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Year-end SMSF Pack

Use our SMSF Administrator Year-end pack to streamline your file compilation and ensure a seamless submission to the auditor

Platform + Specific Benefits of Year-end SMSF Pack

Standardise and systemise the way you prepare your SMSF for year end. Utilise our content pack complete
with up-to-date programmes, checklists and procedures to make your jobs a streamlined process,
increasing profitability and standardise compliance.

Customise our comprehensive content pack to suit your firm and client needs

Dynamically auto-map to build Trial Balance, Profit and Loss and Balance Sheet

Automatically import reports available within BGL 360, SuperMate and Class to use in file

Easy steps to send the file to the auditor

Date and user time stamps show when work is done

Queries and review points are tracked and managed

Manage checklists, notes, tasks, queries and documents through our client portal

Manage jobs and tasks effectively with customisable workflows, dashboards and analytics

Time saving roll forward for future years

Managers and partners can easily review and sign-off jobs

Some of the many features your team will love:

Workpapers

Workpapers are dynamically built. They include programmes and checklists.

workpapers

Customiser

Answer questions at the start of the job to define work to be completed.

customiser

Trial Balance Data Import Options

API and CSV import of trial balance to dynamically build your job file.

trial balance data import

Report Pack

Automatically import reports available within SMSF Administration packages to use in file.

report pack

Workflow Manager

Job status reporting, filter by team and deadlines.

workflow manager

Working Paper Index

Working Paper Index builds from import of a trial balance and the Customiser questions.

working paper index

Register now for our next FREE webinar!

Discover why leading accounting firms can’t live without the efficiencies and collaboration tools in MyWorkpapers.

Audit Let’s Get Started with Trust Accounts

17/9/20192:00pm AEST30 minutes

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This 30-minute webinar introduces our Trust Account Audit workpaper pack for solicitor and real estate trusts. It provides a walk-through of the application and showcases our specifically designed trust account template.

Audit Let’s Get Started with Trust Accounts

17/9/20192:00pm AEST30 minutes

Convert to my timezone

This 30-minute webinar introduces our Trust Account Audit workpaper pack for solicitor and real estate trusts. It provides a walk-through of the application and showcases our specifically designed trust account template.

Sign up for one of our plans or begin a free trial. If you have any questions please contact our sales team

What Our Customers Say

MyWorkpapers has changed the way we prepare workpapers. We’re spending less time on jobs and reducing errors because the information is all there. I can keep track of jobs and communications with clients simply and efficiently. Being able to log in from anywhere and have everything right there is a game changer for me.
Aaron Jones
Partner - Spectrum Accountants
MyWorkpapers is very intuitive, and our team love the design. It’s become the firm’s workplace. The report layouts are great. It’s very easy to see what’s complete and what’s outstanding. We’re also managing queries a lot more e effectively, because we can send them, and the client and staff can reply to them all within the workpaper file. Our team loves MyWorkpapers!
Stephen Hodgkinson
Director - Gold Group Consulting
The MBA Partnership uses MyWorkpapers as its ability to integrate with our SMSF administration software - Class Super was second to none. At The MBA Partnership, we are continually looking for ways to improve our processing efficiency in order to meet our client’s expectations and free up time to spend on pro-active advice. Audit helps us achieve this goal. The service we receive from the MyWorkpapers team is excellent. We continue to look forward to working with MyWorkpapers in the future.
Chrissie Hendry
Superannuation Accountant - The MBA Partnership
MyWorkpapers enables us to log directly into our client accounts which makes our workflows much more efficient as we can readily check data feeds and the status of files. MyWorkpapers also populates other fields within our templates and removes quite a bit of manual processing, making it a very valuable tool.
Katrina Fletcher
Director - Elite Super