Accounting & Compliance Pricing Guide
Please select the services relevant for you to build your own quote
One payment summary,
Standard work-related deductions.
No/limited calculations.
(excluding MV logbook method)
Entry of dividends from more than six shareholdings of shares
Per shareholding
Entry of income into interest, dividends, NPP income, Franked Dists, Foreign Distributions and Capital Gains sections
Per managed fund
Calculation and summarisation of work related expenses receipts and statements from provided documents
Entry of work related depreciation schedule and items including using ATO years of effective use table to calculate depreciation rate - per item
Per Item
Entry of superannuation deduction amount into your tax return including calculation of tax effective amount to claim and associated advice
Entry of MV schedule from client provided summarised records and receipts
Entry of rental property schedule
Review of depreciation schedules for property and adjustment where required
All income and expenses summarised by client
Per rental property
Apportionment of deductible component of expenses based on annual offset and recording capitalised costs not available to claim for future use
Per NRAS Property
Entry of Full Depreciation Schedule Report from BMT with both Division 40 and Division 43 assets
Entry of foreign rental property schedule including calculation and conversion of foreign amounts to AUD and application of Australian tax principals to property costs
Entry of capital gains schedule for sale of rental property including allocation of expenses between final rental schedule and capital gains worksheet, final adjustments including capital works and depreciation adjustments and ensuring all items are collated relevant to the sale
Entry of the sale of non property investments (shares and units) including adjustments to the cost base for capital actions and holding changes.
Time based depending on complexity and corporate action adjustments required to cost base (minimum fee)
Entry of business schedule from client provided summarised records and receipts
Entry of business schedule from client provided summarised records and receipts
- review of GST lodgements and reconciliation against total expenses
- lodgement of revised June BAS for any correction
Amount straight from statement with single conversion to AUD
Amount such as foreign employment income calculated from payslips with foreign conversions based on payslip date or annual rate
Discussion as to acquisition of new property including discussion and summary of cash flows, depreciation, loan set up and long term capital gains consequences
Discussions in regards to general salary packaging, tax effective strategies, investments etc - 1 hour appointment or discussion/email
Discussion as to impact of salary package on net income and overall benefit of salary packaging vehicle in line with other salary packaging arrangements - 1 hour appointment
Discussion in regards to tax consequences of redundancy package including review of documentation provided and calculations completed by employer based on service time as employee - minimum fee. Final quote depends on complexity of needs.
Capital gains tax estimate for sale of investment property including calculations and estimated adjustments to capital works and depreciation for properties that have always been investment properties or were a main residence then became an investment property after 1997
Includes written summary by email as to capital gains and tax consequences and strategies to reduce gain where applicable
Time based, final quote based on specific situation - minimum fee to right
Capital gains tax estimate for sale of investment property including calculations and estimated adjustments to capital works and depreciation based on assessable proportion of occupation
Includes written summary by email as to capital gains and tax consequences and strategies to reduce gain where applicable
Time based, final quote based on specific situation - minimum fee to right
Capital gains tax estimate for sale of investment properties including calculations and estimated adjustments to capital works and depreciation based on assessable proportion of occupation
Also includes written summary by email for comparison on sale of various properties based on current MV and calculations as to capital gains and tax consequences and strategies to reduce gain where applicable
Time based, final quote based on specific situation - minimum fee to right
Application for private ruling to the ATO on tax related matter such as foreign income or deductibility of item including all associated research and correspondence with the ATO case manager in relation to the Private Ruling up to and including initial ruling.
Includes time discussing progression of client ruling with client and end result handed down by the ATO at the end of the process
This fee does not guarantee a favourable result on the ruling which is at the ATO's discretion
Annual Company Return & Registered Office & Annual Agent
Bookkeeping - Per Hour (Phone, Zoom or Callaghans Office Appointments)
Lodgement only; client provides figures
Entry of base BAS Return - monthly, quarterly or annual
BAS Addition - PAYG (W)
IAS Monthly
Preparation and lodgement of FBT Return and associated declarations to satisfy ATO requirements
- Registering for FBT with ATO and setup of templates and FBT documentation for new client
- One vehicle on statutory rate method
Preparation and lodgement of FBT Return and associated declarations to satisfy ATO requirements
- Registering for FBT with ATO and setup of templates and FBT documentation for new client
- One vehicle on log book method
Includes company tax return
No employees
No GST registration
No depreciating assets
No HP/Loan
Includes partnership tax return
No employees
No GST registration
No depreciating assets
No HP/Loan
No employees
No GST registration
No depreciating assets
No HP/Loan
Entry and lodgement of client quarterly BAS
- Client summarised records electronically (excel or other software)
Includes trust tax return
No employees
No GST registration
No depreciating assets
No HP/Loan
New Incorporation of Company – incl ABN, GST, PAYG (W) & TFN including initial appointment to discuss setup requirements and best structure and follow up appointment for signing of documents.
