SMSF compliance checklists for trustees and advisers — document organisation and audit preparation

Helpful SMSF Compliance Checklists for Trustees and Advisers

September 26, 2024•1 min read

At SIS Logic, we know how important it is to stay on top of your SMSF compliance. That’s why we’ve created easy-to-use checklists to help you manage your documents and ensure everything is in order. These resources are designed to take the stress out of compliance, giving you a clear guide to follow, whether you’re handling a closely-held unit trust, managing SMSF property, or keeping track of your permanent documents.

Simply download the checklists below to help streamline your process:

Closely-held Unit Trust Checklist: Ensure all your trust deeds, unit certificates, and financial statements are in place Closely-held unit trust….
Permanent SMSF Documents Checklist: Stay on top of important documents like the fund establishment deed Permanent SMSF docs checklist.
SMSF Property Checklist: Get everything in order when holding property in a SMSF, from contracts to valuation documents Property checklist.

We’re here to help make SMSF compliance easier for you. These checklists are designed to be a practical tool you can use to keep everything organised and up-to-date.

Download your checklists today and feel confident knowing your SMSF is well-prepared.

Need Help with SMSF Audits or Documentation?

At SIS Logic, we provide 100% in-house audits and personalised support for trustees and financial advisers across Australia.

📩 Talk to our team and let’s make compliance easier, together.

Neil Ashton

Neil Ashton is a Certified Practising Accountant (CPA) and ASIC-registered SMSF Auditor with over 25 years’ experience in the accounting industry. As founder of SIS Logic—servicing Sydney, the Central Coast, and beyond—Neil has conducted more than 10,000 self-managed super fund audits and specialises in SMSF administration. His commercial, risk-based approach ensures fast, compliant audits that deliver strategic insights and peace of mind. Neil’s dedication to personalised service and proactive guidance makes him a trusted partner for trustees and advisers navigating the complexities of SMSFs.

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