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*