Resources

SMSF Resources & Case Studies for Accountants

TriSuper's expertise extends beyond compliance and problem solving SMSF performance issues.

We have also helped the trustees of our clients with complex SMSF related business problems. We will clarify the rules that apply to their circumstances, and ensure the ATO and ASIC are happy.

Our role is to help you provide wealth-creating and ATO-compliant SMSF advice and solutions for your clients. TriSuper Auditor's SMSF case studies* outline practical scenarios that may help spark your own ideas on ways you can help your clients achieve their goals.

You will also find other useful SMSF resources and background, including our ever-popular annually updated SMSF Audit Checklist.
Looking for our Webinar replays & slides? Visit our Training section.

Audit Checklist for SMSF Compliance 2025

21 May 2025, 11:10 am

This Audit Checklist for SMSF Compliance will help accountants to streamline SMSF tax return preparations for EOFY 2025, and avoid breaches and fines for your clients.

SMSF Audit Process – what’s involved?

29 Apr 2025, 2:00 pm

A comprehensive guide to the SMSF Audit Process.
By understanding the audit process, key requirements, and auditing procedures, trustees and the accountants administering their SMSFs can effectively navigate their compliance obligations.

Audit Checklist for SMSF Compliance 2024

14 June 2024, 3:25 pm

Practical, real-world discussions to have with your clients.

(We don't want the ATO finding breaches - and issuing fines.)

Why outsourcing your SMSF audits is good for your bottom line

23 Jan 2021, 11:10 am

"Let it go, let it go...."
There is one myth to debunk - that outsourcing audits will cost you money.
It might cost revenue but in the work we've done with accountants, it has led to greater profits and lower risk. The pluses:

Divorces and SMSFs – it can get messy

23 Sept 2020, 9:47 pm

It is one thing for the Family Law courts to issue court orders. Quite another to execute them.
Even more so with complex shared assets like an SMSF.

Family Law Case Study

21 Sept 2020, 9:22 pm

CASE STUDY: As part of a divorce settlement, the family law gives court orders about the division of assets between the parties The laws guiding the divisions of super assets are complex, especially when it comes to SMSFs.

Business strategy: Stretching the limit - small business retirement exemption

29 July 2020, 4:07 pm

CASE STUDY: Peter withdrew $500K from his SMSF to use for business and personal funds. The withdrawal was temporary and Peter intended to return the $500K in the next financial year....

What’s involved in an SMSF audit?

29 Jan 2020, 12:41 pm

The purpose of the SMSF audit is to complete a thorough financial and compliance audit. The ATO has strict rules about how funds should operate, and the audit is an essential part of making sure the fund complies...

SMSF Audit Fees: how much does an SMSF audit cost?

12 Dec 2019, 3:39 pm

And why cheap SMSF audits may not be good value...

* Case studies provide a summary only and should not be considered a comprehensive statement on any matter or relied upon as such. The advice provided on this website is general advice only.

If you have any audit queries, whether or not you are a client - or if our SMSF case studies spark ideas - call TriSuper Auditors on 1300 874 787 and Joel will be happy to advise.