We provide audit and assurance services. Our clients include not‑for‑profits, charities, incorporated associations, and companies limited by guarantee. We also serve professionals in public practice.
SMSF Audit
First, we conduct independent, compliant SMSF audits in accordance with SIS Act requirements. Specifically, our team ensures your self‑managed super fund meets ATO regulations, including annual reporting, contribution limits, and investment strategy compliance.
Trust Account Audit for Accountants in Public Practice
Similarly, accountants holding client money in trust accounts must undergo regular audits. They must undergo regular audits. We examine trust account transactions. We also check reconciliation procedures. Our work ensures compliance with professional and legislative standards. This protects both practitioners and their clients.
Trust Account Audit for Real Estate Agents
Likewise, real estate agents must audit trust accounts under state legislation. Verification covers rental income and deposits. We also check other funds held for landlords and tenants. We ensure accurate ledgers and timely reconciliations.
External Review for Tier 1 and Tier 2 Incorporated Associations
The Associations Incorporation Reform Act 2012 (Vic) creates revenue tiers. Associations fall into these tiers. External Review for Tier 1 and Tier 2 incorporated associations is provided by our firm. A review satisfies legal requirements instead of a full audit. This includes examining financial statements for plausibility and consistency. We do not require deeper testing of a full audit.
Audit for Tier 1 and Tier 2 Companies Limited by Guarantee
Many not‑for‑profit companies require a formal audit. The Corporations Act 2001 mandates this requirement. Our firm delivers Audit for Tier 1 and Tier 2 companies limited by guarantee. We form an opinion on true and fair financial reports. Finally, reporting is provided to both members and regulators.
Annual Information Statement Reports for Small Charities
Furthermore, small charities registered with the ACNC must lodge an Annual Information Statement (AIS). To address this requirement, we help prepare accurate AIS reports covering income, expenses, assets, liabilities, and governance practices, ensuring on‑time submission to maintain charity registration.
AIS with External Review for Medium Charities
Finally, medium‑sized charities require both an Annual Information Statement and an external review. As a result, we combine AIS preparation with a review engagement, providing limited assurance to the ACNC and stakeholders without the cost of a full audit.