SMSF ADVISER TECHNICAL STRATEGY DAY
23 October 2024
Our Superannuation Audit Services team, including Daniel Surjenko and William Surjenko, gathered crucial knowledge on the latest SMSF strategies and regulatory changes.
From the new Division 296 tax on super balances to effective estate planning and asset sales, we've outlined key takeaways that every SMSF trustee should know.
LATEST NEWS
INTRODUCING SHARYN, SMSF AUDIT MANAGER
24 April 2024
Meet Sharyn, SMSF Audit Manager at Superannuation Audit Services. Sharyn joined the firm in 2005 and has a wealth of experience in the field. Find out what led her to this career, her favourite Melbourne spots and advice she has for a smooth SMSF auditing process.
DANIEL SURJENKO SPEAKING AT ACCOUNTING BUSINESS EXPO AT MCEC, MELBOURNE
27 February 2024
Daniel Surjenko has been invited back to present at the Accounting Business Expo’s Melbourne event at MCEC. Not only will Daniel present, but he has also been invited as a panel member for the SMSF Q&A on day 2 of the event.
MEET THE TEAM - INTRODUCING GEMMA
21 February 2024
Meet Gemma, an SMSF auditor at Superannuation Audit Services since 2021. With a background influenced by family and friends in accounting, Gemma found her passion in the industry. She enjoys exploring Melbourne's culinary scene, with HER bar being a favourite spot.
COMPREHENSIVE RECORDS: VITAL FOR SMSF MANAGEMENT
13 February 2024
With 2024 now in full swing, it's time to talk about why meticulous record-keeping matters. From streamlining audits to avoiding pesky penalties, keeping track of SMSF activities is essential. View our latest article to discover the benefits of effective record-keeping and why it's every trustee's responsibility.
WELCOMING NEW CLIENT MCKINLEY PLOWMAN
31 January 2024
We’re excited to introduce our newest client McKinley Plowman! Based in Perth and Joondalup, McKinley Plowman (MP+) has grown over the last 25 years to be one of WA’s most successful full-service financial services practices.
Superannuation Audit Services is excited to work closely with McKinley Plowman’s team of SMSF specialists.
EXPLORE SMSF COMPLIANCE WITH THIS FREE WEBINAR
7 June 2023
Registrations are now open for an informative update from the ATO webinar on 14 June 2023. This interactive open forum will delve into crucial topics such as SMSF identity fraud and common compliance issues that affect self-managed super funds (SMSFs) in line with super laws.
ASSET PROTECTION SCHEMES PUTTING SMSF COMPLIANCE AT RISK
26 January 2023
The Australian Tax Office (ATO) has identified certain self-managed super fund (SMSF) asset protection schemes as being on their radar. Why the danger? Is it worth the risk? What should you do?
Read more
HOLIDAY CLOSURE
14 December 2022
The Superannuation Audit Services team is taking a well-deserved break, and the office will be closed from 17 December and will reopen on 4 January. A sincere Thank You to all of our clients and stakeholders for your support throughout 2022, and please take care during the holiday season.
ATO SMSF QUARTERLY STATISTICAL REPORT JUNE 2022
19 October 2022
The ATO’s self-managed super fund quarterly statistical report – June 2022 is now available. It provides the latest statistics on the self-managed super fund (SMSF) sector. Read the highlights.
SMSF AUDITORS CONFERENCE GOLD COAST
5 October 2022
Daniel Surjenko represented Superannuation Audit Services at the 2022 SMSF Auditors Association of Australia Conference (SMSFAAA) on the Gold Coast at Sofitel Broadbeach.
WOMEN IN FINANCE ‘AUDITOR OF THE YEAR’ 2022 AWARD NOMINATION
9 September 2022
We’re happy to announce that Denise Surjenko has been nominated as ‘Auditor of the Year’ in the 2022 Women in Finance Awards. These prestigious awards recognise the industry’s most distinguished professionals and businesses across Australia.
ANNOUNCING NEW TEAM MEMBER
31 August 2022
We’re so happy to announce that our team is expanding! Extending a warm welcome to Muskaan Gupta, our new trainee SMSF auditor.
A Melbourne local, Muskaan received her Advanced Diploma of Accounting from RMIT University. However, in order to dive a little deeper, we asked Muskaan a few questions.
IPA MEMBER OF THE YEAR 2022 AWARD NOMINATION
11 August 2022
We’re happy to announce that Daniel Surjenko has been nominated as ‘IPA Member of the Year’ in the 2022 IPA Awards.
Endorsements are now open and close on 4 September 2022. We would love your support and it only takes a minute.
