Skopeo SMSF - Foundation Quality Improvement Package
Get set up on the Foundation Edition of Practice Essentials — and get an independent, expert set of eyes on one of your own completed audit files.
WHAT'S INCLUDED
Foundation Edition of Practice Essentials (MyWorkpapers & Non-Electronic Audit Edition)
Independent review of one completed SMSF audit file
Executive summary and quality scorecard
Review of Part A (Financial Report) and Part B (Regulatory Compliance) file areas
Assessment of documentation completeness and file organisation
Review of checklist sign-off and working paper cross-referencing
Workflow and file organisation best-practice assessment
Identification of quality improvement opportunities
Practical recommendations and a prioritised action plan
Comprehensive written Quality Review Report
A one-hour debrief session to discuss findings and recommendations
Evidence you can point to for your ASQM 1 monitoring and remediation obligations, delivered independently of your own firm
How it works:
Purchase online and complete our short Quality Review Intake Form, then receive your Foundation Edition toolkit by email, ready to implement.
Sign your Quality Review Engagement Letter electronically, then share access to your nominated fund the way that suits your system — Reviewer Access through your online Workpaper solution, or a secure upload to our Secure Transfer Service if you're on a non-electronic file or not on an online platform.
Receive a written Quality Review report, followed by a one-hour debrief to walk through the findings together.