Smsf Audit Group Pty Ltd

What Smsf Audit Group Pty Ltd does

SMSF Audits Pty Ltd, trading under its parent Smsf Audit Group Pty Ltd, is an independent Australian audit firm founded in 2010 that specialises exclusively in Self-Managed Superannuation Fund (SMSF) audits. The firm serves accounting and financial planning practices across Australia, delivering statutory audits required under the Superannuation Industry (Supervision) Act 1993 to clients whose own firms prepare the related SMSF accounts. By refusing to provide accounting, tax, or advisory services to the funds it audits, SMSF Audits Pty Ltd maintains structural independence under APES 110 and avoids conflicts of interest that generalist auditors would face.

The company's underlying technology is a digital-first audit delivery platform comprising a secure client document portal, cloud-based workflow automation, document tracking, and deadline management. These tools enable most audits to be completed within one week of receiving complete documentation. An additional public-facing asset, the APES 110 Compliance Calculator, is an 11-question online tool that helps accounting firms self-assess audit independence — functioning as both a client-education resource and a lead-generation channel. All data handling aligns with Australian Privacy Principles under the Privacy Act 1988.

The business model is straightforward professional-services revenue on a per-audit basis: a flat fee of $300 per fund ex GST for the standard audit package (financial and compliance audit, audit report, management letter, and ATO compliance alignment), with an additional $100 ex GST per Audit Contravention Report when required for ATO lodgement. No minimum volume threshold is imposed, and engagement is direct-to-business via the website, Zoom/phone consultation, and a secure digital portal. The firm employs 1–10 staff, is headquartered on the Gold Coast, Queensland, and is led by Director Swarn Sandhu (CA, FCPA, FCA (India), B.Com, DFP CA SMSF Specialist). No external funding, acquisitions, or institutional ownership have been disclosed.

Name

Smsf Audit Group Pty Ltd

Legal name

SMSF Audits Pty Ltd

Website

https://www.smsfaudits.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

SMSF Audits Pty Ltd, trading under Smsf Audit Group Pty Ltd, is an Australian independent audit firm that provides statutory Self-Managed Superannuation Fund (SMSF) audits to accounting and financial planning firms nationwide, using a digital-first platform with a flat fee of $300 per fund.

Ownership category

akta.pro rank

Product category

SMSF Audit Services

NAICS

Pension Funds (525110), Funds, Trusts, and Other Financial Vehicles (525)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

Keywords

• SMSF audit services
• Self-managed super fund audit
• Independent audit firm
• Accounting firm audit outsourcing
• Superannuation compliance audit

Headquarters

HQ city

Gold Coast

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. SMSF Audit Services: Core revenue stream from conducting independent SMSF audits for accounting and financial planning firms. Standard audit includes financial and compliance audit, audit report, and management letter. Revenue is generated on a per-audit basis with a transparent flat fee structure.
2. Audit Contravention Reports (ACR): Additional service for exceptional cases where regulatory contraventions require reporting to the ATO. Additional fee of $100 per report ex GST.
3. Compliance Support Services: Expert guidance on compliance issues, regulatory updates, and strategic resolution of compliance matters for SMSF trustees.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

SMSF Audits Pty Ltd provides independent, specialist self-managed superannuation fund (SMSF) audit services exclusively to accounting firms, tax agents, and financial planning practices across Australia. Core deliverables include full SMSF audits with management letters, Auditor/Acting Auditor Contravention Reports (ACRs), and compliance support, delivered through a dedicated online portal that automates engagement, document submission, and turnaround.

Product overview

SMSF Audits Pty Ltd offers a suite of specialized SMSF audit services for accounting and financial planning firms across Australia. The core offering includes SMSF Audit Reports and Management Letters for regulatory compliance, with an optional Audit Contravention Reports (ACRs) add-on for breaches requiring ATO lodgment. Additional services include Compliance Support and an APES 110 Compliance Calculator tool. All services are delivered with a transparent flat-fee structure ($300 per fund ex GST) and quick turnaround times.

Differentiator

Problem solved

Functional benefit

Products and services

• Independent SMSF Audit

Quantifiable outcome

• Most audits completed within one week of receiving complete documentation
• +1 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• SuperCheck: Australia-based specialized SMSF audit firm serving accounting practices nationwide. Most directly comparable peer given the shared focus on independent SMSF-only audits with flat-fee pricing and digital delivery.

Broad incumbents

• BDO Australia: Large mid-tier accounting and audit firm offering SMSF audit as part of a broader superannuation and tax services portfolio. Comparable on service line and B2B accounting-firm client base, but broader in scope.
• Pitcher Partners: Australian accounting and advisory firm providing SMSF audit and compliance services to accounting practices and trustees. Overlaps on SMSF audit delivery but operates as a generalist professional services firm.
• Crowe Australasia: Mid-tier accounting and audit network with SMSF audit offerings in Australia. Comparable target customers (accounting firms and trustees) but a much broader service menu.
• KPMG Australia: Big-four firm servicing large SMSF trustees and accounting firms with audit and assurance offerings. Competes at the higher-complexity end of the SMSF audit market with significant brand and scale advantages.
• William Buck: Australian accounting and advisory firm providing SMSF audit and compliance services. Overlapping client base of accounting practices and SMSF trustees but operating as a multi-service firm.
• RSM Australia: Mid-tier audit and advisory firm offering SMSF audit services across Australia. Similar customer segment but a generalist firm with broader product and geographic reach.
• Bentleys Australia: Network of independent Australian accounting and advisory firms offering SMSF audit among broader services. Comparable on customer type (accounting practices and SMSF trustees) but with multi-service positioning.

Emerging players

• Heffron: Specialist SMSF administration, education, and consulting firm. Comparable given deep SMSF focus and accounting-firm audience, though Heffron's core is administration and education rather than audit.
• SuperConcepts: SMSF administration and audit provider serving accounting firms and trustees. Adjacent rather than head-to-head, since SuperConcepts' primary focus is administration rather than audit-only specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/smsfaudits

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smsf Audit Group Pty Ltd