Indicative Pricing (inc GST)
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Fees for individuals
Including sole traders and investors.
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Fees for businesses
Business tax return fees.
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Fees for other services
Including administration and bookkeeping.
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How we charge for our work
Whenever possible, we charge flat rates instead of traditional time-based fees. so you can be confident budgeting for us to prepare your job.
Your return will be prepared by a registered tax agent and qualified accountant who is an owner of the business. We don’t outsource or offshore work. We are not a franchise.
Your income and expenses will be confidently reviewed to find tax saving opportunities. Your consultation with us will be educational and productive. You can request a full copy of your tax return with all the worksheets so you can understand how your return was prepared.
We work with you and add value whilst containing your costs. Our excellent resources and time-saving strategies can help you obtain the best outcome from our services. Discounts available for couples attending consultation together; and for preparation of several returns at the same time.
Individuals, investors and sole traders
Individual tax return
For a typical employee using our online tax return questionnaire. This includes claiming some deductions, rebates and other sources of income e.g. bank interest, some dividends, managed fund annual statement. Also includes pre-meeting support via questionnaire, useful templates, and consultation in person or over zoom to finalise your return to lodge on the same day.
Base fee $220
With complex, extensive or high-value deductions
Determination of deductibility of university self education expenses for employees. Sabbaticals, travel, per diems, relocations. Claiming home office rent or home loan interest for employees under TR93/30.
Add from $55
Income from Trusts and Portfolios
Where a tax summary has not been provided or where a reconciliation is required.
Add from $66
Income averaging for special professionals
Averaging provisions either create a tax saving or have no effect each year. They can apply to authors including coders; film, TV, theatre and music creatives and sportspeople.
First year, or year with benefit $110. Else $55
Sole Trader, not registered for GST
Using our Business not registered for GST template, prepared by you. Doesn’t include bookkeeping or accounts re-preparation.
Add from $220
Annual GST return
When prepared at the same time as your Tax Return, using our Business registered for GST template, prepared by you
From $165
Rental property including Overseas property
With accompanying agent statement and totals recorded on our checklist. Fees can be shared between owners, e.g. one property with two owners.
Add $264 per property
Rental property
With detailed schedules, privately rented or holiday homes, new investments. Fees can be shared between owners e.g. one property with two owners.
Add $464 per property
Determination of tax residency
Simple determinations using the ATO residency calculators as well as complex issues such as CGT on cessation of residency.
From $110
Capital gains for shares, crypto
Fees depend on complexity and volume. For high volume traders. it is usually most cost effective to obtain a Tax Report from appropriate software.
Add $66
Capital gains on sale of investment property
With original costs, in an asset register, provided by you or in a Depreciation report. With information provided by you on our Capital Gains template.
Add from $330
Simple main residence exemption sales of property
Determination and documenting the factual basis for application of the exemption. Only when the exemption applies to the entire capital gain.
Add $55
Amended tax return
For small changes to returns originally prepared by us, this may be free. Amending returns prepared by other accountants, fees will typically be as if the return is being prepared anew.
Variable
Fee from refund
Trust account admin fee charged if you want to pay our fees from your refund. Terms and conditions apply.
$55 per year
Discounts
For couples attending together & multiple overdue tax returns.
10% - 25% off
Quick emails, phone calls and incidentals
Related to completing and lodging your tax return
Usually free
Being well organised helps to minimise our fees.
Incorrect or missing information, and information supplied in stages or multiple emails, can increase the time, and hence the cost, to prepare your tax return. Our online tax return questionnaire is designed to help you avoid this.
Repreparation fees will be charged if your tax return needs to be updated and paperwork resent more than once; unless by prior agreement.
Please note – rates may change without notice.
Businesses: Companies, Partnerships, Trusts
Company tax return
Preparation of company tax return from your reconciled Xero, QB or MYOB software. Financial statements: Profit & Loss, Balance Sheet. EOFY journal entries. Consultation & strategy review.
Typically $1,320 for a company with 1-3 employees
Partnership tax returns
Partnership return prepared from your reconciled accounting software or using our Excel templates. Fees vary of complexity, volume of transactions and reliability and completeness of the records you present.
Typically $660
Trust tax returns
Partnership return prepared from your reconciled accounting software or using our Excel templates. Simple Family Trusts, Investment Trusts and Discretionary Trading Trusts.
Typically $1,100
Establish Private Company (Pty Ltd)
Includes one hour consultation to review and settle upon an appropriate structure, registrations and support. Additionally, covers ASIC fees & NTAA disbursements. NTAA provide a comprehensive document pack including a Banking Kit, a suite of administrative documents, pro-forma company constitution and guidelines for Directors., ATO registrations including: ABN, TFN, PAYG Withholding, GST are all included.
$1,430
Business Activity Statements (BAS) from Software
The fees vary for all types of activity statements depending on the size and scale of your business and the accounts preparation required. Does not include Payroll services
Typically $330
Simple Business Activity Statements (BAS) from Excel
Use our Business not Registered for GST template to record and annotate your bank data from a CSV file. Can be appropriate and contain costs for businesses which don’t need accounting software or process payroll.
Typically $220
Preparing and lodging ABN and GST related registration forms.
GST and ABN registration is free for existing clients, or when performed in a tax consultation,
From $55
Cash flow analysis and budgeting
Call to discuss
Other services – Administration & bookkeeping
Professional services
Advisory, including: Application for a Private Ruling; Objection to an ATO Decision; Assisting with an Audit.
Based on $330/hr
Record keeping and accounting system ‘health check‘
Includes a written report with recommendations for improving your business’s tax compliance and reducing risk of ATO audit.
$330 per hour, minimum one hour
Full Service Bookkeeping
Payroll and BAS services using Xero and other integrated applications. Working with our preferred bookkeeping providers.
By arrangement
Completing a factual letter to or online reference
Confirming factual information such as taxable income from records prepared under terms of engagement to support your loan or rental application. Existing clients only.