Document Library

IDTitleDateCategoriesLink
3200Closely Held Investments2024/04/24Download
3198(Example) Minute Template – Closely held Unlisted Entity Market value2024/04/24Download
3193Pre 99 Trust Declaration2024/04/22Download
3191Criteria to determine related versus non-related trust2024/04/22Download
3188Declaration of Precious Metals2024/04/19Download
3184Trustee Declaration – Confirming the investment is not a related party2024/04/08Download
3180Related Parties2024/04/05Download
3152Client Onboarding Checklist – Class2024/02/14Download
3150Client Onboarding Checklist – BGL3602024/02/14Download
3148Workflow Process Update: Provision of requested documents2024/02/14Download
3135Client Satisfaction Survey Results & Audit Process Update2023/11/21Download
3128SMSF Wind-up: ATO Guidance & the Evolv audit approach2023/11/15Download
3121Wind up minutes updated2023/11/15Download
3112ATO Property Valuation Guidance Update and our audit approach2023/09/28Download
3094(Example) Minute Template 3: RESIDENTIAL PROPERTY2023/09/28Download
3092(Example) Minute Template 2: RURAL & COMMERCIAL PROPERTY2023/09/28Download
3088(Example) Minute Template 1: ALL PROPERTY2023/09/28Download
3066Work Test Declaration Template Example2023/08/01Download
3065SF Borrowing Confirmation of Balance at YE Template Example2023/08/01Download
3064Loan from SF Confirmation of Balance Template Example2023/08/01Download
3059Condition of Release Template Example2023/08/01Download
3056SuperStream Update – Roll Over In2023/07/28Download
3054Superstream Audit Considerations2023/07/28Download
3052SuperStream Additional Information2023/07/28Download
3050Residential Property Valuation2023/07/28Download
3048Property Valuations and Regulation 8.02B of SISR2023/07/28Download
3046E-Signature Guidance2023/07/28Download
3044ATO Guidance and Commercial Property Valuations2023/07/28Download
3042Vacant Land Valuations2023/07/28Download
3040SuperStream Update – Roll Over Out2023/07/28Download
3039Farmland Valuations2023/07/27Download
2976Direct Debit form2022/11/30Download