Luke Stevenson Email & Phone Number

Brisbane, Brisbane, Au

At Engaged Super we provide an audit solution for accountants and financial advisers. When it comes to an audit solution, we are different, we want to provide the best solution to all parties involved.How are we different? We want to work with accountants and financial planners in an open and transparent way. If you have an event or transaction that has occurred or maybe about to occur, we welcome your phone call or email so we can all get on top of the issue, hopefully before but if not as soon as the event has happened.We don't sit in an office "ticking and flicking", we want and value strong relationships with our clients. Yes, that means we want to see you face to face and have conversations with you regularly, not just pick up the next audit file that comes through the system.If you value a strong relationship with your auditor, want an auditor that is approachable and work with you to achieve the best results for your clients, please get in contact with us.There will of course be occasions when we may need to modify our opinion or lodge an auditor contravention report, and in these times you can take comfort that we will discuss this with you, nobody likes those surprises!

Brisbane, Qld, Au

Sydney | Brisbane | Melbourne, Au

Provision of Self-Managed Superannuation Fund Audits to Trustees, Accountants and Financial Advisers.Extensive experience in leading, reviewing and performing an SMSF financial and compliance audit. Ranging from small cash and listed equity fund's to large complex fund's involving limited recourse borrowing arrangements, unit trusts and collectables.

Performing Self Managed Super Fund Audits including:- Financial Statements Audit- SIS Compliance Audits- Substantial experience in the audit of small cash and equity funds to large complex funds involving instalment warrant trust structures, unlisted investments, property and collectablesPerforming roles in the following audits:- Large Pty Ltd Companies- Small Listed Companies- Not for Profit- Operating Statement- Australian Financial Services License- Trust Account (Real Estate and Legal)

Performing self managed superannuation fund administration services including:- the preparation of working paper files- advanced knowledge and use of banklink- the processing of transactions in BGL simple fund, preparation of financial statements, trustee minutes, members statements and annual return.- the preparation of pension request letters and commencement minutes- preparation of extra documentation as required such as 'work test declarations', investment declarations and s290-170 notices

Accounting

Bachelor Of Commerce (B.Com.), Accounting

Diploma Of Commerce, Accounting