BGL Audits

SMSF audits for accountants using BGL Simple Fund 360.

One auditor. One standard.
Fast, direct, platform-native.
Checklist
0485 886 488
info@bglaudits.com.au

What you get

A simple audit process that stays inside BGL 360 — documents are provided by you within BGL 360, with no separate portals or duplicate uploads.

Personally audited

Every audit is completed and signed off by the same auditor.

Built for BGL 360

Review performed directly in Simple Fund 360.

Direct communication

Deal directly with the auditor doing the work.

Clear pricing

Fixed fee per fund — no complexity-based surprises.

Fixed Fees

SMSF audit
$350 + GST
ACR (if required)
$100 + GST
Title search (if required)
$40 + GST
Invoice
Sent via Xero upon audit completion

How it works

1
Grant accessProvide auditor access in BGL360 to info@bglaudits.com.au and ensure all relevant documents are available within the platform..
2
Audit reviewReviewed directly in-platform.
3
Sign-offAudit completed and signed.

Auditor Details for BGL360

Glenn Witherspoon

SMSF Auditor No. 100173859

Phone: 0485 886 488

Address: 302/32 Warleigh Grove, Brighton VIC 3186

Audit Checklist (BGL 360)

Please ensure the following documents are available within BGL Simple Fund 360 prior to audit commencement.

Permanent Documents

  • Signed Trust Deed
  • Signed Investment Strategy
  • Signed ATO Trustee Declarations
  • Signed Member Applications

Audit Evidence – Current Year

  • Signed Auditor Engagement Letter (generated from BGL 360)
  • Signed Trustee Representation Letter (generated from BGL 360)
  • Signed Financial Statements and Reports for the year under audit
  • Draft Annual Return for the current year
  • General Ledger for the current year
  • Trial Balance for current year
  • ATO Income Tax Report for the audit period
  • Bank Statements
  • Fixed / Term Deposit Statements
  • Buy and sell contract notes or a financial year summary provided by the broker
  • Shareholding Statements
  • Documents supporting income (e.g. dividend statements)
  • Documents supporting expenses (e.g. invoices)
  • Details of holdings in unlisted shares and units
  • Annual tax statements and transaction reports for wrap investments
  • Title for real property (we will obtain if required and not provided)
  • Actuarial certificate (if applicable)

Additional Documents (Required Only if We Did Not Audit the Prior Year)

  • Signed Financial Statements and Reports for the previous year
  • Annual Return for the previous year
  • Signed Management Letter for the previous year
  • Signed Audit Report for the previous year