready files and manage the audit process more efficiently.
✅ Audit-Ready Workpapers
✅ Faster Audit Turnaround
✅ Independent Audit Coordination