CLICK HERE TO ENDORSE DANIEL NOW.
AVOID FINES WITH PROPER RECORD KEEPING
16 June 2022
Accurate recording keeping is an essential activity for all SMSF trustees. Not only is it a legal requirement, but it makes life so much easier for everyone involved (including us, the SMSF auditor) when the time comes to lodge your SMSF annual return.
THE BIGGEST ISSUES HOLDING UP SMSF AUDITS THIS SEASON
9 April 2022
It's important that SMSF Audits be done on time and done correctly the first time. Unfortunately, there are some issues that can interfere with this process. Discover the top 3 issues that could hold up your SMSF audit this season and what actions you can take.
BGL REGTECH 2022
17 March 2022
What a fantastic day we had at BGL Regtech at MCEC on Wednesday. Such a treat to be able to meet current and future clients in person once again!
SEE YOU AT BGL REGTECH
24 February 2022
Are you attending BGL Regtech in Melbourne at MCEC on 16 March 2022? If you are, be sure to visit us at the Cloudoffis stand.
CLIENT AP PARTNERS CELEBRATES 35TH ANNIVERSARY
22 February 2022
On Friday night we celebrated the 35th anniversary of one of our first client firms - AP Partners of Carlton, aka Agostinelli Perlen Chartered Accountants with founding partners Henry Perlen & John Agostinelli. Superannuation Audit Services has been their SMSF auditor for 26 years!
APPOINTING AN SMSF AUDITOR
23 December 2021
You must appoint an approved SMSF auditor to audit your fund no later than 45 days before you need to lodge your SMSF annual return (SAR).
HOLIDAY TRADING 2021-22
14 December 2021
We are taking an extended coffee break and our office will be closed from Monday 20 December and we will be back on Monday 10 January. Thanks for your support throughout 2021, and please take care during the holiday season.
WELCOMING NEW CLIENT C M HEWITT & ASSOCIATES
23 November 2021
We are excited to welcome C M Hewitt & Associates, Chartered Accountants, as a new client of Superannuation Audit Services! C M Hewitt & Associates has provided comprehensive accounting and taxation services for more than 20 years.
PREPARING FOR BGL REGTECH
4 November 2021
Ready and excited to be teaming up with Cloudoffis at BGL Regtech when it lands in Melbourne in March 2022.
INTERVIEW WITH CLOUDOFFIS
6 October 2021
For Superannuation Audit Services, moving to the cloud was about creating a better future—for the firm. What they didn’t realise is that they’d also create a better future—for their family.
ATO SMSF QUARTERLY STATISTICAL REPORT JUNE 2021
30 September 2021
The ATO’s self-managed super fund quarterly statistical report – June 2021 is now available. It provides the latest statistics on the self-managed super fund (SMSF) sector. Read the highlights.
DANIEL SURJENKO IPA AWARD NOMINATION
July 6, 2021
Daniel Surjenko, Partner, Superannuation Audit Services, has been nominated for the 2021 Institute of Public Accountants (IPA) Member of the Year Award.
SMSF AND SMALL APRA FUND MEMBERSHIP INCREASE
1 July 2021
Self-managed super funds (SMSF) and small APRA funds (SAF) will now be able to have up to six members.
FINALIST ACROSS THREE CATEGORIES IN THE AUSTRALIAN ACCOUNTING AWARDS
17 May 2021
Superannuation Audit Services has been named as a finalist in the Australian Accounting Awards across three different categories for the third year in a row.
GET TO KNOW DANIEL SURJENKO
14 May 2021
Introducing Daniel Surjenko. Superannuation Audit Services Partner and ASIC registered SMSF Auditor, Daniel joined the firm in 2007. Daniel has a deep understanding of the industry and you can count on him to be with you every step of the way through the auditing process.
In order to learn about Daniel on a more personal level, he was presented with a few interesting questions. Read the Q&A.
GET TO KNOW DENISE SURJENKO
16 April 2021
Introducing Denise Surjenko. Founder and Partner, Denise has been the backbone of Superannuation Audit Services from the very beginning, founding the firm in 1996. Denise has extensive experience and has expert knowledge on how to deal with industry regulators.
Let’s dig a little deeper. Denise took some time to answer a few personal questions. Read the Q&A.
NEW GUIDANCE ON SMSF AUDITOR INDEPENDENCE
26 March 2021
The ATO has released a guide on APES110 compliance which is now applicable (as of January 1st 2020).
SMSF AUDIT FIRM EXPANDS TEAM
February 1, 2021
Superannuation Audit Services are pleased to announce a new member to their team.