create your own financial future
Pisani Group will tailor a service package to suit your SMSF needs ,that takes the stress out of meeting your ATO compliance commitments and gives you peace of mind – including a set Annual fee
Services
- Monthly Bookkeeping
- Tax Return Pre end of financial year meeting
- General Advice
- BGL 360 Subscription
- BGL 360 Software
- Portal Access
- Trustee Company Compliance
- Pension Documents
- Actuary Statement
- Review Investment Strategy
- Quarterly BAS
- Annual BAS Statement of Advice
- Trust Deed Review
- $1.6M Cap Reporting
- Audit
- Valuation
Small
From $163 per month
- Monthly Bookkeeping
- Tax Return
- Audit
- Pre end of financial year meeting
- General Advice
- BGL 360 Software Portal Access
- Pisani Monthly Fee $99
- Stevens & Andrews Audit Fee $50
- BGL 360 Subscription $14
Medium
From $263 per month
- Monthly Bookkeeping
- Tax Return
- Audit
- Pre end of financial year meeting
- General Advice
- BGL 360 Software Portal Access
- Pension Documents
- Actuary Statement
- Review Investment Strategy
- Pisani Monthly Fee $199
- Stevens & Andrews Audit Fee $50
- BGL 360 Subscription $14
Large
From $323 per month
- Monthly Bookkeeping
- Tax Return
- Audit
- Pre end of financial year meeting
- General Advice
- BGL 360 Software Portal Access
- Pension Documents
- Actuary Statement
- Review Investment Strategy
- Pisani Monthly Fee $259
- Stevens & Andrews Audit Fee $50
- BGL 360 Subscription $14
The Create Your Own Financial Future Team
Stephen Pisani
Authorised Representative Number 289854
Healy Wade
Senior Bookkeeper
Alana Pine
Bookkeeper