Our Fees
Basic Individual Tax Returns
Basic individual tax returns prepared via email/PDF files: $154.00 including GST
Basic individual tax returns prepared in-office or telephone meeting: $165.00 including GST
Approximately up to 1hour duration, includes discussions and advice - ie, PAYG payment summaries, interest, minor work related expenses, where client provides summarised expenses details and records.
Many tax returns can be prepared via emailed PDF files, using the information is provided by the ATO via the tax agent portal, together with your details provided regarding other income, expenses, medical net total costs, etc.
Basic individual tax returns prepared in-office or telephone meeting: $165.00 including GST
Approximately up to 1hour duration, includes discussions and advice - ie, PAYG payment summaries, interest, minor work related expenses, where client provides summarised expenses details and records.
Many tax returns can be prepared via emailed PDF files, using the information is provided by the ATO via the tax agent portal, together with your details provided regarding other income, expenses, medical net total costs, etc.
Individual, Partnership Tax Returns with Additional Schedules, and Other Business Services
Fees based on time spent, guided by the rate of $154 per hour.
Indicative fee approximately $275 - $1,650.
Includes, but not limited to:
Indicative fee approximately $275 - $1,650.
Includes, but not limited to:
- Sole trader business
- Rental properties, including building depreciation schedules, other depreciation, and assitance with obtaining depreciation reports.
- Capital gains/loss calculations and workings
- Managed funds
- Detailed motor vehicle expenses - log book method, depreciation, finance schedule
- Sorting out and adding up client receipts
- Overnight travel allowance expense using ATO ruling
- Family tax benefit and other Centrelink assistance matters
- Work related depreciation schedules
- PAYG withholidng variations applications
- Partnership tax returns
- MYOB, cloud accounting, excel or other cashbook records assistance for sole trader and partnerships
- Other discussions and advice either by telephone, emails, in office or at client site
- Start up business advices and guidance, including ABN applications.
- ASIC registrations of business trading names, and other ASIC forms preparations and lodgements, and OSR share transfer forms.
- Establishment of new Self Managed Superannuation Funds, together with application for TFN and ABN.
- Assistance with SMSF borrowing arrangements, ie ordering trustee company, liasing with solicitors regarding borrowing documents, etc.
- Incorporation of new Companies, together with TFN, ABN, GST, Fuel Tax and PAYG Withholding registrations
Business and Other Services
Fees based on time spent, guided by the rate of $154 per hour.
Indicative total year's servies fee approximately $1,650 - $6,600
Comprised of, but not limited to:
Indicative total year's servies fee approximately $1,650 - $6,600
Comprised of, but not limited to:
- Accounting and financial accounts preparation, year end adjustments, depreciation schedule, finance schedules, bank reconciliations, GST reconciliations, BAS revisions, wages and superannuation reconciliations, etc
- Tax returns for company, trust, partnership, Self Managed Superannuation Fund and Fringe Benefits Tax
- BAS preparations, revisions, and lodgements.
- Pre-year end review, discussions or meetings, in relation to compliance with superannuation obligations, and PAYG withholding obligations, and tax planning opportunities
- Discussions and advice, either by telephone, email or during meetings
- Client site visits and assistance with business and accounting matters
- ATO Superannuation, GST or compliance audits
- Special purpose audits
- Liasing with loan brokers, includes preparation of business plans, compiling and forwards copies of tax returns and financial accounts, and other matters as requested by finance lenders.
Audit of Self Managed Superannuation Funds
Fees based on time spent, guided the rate of $154 per hour.
Indicative fee - from minimum $495.00
As a registered SMSF auditor, SMSF audit work comprised of:
All fees above include GST. Fees will be deducted from tax refunds if tax refund is available. We can provide an estimate of fees before we undertake the work. Our rates are competitive compared to market standards. All third party costs and disbursements are charged out at cost.
Clients with work which is progressive during the year will be invoiced in October, February and June. Invoices issued during the year will be credited to a final detailed invoice. Some matters will be invoiced either before or during the work, and the balance invoiced at completion of the work
Invoices are due and payable within 7 days from date of invoice.
A client engagement letter will be issued to the client in conjunction with the commencement of our practice servicing you, in accordance with the Institute of Chartered Accountants' guidelines.
Note once a client or a potentional client requests a matter to be attended to, or discussed, this will commence and engagement of services, hence fees will be incurred, and invoice issued in due course, with payment due within 7 days of date of invoice.
We thank you for using our services and for the referrals.
Indicative fee - from minimum $495.00
As a registered SMSF auditor, SMSF audit work comprised of:
- Review of Accounting records, workpapers, financial accounts, investment strategy, minutes, ATO Trustee Declarations, SMSF deeds, limited recourse borrowing arrangements and paperwork, investments bought/sold, pension documents, etc.
- Review of Tax return for the Self Managed Superannuation Fund, and BAS' if GST registered SMSF.
- Discussions with the preparing accountant
- Preparation of audit engagement letter and audit report.
- Lodgement of the contravention report with the ATO if required.
All fees above include GST. Fees will be deducted from tax refunds if tax refund is available. We can provide an estimate of fees before we undertake the work. Our rates are competitive compared to market standards. All third party costs and disbursements are charged out at cost.
Clients with work which is progressive during the year will be invoiced in October, February and June. Invoices issued during the year will be credited to a final detailed invoice. Some matters will be invoiced either before or during the work, and the balance invoiced at completion of the work
Invoices are due and payable within 7 days from date of invoice.
A client engagement letter will be issued to the client in conjunction with the commencement of our practice servicing you, in accordance with the Institute of Chartered Accountants' guidelines.
Note once a client or a potentional client requests a matter to be attended to, or discussed, this will commence and engagement of services, hence fees will be incurred, and invoice issued in due course, with payment due within 7 days of date of invoice.
We thank you for using our services and for the referrals.