Sample Smsf Engagement Letter Template Page 3

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When I have completed the audit I will provide you with an ‘Audit Management’ letter, a
‘Trustee Representation’ letter (for your signature and return) and a Tax Invoice (for the
agreed audit fees). Upon receipt of the signed ‘Trustee Representation’ letter I will issue the
‘Audit Report’.
I look forward to receiving the required audit information (please refer to the enclosed ‘Fund
Audit Information Checklist’) at least 6 weeks before your annual return is due to ensure the
audit is completed within the prescribed legislated time limits. Please ensure the enclosed
copy letter, which provides your acceptance of the terms of this engagement and
authorisation to undertake the audit is signed and returned via your accountant or directly as
soon as possible. Without this authorisation I am unable to begin the audit.
Should you have any queries with this engagement then please contact your accountant or
me directly.
Yours faithfully
Chartered Accountant (No. xxx)

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