Our Fees
The power of synergy: when accountants, financial advisers, and your advocators come together, the value created is greater than the sum
Simple Tax Return
Trading Business Package
$250 plus GST
From $250 plus GST/month
ATO Prefilling Tax Return
Deduction Checklist
Telephone and Email Support is on Hourly Basis
Each Investment Item: $143 (e.g., each investment property, share trading activities, CGT events)
4 x Business Activity Statement (BAS)
1 x Financial Statement
ASIC agent & include annual asic statement
Up to 2 hours of tax consulting session per year (emails, phone calls, and in-person meetings)
Investment
Properties
Passive Investment Vehicle
$200 plus GST
From $120 plus GST/month
Investment Property Schedule -$200 per property
Depreciation Report Support - from $440
Deductible Expenses Checklist Support
Company that holds passive investment assets - Company Financial, Company Tax Return
Trust holds investment assets such as property or shares, - Trust Financial Statement, Trust Tax Return, Distribution Resoluation, Minutes
Note: We quote upfront with full transparency. The benefits and returns from our strategies are guaranteed to outweigh the cost.
ABN Sole Trader
Simple SMSF Tax Package
$500 plus GST
From $250 plus GST/month
GST Reporting - from $300
Sole Trader Business Tax Checklist
Senior: $275/hour
Intermediate: $165/hour
Graduates and Admin: $121/hour
What's included?
A 15-minute phone call with a qualified tax accountant (CPA or CA) for your current tax return and future tax planning. Preparation and lodgement of your tax return.
What's not included?
Training on tax knowledge, calculation and comparison of what-ifs, weighing pros and cons. These can be engaged separately with a quoted fee.
SMSF under 2 members
Investment in real estate or listed shares only
Good complying history
SMSF audit from $440
Comprehensive Tax Return & Consulting
Complex Company, Trust Tax Solution
Hourly Rate
Consultation with our Chartered Accountants
Captial Gain Tax，Share/Cryptocurrency Trading, ESS, Investments, Tax Losses, Large amount deductions, ATO audit or dispute
Partner: $420/hour
Manager: $350/hour
Senior: $300/hour
Intermediate: $220/hour
Partner: $420/hour
Manager: $350/hour
Senior: $300/hour
Intermediate: $220/hour
Individual Tax Return Checklist
To assist in getting you your maximum refund, it’s important to be prepared with some items of information, which we’ve outlined in our tax return checklist
Company, Trust Tax Factsheet
To assist in getting you your maximum refund, it’s important to be prepared with some items of information, which we’ve outlined in our tax return checklist
Get in Touch
Make An Enquiry
Find out how we can help you. Simply fill out this form and one of our expert advisors will get in touch with you soon.
Phone
(02) 9170 1818
Address
See our Office