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