Placeholder Name (drop down menu) | Placeholder Name (appearing in report) | Details Populated | Format Example | Data Obtained From | Name of Field |
Date | ${DATE} | Today's Date | 31-01-2018 | Calendar | N/A |
Name of fund | ${NAME_OF_SUPERANNUATION_FUND} | Superfund Name | Fund Name | Client details/Basic | Client Name |
Name of Fund - Capital | ${NAME_OF_SUPER_FUND_CAPITAL} | Superfund Name Caps | FUND NAME | Client details/Basic | Client Name |
ABN of Fund | ${ABN_OF_SUPERANNUATION_FUND} | Funds ABN | 11122223333* | Client Details/Fund | ABN Number |
Address 1 | ${ADDRESS1} | Audit Firm Address line 1 | PO Box xxx | Profile/Company Details | Address Line 1 |
Address 2 | ${ADDRESS2} | Audit Frim Address line 2 | Sydney NSW 2000 | Profile/Company Details | Address Line 2 |
Fund Mailing Address | ${FUND_MAILING_ADDRESS} | Funds mailing address 2 lines | PO Box xxx, Sydney NSW 2000 | Client Details/Contact | Mailing Address |
Firm Name | ${FIRM_NAME} | Auditor's Firm Name | ABC Audits Pty Ltd | Profile/Company Details | Company Name* |
Firm Address | ${FIRM_ADDRESS} | Auditor's Firm Address 1 Line | PO Box xxx, Parramatta NSW 2150 | Profile/Company Details | Address fields |
End Date | ${END_DATE} | Year end date of audit | 30-06-2018 | Audit Job Details | Financial year |
Date with Slash | ${DATE_WITH_SLASH} | Today's Date | 31/01/2018 | Calendar | N/A |
Year end Date with Slash | ${END_DATE_WITH_SLASH} | Year end date of audit | 30/06/2018 | Audit Job Details | Financial year |
FY | ${FINANCIAL_YEAR} | Financial Year of audit | 2018 | Audit Job Details | Financial year |
Year end Date in Words | ${END_DATE_IN_WORDS} | Financial Year of audit | 30 June, 2018 | Audit Job Details | Financial year |
Year end Date in Words without comma | ${END_DATE_IN_WORDS_WITHOUT_COMMA}* | Financial Year of audit | 30 June 2018 | Audit Job Details | Financial year |
Date in words without comma | ${DATE_IN_WORDS} | Today's Date | 31 January 2018 | Calendar | N/A |
Fund's Physical Address - in 2 lines | ${FUND_PHYSICAL_ADDRESS_WITH_NEW_LINE} | Funds physical address 2 lines | 1 George St | Client Details/Contact | Physical Address |
Name of Signatory (All) - with new line | ${NAME_OF_SIGNATORY_LIST} | Trustee/Director Names on new line (with Gap) | Joe Citizen Joan Citizen Joe Bloggs Joan Bloggs | Client Details/Trustees | Director/Trustee Name (Corporate or Individual) |
Trustees name | ${TRUSTEES_NAME} | Trustee name(s) Corporate and individual | Corporate - XYZ Pty Ltd | Client Details/Trustees | Corporate - Company Name |
Auditor name | ${AUDITOR_NAME} | Assigned Auditor Name | Alan Auditor | Profile/Personal Details of assigned auditor | First Name & Last Name |
ACN | ${ACN} | ACN of Fund | 122223333 | Client Details/Trustees | ACN Number |
Details of Contravention (New) | ${DETAILS_OF_CONTRAVENTION} | Under Construction TBA | TBA | TBA | TBA |
Postal address of auditor | ${POSTAL_ADDRESS_OF_AUDITOR} | Auditor's postal address 1 line | PO Box xxx, Parramatta NSW 2150 | Profile/Personal details (Auditor & Company Admin only) | Postal Address 1 (previously Postal Address) |
Auditor postal address - in 2 lines (New) | ${AUDITOR_ADDRESS_WITH_NEW_LINE} | Auditor's postal in 2 lines | PO Box xxx | Profile/Personal details (Auditor & Company Admin only) | Postal Address 1 |
SMSF auditor number (SAN) | ${SMSF_AUDITOR_NUMBER_(SAN)} | ASIC Auditor Number | 11223344 | Profile/Personal details (Auditor & Company Admin only) | ASIC Auditor No. |
Professional Membership | ${PROFESSIONAL_MEMBERSHIP} | Membership number (eg CPA, CA etc) | 11223 | Profile/Personal details (Auditor & Company Admin only) | Professional Body Membership No. |
Trustee/Director Signatory 1 | ${TRUSTEE_DIRECTOR_SIGNATORY1} | Name of Trustee if Individual Trustee and Name of Director if Corporate Trustee. | Bili Jones | Client Details | Trustee Name On Deed |
| Trustee/Director Signatory 2 | ${TRUSTEE_DIRECTOR_SIGNATORY2} | Name of Trustee if Individual Trustee and Name of Director if Corporate Trustee. | Aara Martin | Client Details | Trustee Name On Deed. |
Trustee/Director Signatory 3 | ${TRUSTEE_DIRECTOR_SIGNATORY3} | Name of Trustee if Individual Trustee and Name of Director if Corporate Trustee. | Celyse Williams | Client Details | Trustee Name On Deed |
Trustee/Director Signatory 4 | ${TRUSTEE_DIRECTOR_SIGNATORY4} | Name of Trustee if Individual Trustee and Name of Director if Corporate Trustee. | Korrie Kelly | Client Details | Trustee Name On Deed |
Trustee/Director Signatory 5 | ${TRUSTEE_DIRECTOR_SIGNATORY5} | Name of Trustee/Director | Chloe Johnson | Client Details | Trustee Name On Deed |
Trustee/Director Signatory 6 | ${TRUSTEE_DIRECTOR_SIGNATORY6} | Name of Trustee/Director | Delilah Harris | Client Details | Trustee Name On Deed |