Every SMSF requires an annual audit, trustee declarations, investment strategy reviews, and a paper trail that satisfies the ATO on demand. FileRequest sends each client a secure, branded portal to upload what you need — organised, complete, and audit-ready.
Bank statements, investment contracts, property valuations, trustee meeting minutes — SMSF clients routinely submit incomplete records at audit time. FileRequest sends a structured checklist to trustees well before the audit deadline, with automatic reminders until everything is received.
A fund holding listed shares needs different documentation than one holding commercial property or a related-party loan. FileRequest lets you build templates by fund type and send the right checklist to each client instantly — no manually emailing different lists.
The ATO’s compliance focus has sharpened significantly — with particular attention to poor documentation, related-party transactions, and asset valuations. FileRequest gives you a timestamped, organised record of every document received from every client — exactly the kind of audit trail that protects your clients and your practice.
Send each trustee a secure portal to upload their signed Trustee Declaration. Automatic reminders ensure the 21-day ATO requirement is met without you manually following up.
Build a checklist for each fund type — listed securities, property, term deposits, LRBA — and collect bank statements, investment statements, property valuations, and trustee meeting minutes in one structured submission.
Send trustees their updated investment strategy document and collect their signed acknowledgement through a portal that creates a clear, timestamped record.
With Division 296 commencing 1 July 2026 and ATO scrutiny of asset valuations at an all-time high, FileRequest makes it easy for trustees to upload current property valuations and supporting evidence directly to their portal.
All SMSF client documents — bank statements, tax records, trustee declarations, and investment evidence — are stored in Sydney, Australia (AWS ap-southeast-2), encrypted at rest and in transit. Compliant with the Australian Privacy Act 1988.
Completed submissions automatically sync to a structured Google Drive folder — Your firm / Fund name / Financial year. No manual downloading or filing. Your records are organised and accessible the moment a client submits.
FileRequest works for any professional services firm that collects documents from clients. See how it compares to ContentSnare, UseCollect, and FileInvite.
List every document required for this fund’s annual audit: bank statements, investment statements, property valuations, trustee minutes, contribution records, pension documents. Save as a template by fund type.
Each trustee receives a branded email with a secure link to their portal. No login required. Upload from any device.
Automatic reminders fire on your schedule and stop when the trustee submits. You see real-time status across every fund in your client base.
Every submission is downloadable by document, by fund, or as a complete ZIP. All files sync to Google Drive automatically — organised by fund and financial year.
Yes. FileRequest is designed for exactly this workflow. Build a document checklist for each fund type — listed securities, property, term deposits, related-party loans — and send a personalised portal to each trustee before the audit deadline. Automatic reminders chase trustees until everything is submitted. You receive a complete, organised submission rather than scattered email attachments, and every document is timestamped with a clear record of when it was received.
Yes. Trustees can upload their signed Trustee Declaration directly through their portal. FileRequest supports any file type including scanned PDFs and photographed documents. The submission is timestamped, creating a clear record that the declaration was received within the ATO’s required 21-day period.
The ATO has significantly increased data matching and audit activity, with particular focus on poor documentation, related-party transactions, and asset valuations. FileRequest gives SMSF administrators a structured, timestamped record of every document received from every client — when it was submitted, what was provided, and by whom. This is exactly the kind of audit trail that satisfies ATO scrutiny and protects both your clients and your practice.
Yes. FileRequest supports unlimited templates. Build a separate checklist for each fund type — a fund holding listed shares needs different evidence than one with a commercial property or an LRBA. Send the right template to each client in one click, and update templates at any time as ATO requirements evolve.
Yes. All data is stored in Sydney, Australia (AWS ap-southeast-2), encrypted at rest and in transit. Each client portal uses token-based access — only the intended recipient can access their portal. SMSF bank statements, investment records, tax documents, and trustee declarations are handled with the security appropriate for sensitive financial records under the Australian Privacy Act 1988.
Yes. FileRequest connects natively to Google Drive and OneDrive. When a trustee submits their documents, files automatically sync to a structured folder — Your firm / Fund name / Financial year. No manual download or filing. Your SMSF records are organised and accessible immediately after submission.
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