You may download/print any of the following PDF files:
Signed Engagement Letter
Use the engagement letter in Class audit reports, or this if you prefer.
Signed Representation Letter
Use the representation letter in Class audit reports, or this if you prefer.
Investment Strategy
Please prepare an investment strategy, the attached is a sample (the Investment Strategy in Class Investment Reports may also assist)
Member Application
Use your own member application, or this if you prefer.
Trustee Declaration
This may also be downloaded from the ATO.
Market Value Declaration
For investments that have no other valuation.
SuperStream Rollover Declaration
Use your own superstream rollover declaration, or this if you prefer.
