Documents Checklist

Permanent Documents

Signed Trust Deed
Signed Investment Strategy
Signed ATO declaration for each member (only required if the fund was established on or after 1 July 2007 or if the trustees of the SMSF have changed since 1 July 2007)
Signed audit engagement letter
Signed trustee representation letter

Other Documents

Signed financial Statements and reports for the previous year
Tax returns for the previous year
Management letter for the previous year ( Optional)
Signed Audit Report previous y

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