Callaghans Fees

We invoice for tax work and advisory based on the amount of time spent completing the work with a minimum fee of $247.50 for individual tax return preparation and lodgement.

Tax and investment advisory appointments are charged at $330 per hour (pro-rated for part hours). Any calculations or written advice completed after the appointment will also be charged at these rates.

Your work is allocated to the best accountant for your needs. Our team of accountants have different charge rates which are based on their level of experience, qualifications and knowledge. See our terms of engagement for details.

All tax returns and advisory work is reviewed by the Partner in Charge before finalising the work. See our tax return process for further details on how your work is completed within our office.

Callaghans minimum fee of $247.50 will generally cover a basic individual tax return with 1 to 2 PAYG Payment Summaries, limited interest and dividend income and some deductions. Further items over these basic amounts will lead to higher invoice amounts.

The better presented and more organised your tax work is, the less time we will spend collating and sorting your information. This will then be reflected in the fees.

A clear picture of your situation also helps us to focus on opportunities to increase your wealth or topics/changes that might need to be discussed in relation to your tax affairs.

For further notes on how best to present your tax documents please see our information page.

As a general guide we charge the following amounts for different types of returns:

A single individual return with PAYG Payment Summaries, limited interest and dividend income, some deductions and a continuing rental property schedule $330

A single individual return with PAYG Payment Summaries, limited interest and dividend income, some deductions and two continuing rental property schedules $440

A single individual return with PAYG Payment Summaries, limited interest and dividend income, some deductions and a single rental schedule for a new property with new depreciation schedules to be entered and borrowing costs apportionments to be calculated –
$550 to $880 depending on the complexity of the depreciation schedule.

A single individual return with PAYG Payment Summaries, extensive interest and dividend income, managed fund income streams and some deductions – $440 upwards depending on the number of dividends and managed fund income items.

A single individual return with some interest and dividend income, deductions, and a sole trader business schedule (not registered for GST) added from a client summarised excel spreadsheet (or similar) with receipts provided for verification where required $440

A single individual return with some interest and dividend income, deductions, and a sole trader business schedule (registered for GST) added from a client summarised excel spreadsheet (or similar) with receipts provided for verification where required $660

If, when completing your tax work we find items that will extend the time that we need to spend on your tax return (that you are not aware of), we will contact you to discuss this prior to continuing with the work and incurring fees.

Our fees are invoiced at the completion of the tax work or advisory. The invoice is then due within 14 days or before lodgement of your return, whichever is sooner.