Expertise & Education

Expert advice and technical education...so you can better advise your clients

At Evolv, we value every client and aim to establish long-term partnerships built on trust and collaboration. Our structure ensures that each client is:

  • Supported by a dedicated, highly experienced client service team;
  • Led by a SMSF Registered Auditor, providing personalised and expert guidance throughout the audit process.

Proactive Communication

  • Updates, and implications of the latest technical and regulatory requirements that may impact fund audits
  • Helps clients gain a deeper understanding of regulatory guidance, legislative changes, and the implications for funds and trustees.

Structured Technical Education and Resources

  • Monthly client-only newsletter: offering timely technical insights and audit implications, enabling clients to clearly articulate regulator guidance to trustees.
  • Quarterly ‘Ask the Auditor’ webinars: provide an opportunity to explore common audit and technical issues in detail and ask questions directly.
  • Annual client care meetings: to review their audit service and offer flexible options for ongoing engagement—whether through regular meetings or on an ad hoc basis.
  • Client-only Document Library: audit guidance and updates, example templates, past newsletters, webinars, and articles on technical topics.
  • Insight Subscription: Our regular publicly available Newsletter – Focussed on supporting Trustees in staying informed with compliance guidance, regulator focus areas and emerging concerns.

REQUEST A PROPOSAL

We’d love to hear from you

Contact us today to discuss your needs and how our technical expertise and education can help with your SMSF audits


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