Expertise & Education

Expert advice and technical education...so you can advise clients with confidence

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

Timely updates, and implications of technical and regulatory changes that may impact fund audits
Assists clients to gain a deeper understanding of regulatory guidance, legislative changes, and the implications for funds and trustees.

Structured Technical Education and Resources

Regular client-only newsletter: timely technical insights and audit implications, enabling clients to clearly articulate regulator guidance to trustees.
Quarterly ‘Ask the Auditor’ webinars: explore common audit and technical issues in detail and ask questions directly.
Annual client care meetings: review the audit service and consider and adjust ongoing interaction—whether through regular meetings or on an ad hoc basis.
Client-only Document Library: audit guidance, example templates, past newsletters, webinar recording, and technical articles.
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


What matters most to YOU?

Discover how our flexible, client focused service can support you where it matters most.

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