Preparing SMSFs for Year-End – Avoiding ATO Queries Before They Start

Every SMSF must obtain an independent auditor’s signature prior to lodgement with the ATO.  Join us to understand exactly what auditors are focusing on this financial year – and how you can help your SMSF trustee clients prepare with confidence.

With heightened ATO scrutiny on the SMSF sector and increasing focus on compliance accuracy, preparing year-end financial statements and annual returns is more critical than ever. Getting it right the first time not only streamlines the lodgement process but significantly reduces the risk of ATO queries and audit delays.

This session will focus on the practical steps advisers, accountants, and administrators can take to ensure SMSFs are audit-ready before they reach the auditor’s desk. By understanding what auditors are specifically looking for in the 2026 financial year, you can proactively address common problem areas and support your clients in achieving a smooth and efficient year-end process.

Learning Outcomes:

Attendees will learn:

• The main compliance areas for the ATO in 2026FY
• How you can assist your SMSF trustees in the preparation of the 2026 financial statements and annual return
• What SMSF Auditors are focussing on to complete 2026FY Audits in a timely and efficient manner

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation