Free Forms
SMSF Audit Resources & Free Forms
Practical templates and checklists for accountants preparing SMSF files for audit. These resources are designed to help reduce audit queries and improve file readiness.
Investment Strategy Templates
Standard Investment Strategy Template
Investment Strategy — No Asset Class Allocation
Investment Strategy — Limited Diversification / Property / LRBA
Trustee Declarations
Crypto Declaration — Initial Investment
Crypto Declaration — Annual Year-End Confirmation
Residential Property Not Leased to Related Party Declaration
Business Real Property Purchase from Related Party Declaration
These templates are provided for general information and audit preparation purposes only. They should be reviewed and adapted to the circumstances of each SMSF. They do not constitute legal, financial product or tax advice. Trustees and advisers should obtain appropriate advice before relying on any template.