The situation

Assertion Systems audits Self-Managed Super Funds — work governed by strict ATO and ASIC compliance obligations. Their process was manual end to end: data collection, verification, client back-and-forth and compliance checks all done by hand, largely over individual email accounts. As client volumes and regulation grew, three problems compounded:

  • Slow. Manual workflows across collection, verification and sign-off ate time on every audit.
  • Risky and hard to trace. Client information lived in individuals' inboxes — error-prone, insecure, and dependent on whoever held the thread.
  • Capped. The manual approach couldn't scale with client demand or tightening regulation.

What I built

A bespoke, end-to-end SMSF audit platform — a 6-month initial build, run since as an ongoing engagement with continuous enhancements. Its core is compliance and internal process management, not spreadsheets and email:

  • Customer portal — a single, managed point of contact for client engagement. Requests and responses are handled inside the platform, out of individuals' inboxes — faster, clearer, more secure.
  • Auditor portal — manages the full audit workflow with compliance and alignment to ATO / ASIC regulations built in, while keeping completion times fast.
  • Automated data collection & aggregation across multiple integrated sources, removing manual entry.
  • Process & compliance workflow management — the audit lifecycle in one auditable system.

Built with an Angular front end, a .NET API, and multi-platform integrations. (AI/ML is a targeted future-state enhancement — not the core of the platform today.)

The result

50%

reduction in audit completion times

  • Client engagement consolidated into one secure, managed channel — no more critical requests buried in inboxes.
  • Compliance confidence — ATO/ASIC alignment maintained without sacrificing turnaround speed.
  • A platform that keeps growing — two years of ongoing enhancements as the business expands.

Why it matters

This is the core problem I solve, in a regulated setting: compliance-heavy process that lived in inboxes and people's heads, moved into secure software the business owns — faster, auditable, and built to scale. And I didn't build it and leave — I've stayed on it for two years.

Client testimonial to be added — a one-line quote from Assertion Systems will sit here.