SMSF Audit Services Port Stephens

If you have a self-managed superannuation fund (SMSF), you’re required by law to have it independently audited each year. At Port Stephens Accounting & Business Advisors, we provide thorough, compliant SMSF audits that give trustees peace of mind and meet all regulatory requirements. With over 20 years of professional accounting experience, we understand the responsibility that comes with managing your own super. Our role is to make the audit process clear, efficient, and reliable, so you can focus on making the most of your retirement savings.

Why SMSF Audits Are Important

An annual SMSF audit isn’t just a box to tick for the Australian Taxation Office. It ensures your fund is complying with superannuation laws, protecting both your retirement nest egg and your future financial security. A proper audit can also identify potential risks or compliance issues early, helping you avoid penalties and costly mistakes.

What We Do

Our SMSF audit service covers both financial and compliance requirements, including:

  • Reviewing the fund’s financial statements
  • Checking investment strategies and restrictions
  • Verifying member contributions and benefit payments
  • Confirming compliance with superannuation and tax laws
  • Providing a clear audit report for lodgement with your annual return

We work closely with trustees, accountants, and financial advisors, ensuring the audit process is independent and meets all relevant legal obligations.

Why Choose Us

Experience you can trust
With two decades of accounting and audit expertise, you know your fund is in safe hands.

Clear communication
We explain our findings in plain language, so you understand what they mean for your fund.

Efficient service
We respect your time and ensure audits are completed promptly, with minimal disruption.

Local knowledge
As a Port Stephens firm, we’re accessible and responsive when you need us.

About

Our staff are motivated by the desire to contribute to our client’s success and we pride ourselves on maintaining the highest level of customer service for all of our valued clients.

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