Class Super Integration Fact Sheet

Class Super Integration Fact Sheet

As SMSF Audit is a purpose-built tool, many features have been designed specifically to assist Auditors with performing efficient, high quality audits.
A key inclusion that facilitates this is SMSF Audit’s integration with Class Super - through this built-in functionality, auditors can:
  • Create SMSF Entities and SMSF Audit engagement files in bulk
  • Import Trial Balance data directly from Class Super
  • Import Class reports into engagement files directly from Class Super

Below is a list of the Class reports that are available to be imported into engagement files:

  • Document 122 - Fund Details Report
  • Document 141 - Asset Strategy Comparison
  • Document 143 - Minutes of Meetings
  • Document 180 - Financial Report, consisting of:
    • Statement of Financial Position
    • Operating Statement (Profit and Loss) Report
    • Notes to the Financial Statement
  • Document 181 - General Ledger
  • Document 182 - Member Statement
  • Document 183 - Member Transaction Summary Report
  • Document 190 - Reconciliation of Taxable Income
  • Document 411 - Bank Account Movements Report
  • Document 420 - Investment Summary Report
  • Document 501 - Investment Income Summary Report
  • Document 502 - Investment Income Comparison Report
  • Document 503 - Investment Movement Summary Report
  • Document 504 - Market Price Audit Report
  • Document 505 - Investment Performance
  • Document 506 - Investment Revaluation Report
  • Document 507 - Realised Capital Gains Report
  • Document 508 - Unrealised Capital Gains Report
  • Document 509 - Contribution Cap Report
  • Document 510 - Pension Limit Report
Once in the Documents screen, these reports can be annotated and referenced by auditors to become part of the audit file

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