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
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
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:
Our clients enjoy working with a team who don’t cut corners.
BRING YOUR SMSF UP TO SPEED
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.
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
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