Elevate SMSF

“making your SMSF business as smooth and efficient as possible.”

We welcome you to Elevate your SMSF business to new heights with a reliable and trusted partner with a boutique approach. Our vision is to empower Australian Accountants through compliant, streamlined and efficient services that Elevate SMSF services – returning profitability and providing peace of mind.

We understand that no two Accounting Firms are the same which is why Elevate SMSF offers tailored and expert guidance, in-depth industry knowledge and time-tested services to SMSF specific needs. Our team is passionate about making your SMSF business as smooth and efficient possible.

There is an eternal truth that “good people attract good people”. Goodness is a powerful magnet and the basis for great success. Carisma Solutions and Saul SMSF have combined their strengths to offer a unique blend of time tested and renowned audit expertise, communication and personal service, backed by reputable delivery excellence.

The Power of Partnership

The collaboration between Saul SMSF and Carisma Solutions aims to elevate the quality and efficiency of your SMSF Services. We believe that working together makes us more effective at delivering better outcomes for our clients.

This partnership ensures you receive the best of both worlds – our seamlessly integrated services streamline processes, reduce turnaround times, and optimise resources, ensuring smooth and cost-effective operations. We bring a full suite of services covering all aspects of SMSF compliance and auditing, making us a trusted partner for your SMSF business needs.

Auditor Independence & APES 110 Compliant

Meeting minimum audit independence standards is one thing; being enthusiastic about SMSFs and understanding the benefits of audit independence is another. Carisma Solutions and Saul SMSF believe that reputable SMSF auditing enhances your accounting practice and protects trustees.

Trust & Clear Honest Communication

Our Sydney team is made of native English speakers with local experience and expertise. They provide clear communication, personal service, prioritisation and a deeper understanding of your SMSF business.

Data & Peace of Mind

In an era of rising data breaches, secure data storage and ISO/IEC 27001 certification offer essential protection and reassurance. Carisma Solutions and Saul SMSF have invested in these measures to safeguard client information, fostering trust and loyalty in their relationships.

Our partnership is built on shared values

Respect and
Understanding

Clear Communication
with a personal touch

Professionalism
and Integrity

Passion for
Technology

Thought
Leadership

Services By
Saul SMSF
Services By
Carisma Solutions

Independent SMSF Audit Services

Saul SMSF is a multi-award-winning specialist SMSF audit practice. The firm was established in September 2007 by David Saul with a vision of providing truly independent quality SMSF audit services. The firm was founded on core values strength, integrity, and reliability.

Our staff are ethical, educated, and diverse. At Saul SMSF we audit a broad range of SMSFs varying in complexity and challenges. We believe this diversity of audit work keeps our staff engaged, enthusiastic and committed to ongoing professional development. At Saul SMSF we are progressive and lean into technology adoption. We look to build long-lasting partnerships, providing a quality service that compliments your brand in SMSF.

Saul SMSF Advanced

Simple SMSFs, highly automated, low touch, high volume, - also includes first year SMSFs and wind-ups. Priced for affordability. SMSF Essentials is targeted toward high-volume, low complexity SMSFs as held by Administrators, Financial Planners or large Accounting Firms Quick Turnaround, Consistency - all backed by best use technology innovation. Quick Turnaround (2-5 days important). Electronic Communications. Adherence to Audit Checklists essential.

Solution & Relationship Focused

Being solution focused is the key to ensuring SMSF success from all angles. We fully appreciate it is you, the accounting firm, who has the primary relationship with your SMSF clients. We respect the relationship you have with your SMSF client.

APES 110 Compliant & Beyond

Meeting minimum audit independence standards is one thing; being passionate about SMSFs and understanding the benefits of audit independence is another. Saul SMSF believe that reputable SMSF auditing adds value to your accounting practice and protects trustees.

Saul SMSF Essentials

Saul SMSF Forensic

Saul SMSF Forensic is a specialist service for high-end accountants, financial advisors and legal professionals requiring forensic analysis and complex problem solving. It deals with intricate cases involving substantial investigations, focusing on value through custom solutions. This premium service is suited to extensive audits at high risk of non-compliance.

Clear Honest Personal Communication

Our Sydney team are native English speakers with local experience and expertise. They provide clear communication, personal service, prioritisation and a deeper understanding of your SMSF business.

Tailored Audit Solutions

Our offerings include high-volume audits, advanced technical support, and forensic analysis – customised to all your SMSF audit needs.

SMSF Compliance & Administration Services

Carisma Solutions is the largest independent service provider for SMSF compliance work and administration services, delivering over 10,000 funds each year to firms in Australia since 2006. The delivery and data are governed by ISO 9001:2015 and ISO 27001:2022.

We believe that your growth and success are the true indicators of our performance. Our team seamlessly integrate with your business, support you in your journey to grow your business responsibly each day. Our Centre of Excellence (COE) ensures our services remain at the forefront of industry standards through leadership, best practice, specialized and continuous training.

Our 360°plus delivery model combines financial solutions, technology, and consulting to serve across:

Business Services

SMSF

Financial Planning

Mortgage Services

ASIC Compliance

VCFO

Bookkeeping & Payroll

General Audit Support Services

Audit-Ready Work Papers

We provide well-organized audit-ready work papers with all supporting documents. Tailored to the auditor's needs, these work papers allow for a quick verification of the fund's compliance with the rules set by the ATO and the SIS Act; thereby reducing the auditors review time.

SMSF Client Dashboard

Our in-house SMSF Client Dashboard provides real-time job status and serves as a communication platform for seamless collaboration. It also allows clients to generate reports.

Turnaround Time

With an average turnaround of 3 to 5 working days, the key to efficient and quick turnaround time is a complete understanding of expectations on all sides of the audit.

Through ELEVATE SMSF, we bring enhanced efficiency, up to date technology and resource optimization, as we operate as an integral part of your business.

ELEVATE SMSF

Reach Out To Us

Reach
Out To Us

Saul
SMSF

Carisma
Solutions

ELEVATE SMSF

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Reach Out To Us

SaulSMSF

CarismaSolutions

Reach
Out To Us

Saul
SMSF

Carisma
Solutions