SMSF auditors
Use our online services to register as an SMSF auditor, change your SMSF auditor details and complete an SMSF auditor annual statement.
Regulatory portal access
听Help & support
FAQsThis page contains:
- Steps to sign up for a Regulatory Portal account and to log in
- Inviting someone to act on your behalf
- Registering as an SMSF auditor
- Completing your annual statement
- Changing your details
- Frequently asked questions
- Related links
Steps to sign up for a Regulatory Portal account and to log in
Inviting someone to act on your behalf in the ob体育 Regulatory Portal
You may authorise another person to act on your behalf through the portal.
Only a portal user with Senior administrator or Administrator Access level for an entity (this could be an organisation structure like a company, a business, a partnership or a trust, or an individual (or 鈥榥atural person鈥�)) can invite other users to connect to that entity.
To invite a user, make sure you are viewing the entity you want to invite the user to connect to.听
- Select 'Administration' in the top navigation bar.
- Select the 'Users' tab.
- Select the 'Invite new user to entity' button.
- enter the invitee's details 鈥� name, email address etc. You will also need to declare that you understand the access you are giving the invitee.
- Select 'Confirm'. This will send the invitee an email, including an invitation key that they can use to register or connect to the entity if they have an existing portal account.
For more information, please visit our听 (FAQs) on ob体育's Regulatory Portal.
Registering as an SMSF auditor
- Log in to ob体育's . This will take you to your dashboard.
- From the top navigation bar, select 'Transactions' and then select 'All transactions index' from the drop-down list. This will take you to a page listing all available transactions.
- Select 鈥楢pply for SMSF auditor registration鈥�.听This will take you to a landing page for the registration application. This page contains听 information about fees, relevant legislation, privacy, etc.
- At the bottom of the landing page, select the 'Launch transaction' button to start your application.
Also see: Applying for and managing your registration
Completing your SMSF auditor annual statement
If you have not previously registered for the portal, see Steps to register for an ob体育 Regulatory Portal account.
- Log in to ob体育's . This will take you to your dashboard.
- From the top navigation bar, click on Transactions and select All transactions index from the drop-down list.听This will take you to a page listing all available transactions.
- Click on 鈥楽ubmit annual statement鈥�.听This will take you to a landing page for the annual statement.听This page contains information about fees, relevant legislation, privacy etc.
- At the bottom of the landing page, select 'Launch transaction' to start your annual statement.
Changing your SMSF auditor details
If you have not previously registered for the portal, see听Steps to register for an ob体育 Regulatory Portal account.
- Log in to ob体育's . This will take you to your dashboard.
- From the top navigation bar, select 'Transactions' and select 'All transactions index' from the drop-down list. This will take you to a page listing all available transactions.
- Click on 鈥楥hange to details of professional registration鈥�. This will take you to a landing page 'SMSF auditor - Change to professional registration'. This page contains information about fees, relevant legislation, privacy etc.
- At the bottom of the landing page, select 'Launch transaction'.
Frequently asked questions
Refer to our 听page to find user guides and step-by-step instructions for self-managed superannuation fund (SMSF) auditors completing transactions in the ob体育 Regulatory Portal.
FAQs include:
- How to login and register for the ob体育 Regulatory Portal?
- How to connect an entity to your portal account?
- How to invite someone to connect with an entity?
- How to change a user's access level or disconnect them from an entity?