New Trust (Discretionary i.e. Family) Formation - Corporate Trustee including initial appointment to discuss setup requirements and best structure and follow up appointment for signing of documents.
New Trust (Unit) Formation - Corporate Trustee including initial appointment to discuss setup requirements and best structure and follow up appointment for signing of documents.
Xero – Setup for own business (Tax & GST) including tailored instruction manuals for your business, setup of chart of accounts, payroll integration, training sessions to introduce Xero and follow up queries from setup and intial use.
Business Valuations starting from (minimum fee). Final quote dependent on complexity of valuation.
Cash Flow Preparation from (minimum fee).
Final quote depends on complexity of cash flow analysis.
Analysis of Key Performance Indicators for Business
Lease Advice for Business Equipment and Vehicles
Lease vs. Buy Analysis for Business Equipment and Vehicles
Buy/Sale of Business - Support & Advice (minimum). Final quote depends on complexity.
Monthly Performance Monitoring (+ Coaching/Consulting) including monthly meetings and review of cash flow cycles for business in line with business strategies
Business succession planning (minimum). Final quote depends on complexity
Organisational chart preparation and discussion
Discussion in regards to tax work and advice provided within scope of general queries in meeting with Partner 60 minutes
Correspondence in regards to tax work or queries to Partner. Per 15 minutes response time
Meeting - Per one hour discussing relevant considerations for industry relevant planning and budgeting in line with managing cash flows and growth.
SMSF Set Up - Corporate Trustee including initial appointment to discuss setup requirements and best structure and follow up appointment for signing of documents.
Includes SMSF annual tax return and assistance with audit Cash and TD investment only
No GST registration
No depreciating assets
No loan
SMSF Exit Meeting - 1 hour
Various correspondence over the financial year
Ongoing Financial Planning Packages
Starting from $250 + GST (per month)
Services included
- Management of financial strategies
- Investment management
- Cashflow analysis
- Needs analysis & Insurance Advice
- Annual Strategy Review
- Access to a strong referral panel of mortgage brokers, accountants & legal professionals
- Half yearly market updates and regular portfolio reports
Starting from $250 + GST (per month)
Services included
- Retirement Planning
- Management of financial strategies
- Investment management
- Tax planning
- Cashflow & pension advice
- Legacy planning & solicitor referral
- Annual strategy review
- Half yearly market updates and regular portfolio reports
Starting from $420 + GST (per month)
Services included
- Additional Entity Advice & Planning
- Tax effective solutions
- Strategic Property advice
- Defined benefit advice
- Geared investment strategy
- Management of financial strategies
- Investment management - Multiple portfolios
- Cashflow analysis
- Needs analysis & Insurance Advice
- Annual Strategy Review
- Liasing to a strong referral panel of mortgage brokers, accountants & legal professionals
- Quarterly market updates and regular portfolio reports
Starting from $800 + GST (per month)
Services included
- Management of financial strategies across entities
- Investment management- Multiple portfolios
- Cashflow analysis
- Needs analysis & insurance advice
- Bi-annual strategy reviews
- Liaising to a strong referral panel of mortgage brokers, accountants & legal professionals
- Quarterly market updates and regular portfolio reports
- Inter-generational Advice
- High Net Worth (HNW) strategies
- Complex tax solutions
- Strategic property advice
- Defined benefit advice
- Management of financial strategies across entities
- Discounted future financial plans
- Multi Entity Advice & Planning
Work with us to find the right plan for you.
Services included
- Contact us for a tailored plan.
Starting from $250 + GST (per month)
Services included
Starting from $250 + GST (per month)
Services included
Management of financial strategies
Retirement Planning
Investment management
Management of financial strategies
Cashflow analysis
Investment management
Needs analysis & Insurance Advice
Tax planning
Annual Strategy Review
Cashflow & pension advice
Access to a strong referral panel of mortgage brokers, accountants & legal professionals
Legacy planning & solicitor referral
Half yearly market updates and regular portfolio reports
Annual strategy review
Half yearly market updates and regular portfolio reports
