Precepts Australian Accounting & Tax Solutions Call (02) 8604 4088
  Sydney Harbour  

Current Promotion

Special Offer for new SMSF clients

For trustee(s) of Self-Managed Superannuation Funds with all members in accumulation phase, Precepts has a fixed fee package offer for new clients.

Our SMSF compliance package includes:

  • importing, coding and review of bank records (up to 150 transactions)
  • completion of the Fund’s general ledger for the year
  • preparation of annual member statement(s)
  • preparation of summaries, reconciliations and support workpapers
  • preparation of draft SMSF annual return
  • forwarding documents to the SMSF’s preferred auditor
  • attendance to finalisation and lodgement of SMSF annual return post audit
  • correspondence with trustee(s) throughout above process.

Cost: $1,500 + GST*

Enquire today!

* Terms and conditions apply (complete website contact Form for further details). Additional costs may apply in certain instances eg. funds with members in pension phase / exceeding transactions quota noted above.

Special Offer for new SMSF clients
  National Tax & Accountants' Association The Tax Institute Chartered Accountants Australia  
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