| Tax Services | Description | Price / Range |
|---|---|---|
|
Income Tax Return – Individual
|
Preparation and lodgment of Income Tax return including salary/wage income, interest, dividends, work related expenses
|
$275
|
|
Income Tax Return – Individual Sole Trader
|
Preparation and lodgment of Income Tax return including preparation and inclusion of Business Schedule
|
$550 - $5,500
|
|
Income Tax Return - Partnership
|
Preparation and lodgment of Income Tax return including Annual GST Return & Financial Statements where required
|
$550 - $2,200
|
|
Income Tax Return – Company/Trust (Small Trading)
|
Preparation and lodgment of Income Tax return, accumulation of source documents eg final bank statement, bank reconciliation, loan documents, asset purchase documents, copies of quarterly bas, review of P&L income and expenses items, Updating of asset register, review of BAS by qtr, Checking of final reconciliations for PAYG, Payroll tax, Workcover. Ensure Div 7A issues are attended to. Preparation of financial statements and income tax returns. Review of end of year file before rollover.
|
$1,650 - $5,500
|
|
Income Tax Return – Company/Trust (Large Trading)
|
Preparation and lodgment of Income Tax return, accumulation of source documents eg final bank statement, bank reconciliation, loan documents, asset purchase documents, copies of quarterly bas, review of P&L income and expenses items, Updating of asset register, review of BAS by qtr, Checking of final reconciliations for PAYG, Payroll tax, Workcover. Ensure Div 7A issues are attended to. Preparation of financial statements and income tax returns. Review of end of year file before Rollover. Provide pre year-end review to look at tax planning opportunities. Review of financials re business performance. We review G.L and key accounts to ensure that balances make sense. Maintain asset registers.
|
$5,500 upwards
|
|
Income Tax Return – Company/Trust (Non-Trading)
|
Generally for entities that receive distributions or dividends
|
$1,650
|
|
Fringe Benefits Tax Returns
|
Compliance with FBT legislation and lodgment of FBT return on time. Review to ensure FBT minimized. Advantage of tax agent extension to lodge and pay
|
$550 - $2,200
|
|
Extra Additions
|
Rental Property Schedule
|
$220 - $550
|
|
|
Business Schedule
|
$220 - $550
|
| Establishment / Registrations | Description | Price / Range |
|---|---|---|
|
ABN and/or TFN registration
|
|
$165
|
|
ABN, TFN, GST & PAYGW registration
|
|
$220
|
|
GST registration
|
|
$110
|
|
PAYG registration
|
|
$110
|
|
Business Name Registration (3 years)
|
|
$220
|
|
Establishment of Trustee Company & Trust (Discretionary/Family/Unit)
|
Includes initial structure advice, government charges, all relevant documents; i.e. Certificate of Incorporation, Company Constitution, Trust Deed, Minutes/Resolutions, etc.; applicable ATO registrations; assistance with opening bank account.
|
$2,750
|
|
Establishment of Trust (Discretionary/Family/Unit)
|
Includes initial structure advice, government charges, Trust Deeds, Minutes, applicable ATO registrations, assistance with opening bank account
|
$1,320
|
|
Establishment of Company
|
Includes initial structure advice, government charges, all relevant documents; i.e. Certificate of Incorporation, Company Constitution, Minutes/Resolutions, etc.; applicable ATO registrations; assistance with opening bank account.
|
$1,650
|
| ASIC Services | Description | Price / Range |
|---|---|---|
|
ASIC Annual Company Maintenance Fee
|
Review of Annual Company Statement including electronic receipt, preparation of Solvency Resolution, attendance to preparation and lodgment of ASIC forms in relation to company changes when necessary
|
$220
|
|
Deregistration of Company
|
Includes initial advice, all necessary documentation including, ASIC form 6010 preparation and lodgement, ASIC filing fee.
|
$330
|
| BAS Services | Description | Price / Range |
|---|---|---|
|
Quarterly BAS – Sole Trader
|
Review of GST income and expenses, appropriate recording and allocation of deductions, preparation of BAS & electronic lodgment with ATO. This service facilitates reduced end of financial year turnaround time and completion costs
|
Starting from $220 per quarter
|
|
Quarterly BAS - Business
|
Includes review of your internal bookkeeping for accuracy, amendments and corrections where required, preparation of BAS & electronic lodgment with ATO. This service facilitates reduced end of financial year turnaround time and completion costs
|
Starting from $550 per quarter
|
|
Quarterly BAS & Bookkeeping
|
Review of transactions and GST claims, allocation of expenses and income, reconciliation of bank accounts.
|
Starting from $1,320 per quarter
|
| SMSF Services | This service facilitates reduced end of financial year turnaround time and completion costs | Price / Range |
|---|---|---|
|
SMSF Set up with Corporate Trustee
|
All initial compliance matters relating to establishment of SMSF (deeds, investment strategy, consents etc) ATO registrations (TFN, ABN) necessary.
|
$3,300
|
|
SMSF Holding Trust with Corporate Trustee
|
All compliance matters relating to establishment
|
$1,650
|
|
SMSF Borrowing Statement of Advice
|
Liaison with specialist and provision of Statement of Advice
|
$1,100
|
|
SMSF Audit
|
Annual SMSF Audit Compliance
|
From $880
|
|
SMSF Actuarial Certificate
|
Pension Funds
|
$330
|
|
SMSF Annual Tax Compliance
|
Prepare accounts and regulatory tax return. Maintain detailed investment register and provide detailed investments reports with accounts. Prepare appropriate workpaper file and liaise with auditor to facilitate smooth audit. Pension calc’s, rollover notices, ETP’s etc.
|
$2,200 to over $11,000 for large complex funds
|
| Bookkeeping Services | This service facilitates reduced end of financial year turnaround time and completion costs | Price / Range |
|---|---|---|
|
Hourly Bookkeeping
|
Review of transactions and GST claims, allocation of expenses and income, reconciliation of bank accounts
|
$77 per hour
|
|
Fortnightly Wage preparation
|
Preparation and calculation of fortnightly wages for staff (non-advisory, processing only)
|
CoFrom $330/monthntent
|
|
New Business Start Up 6 Month BAS & Bookkeeping Package
|
Setup of XERO file including accounts and employees, register for Workcover & Super stream, process all transactions for six months, prepare & lodge first 2 BAS, process first 3 payroll runs, payroll instruction, unlimited telephone support.
|
$6,600
|
| Business Advisory | Description | Price / Range |
|---|---|---|
|
Business restructures
|
Full consulting role to a known preferred result.
|
$2,200 to $11,000 depending on matter
|
|
Budget / Cashflow preparation
|
Setting targets and goals and expressing the outcome in terms of financial rewards.
|
$3,300 upwards
|
|
Tax & succession planning advice
|
Tax structure advice, structured exit & tax planning
|
$1,650 - $5,500
|
|
Business Appraisal
|
Written appraisal used to buy a business
|
$1,100
|
|
Business Valuations
|
Written business valuation report to agreed specifications, suitable to support transactions for finance
|
$1,650 - $3,300
|
|
Specialist Business Valuation – eg. Divorce, dispute, court matter
|
Written business valuation report to agreed specifications, suitable to support transactions and accepted for legal matters
|
$3,850 upwards
|
|
Business Purchase
|
Including review of contract, liaison with legal representative, structure advice, tax advice, assistance with finance application and structure
|
$1,650 - $4,400
|
|
Quarterly Management Meeting
|
Review quarterly accounts before meeting, discussion pertaining to matters at hand
|
$550 for 1 hour meeting
|