Switch Accountants – Pride Co

BRING YOUR SMSF UP TO SPEED

At Pride Advice and Accounting we’re offering SMSF’s joining our accounting service $770 of value at no additional cost.

New clients joining our service for two financial years will receive a free updated trust deed, investment strategy and binding death benefit nominations - for no additional cost.

Is your SMSF behind?

An SMSF’s trust deed is the most important document for an SMSF - it sets out the governing rules of the fund . The super rules last changed in July 2017 - if your SMSF’s deed hasn’t been reviewed after 1 July 2017, it might be a good idea to do so.

Similar to the SMSF Trust Deed, the investment strategy is a critical document that governs the assets that can be held in your SMSF and your Binding Death Benefit Nominations direct where funds within the SMSF are directed in the event of a members’ death

All of these documents are absolutely critical to a fund, and if your documents haven’t been reviewed recently, your SMSF could be behind

How to check the DATE OF YOUR SMSF TRUST DEED

WE MAKE IT OUR JOB TO MAKE SURE YOU’RE MEETING YOUR OBLIGATIONS AS AN SMSF TRUSTEE

As a client of Pride Accounting, we make it our business to ensure you meet your obligations.

This includes ensuring your SMSF Trust Deed is up to date, and the essential documents governing your SMSF are in line with current legislation.

We prepare t he returns of over 200 SMSF’s a year and were finalists in the Australian Accounting Awards SMSF firm of the Year award in 2019.

Our SMSF Trustee clients enjoy a personal service from a team focused on providing industry leading service.

No surprises set fee structure

Professional, timely advice

Our team keeps in touch and helps you to
keep your SMSF in tip top shape

Finalists in the Australian Accounting Awards SMSF
Firm of the Year award in 2019

Feedback from our clients

Read more of our Testimonials

Passing (or failing) the Residency Tests

Establishing if you are an Australian tax resident is not straightforward - there are a lot of grey areas. As a high-level guide, the Australian Tax Office (ATO) uses four (4) main tests for establishing tax residency in Australia:

1

The
“Resides”
Test

2

The
Domicile
Test

3

The
183-Day
Test

4

The
Commonwealth
Superannuation

Test

BRING YOUR SMSF UP TO SPEED

This is a total saving of

$770

Our standard annual accounting return fee start at $2,750.00 (including GST, billed in monthly increments)

Annual Audit Fees are $440.00 and Actuary Certificates are $198.00

At Pride Accounting we’re offering new clients who join our accounting service for two years:

Complimentary Transfer of your SMSF accounting

Complimentary update to your Trust Deed

Complimentary Death Benefit Nominations

 Complimentary Investment Strategy

Our clients enjoy working with a team who don’t cut corners.

BRING YOUR SMSF UP TO SPEED

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Your SMSF trust deed is the most important document for an SMSF and it should be regularly reviewed and updated to reflect current law. Contact us now so we can help review your SMSF documents and administration to ensure everything is up to speed.

CALL US NOW

Need Answers Now?

By the way, if you have a burning question, just give us a call on 02 9222 1422 or email service@prideco.com.au

About Pride Advice

Pride Advice and Accounting’s ethos is personalised, high level service to clients who elect to receive a capable and diligent service addressing their financial, investment and accounting needs.

The firm comprises Accounting and Tax which provides accounting services to a range of individuals and business entities, and Private Wealth Management which provides full service financial advice.

The company is wholly owned by AZ Next Generation Advisory and staff, and is backed by Azimut Group, a leading global financial service and investment firm listed in Milan.

Level 10, 88 Phillip Street Sydney NSW 2000 / Tel 02 9222 1422 /
service@prideco.com.au

Pride Advice Pty Ltd ABN 67 133 557 785 and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Read our Financial Services Guide (FSG)