• Help and resources

    We offer a number of tools and resources that can help SMSF auditors in their role.

    SMSF auditor resources

    Super Professional 2 Professional service

    If you need help with circumstances not covered in existing material you can access non-binding guidance.

     

    visit ato.gov.au/SP2P

    electronic Superannuation Audit Tool

    eSAT is our preferred channel for auditor contravention reports. We developed this software to help you with the compliance element of an SMSF audit.

    watch ato.gov.au/esatoverview

     

    install ato.gov.au/eSAT

    Webinars

    We invite you to attend our SMSF webinars. We record these so you can view them at a time that suits you.

     

    view ato.gov.au/smsfwebinars

    ato.gov.au

    Our tailored information on helps you find the information you need quicker.

     

    visit ato.gov.au/smsfauditors

    We also have products and tools that are designed for trustees, but can also help auditors in their role.

    SMSF News

    SMSF News provides news updates, case studies, and Q&As. Subscribe here ato.gov.au/smsfnews

    SMSF Assist

    SMSF Assist is a search tool that answers a range of SMSF questions – ato.gov.au/smsfassistExternal Link

    SMSF videos

    These short educational videos explain the basics about a range of SMSF topics – ato.gov.au/smsfvideos

    ATO app

    Our app has specific SMSF resources, including checklists and key rates and dates – ato.gov.au/app

    ato.gov.au

    Our SMSF web content provides useful information for all stages of the SMSF lifecycle – ato.gov.au/smsf

    Professional-to-professional support

    The SMSF auditors' professional-to-professional support service (which we refer to as the Super P2P service) provides technical assistance to SMSF auditors.

    What you can expect

    You can request general advice on the SISA and SISR requirements or SMSF administrative issues. The service provides you with direct access to our senior technical officers who provide a timely response to your query.

    You can expect to receive a phone call from a subject matter expert within two working days to:

    • discuss your query
    • provide general advice
    • negotiate a response date, where required.

    After our phone call, we will confirm our response in an email. We endeavour to provide an ATO view on the matter as soon as possible. However, times may vary depending on the nature of your query.

    If the issue you raise is particularly complex or very specific, we may ask you to complete a Request for self-managed superannuation fund specific advice (NAT 72441) in place of your request for Super P2P guidance.

    What we expect

    To ensure that the service remains focused on providing timely support to SMSF auditors, we have established the following principles for participants.

    • You will only raise queries in relation to your SMSF audits.
    • Before lodging a request, you will conduct research using other existing support and guidance products, such as the reference facility in eSAT.
    • If you require a tailored response, you will use the existing Request for self-managed superannuation fund specific advice (NAT 72441) process.

    Accessing the service

    SMSF auditors can access this service by completing the Request for approved SMSF auditors' professional-to-professional technical guidance (675KB) form. You should submit the completed form to us by emailing Super P2P enquiries.

    We may contact you to request additional information if we need more information.

    Other support and guidance services

    Last modified: 21 Jul 2015QC 45577