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Superannuation checklists

A range of checklists to assist public practitioners in superannuation matters.

Superannuation fund return preparation checklist

Checklist to assist in completing a tax return for superannuation funds.

Superannuation fund workflow sheet

Checklist to assist in conducting a superannuation engagement.

SMSF ledger job interview sheet

Checklist to assist in recording the results of an interview for an engagement on a self-managed superannuation fund (SMSF).