• Electronic super audit tool (eSAT) user guide

    Use these instructions if you use the electronic superannuation audit tool (eSAT) while undertaking a compliance audit of a self-managed super fund (SMSF).

    These instructions have been designed to help you use eSAT after you have installed it on your computer and include information on:

    We recommend that you use the training mode to practice using eSAT and learn about its features.

    With eSAT you can:

    • identify and accurately specify contraventions
    • prepare and save the Auditor/actuary contravention report (ACR) and lodge online
    • revise ACRs lodged using eSAT
    • refer to case studies, topics and current legislation
    • maintain notes and compliance audit history
    • review the compliance audit outcome.

    Getting started

    Before you start work using eSAT, you should set up the auditor and fund details.

    Entering auditor details

    Select Auditors from the menu and enter details of each auditor who will be using eSAT.

    These details can be updated at any time but changing an auditor's details won't update any ACR that has already been lodged with us.

    Find out more

    Auditors screen

    End of find out more

    Entering fund details

    Select Funds from the menu and enter details for each fund. New funds can be added at any time. A fund can only be removed if it is not associated with a job.

    These details can be updated at any time, but changing a fund's details won't update any ACRs that have already been lodged with us.

    You can import a list of clients from a comma separated value (CSV) file. CSV files can be created using Microsoft Excel or an equivalent open-source program. The data must be in the first two columns and there must not be any column headings. The first column must have the name of the fund. The second column must have the fund's Australian business number (ABN).

    Find out more

    Funds screen

    End of find out more
    Last modified: 10 Nov 2014QC 21408